Insurance Client Service Representative Jobs in Toronto, ON

Senior Bilingual Client Service Representative(English/French)

About AGF:

Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. Our companies deliver excellence in investing in the public and private markets through three distinct business lines: AGF Investments, AGF Capital Partners, and AGF Private Wealth. AGF brings a disciplined approach, focused on incorporating sound, responsible, and sustainable corporate practices. The firm's collective investment expertise, driven by its fundamental, quantitative and alternative investing capabilities, extends globally to a wide range of clients, from financial advisors and their clients to high-net worth and institutional investors including pension plans, corporate plans, sovereign wealth funds, endowments and foundations.

About the Role:

AGF is looking for experienced Senior Bilingual Client Service Representatives (English/French) who have a passion for investments and genuinely enjoy providing exceptional customer service to Financial Advisors and Investors. This is an exciting opportunity to take your career to the next level and be a champion delivering first-class customer service.

By connecting, caring, and providing an exceptional end-to-end client experience, the AGF Client Services team plays an integral role in ensuring our investors succeed. Our team is looking for experienced and dynamic individuals that can help us achieve our mandate. You can expect a supportive and collaborative environment where we develop and promote talent and always strive to succeed.

You will work remotely 3 days per week and work out of our downtown Toronto corporate office 2 days per week. This position has a target start date of October 13, 2026.

Your Responsibilities:

• Act as the primary contact for advisors/investors to provide insight/solutions for account, transactional, procedural and product queries, primarily over the phone, in accordance to established Service Level Standards.

• Resolve customer requests that you are accountable for and interface with other parts of the organization, as needed in either English or French, spoken or written.

• Maintain a high level of professionalism with clients and work to establish a positive rapport with every callerBe able to work rotating shifts, between 8 AM and 8 PM, Monday to Friday

• Maintain up to date knowledge on AGF products, services, policies, and procedures to provide accurate and complete information to advisors/investors.

• Actively participate in building a supportive team environment that fosters positivity and engagement

Your Qualifications:

• Post-secondary education completed and preferably completed the Canadian Securities Course and/or applicable IFIC courses.

• A passion for delivering great customer service and desire to be part of a team that succeeds and be willing to do your part to ensure that success.

• 3+ years of experience in a contact centre role, with a financial services company or fund company that distributes via financial advisors or with a fund company service provider.

• Excellent communication skills, listening and written skills combined with a genuine desire to serve the customer, in both English and French.

• Be a self-starter that leverages opportunities to improve your skills and capabilities that you can utilize to build your personal brand.

• You can easily navigate between different computer applications and multi-task, while having a great conversation with customers.

• You can problem solve and work well under pressure.

Compensation:

The anticipated compensation range for this role is $58,000 - $63,000 annually, which represents base salary and, where applicable, variable compensation components (e.g., annual bonus, commissions, etc.). Actual compensation will be determined based on many factors such as role location, candidate experience / qualifications, market conditions, and internal equity.

AGF aims to offer a comprehensive and competitive total rewards package designed to support the success and well-being of our employees, which may include a combination of base salary, variable compensation, benefits, and retirement savings plans.

Au sujet de La Societe de Gestion AGF Limitee

Fondee en 1957, La Societe de Gestion AGF Limitee (AGF) est une societe independante de gestion de placements diversifies a l'echelle mondiale. Nos societes offrent l'excellence en investissant sur les marches publics et prives, dans le cadre de troissecteurs d'activites: Placements AGF, Partenaires CapitalAGF et Patrimoine Prive AGF.
AGF apporte de la discipline selon une approche visant a incorporer des pratiques d'entreprise saines, responsables et durables. Le savoir-faire collectif d'AGF en matiere de placement, qui repose sur ses competences axees sur des activites fondamentales et quantitatives, de meme que sur l'investissement prive, se transmet a l'echelle mondiale a une vaste clientele, depuis les conseillers financiers et leurs clients, jusqu'aux particuliers bien nantis et aux investisseurs institutionnels comprenant des caisses de retraite, des programmes d'entreprise, des fonds souverains, des fonds de dotation et des fondations.
AGF, dont le siege social est situe a Toronto (Canada), a des bureaux et des equipes de service de l'exploitation et de service a la clientele sur place en Amerique du Nord et en Europe. AGF offre ses produits et services a plus de 820000investisseurs. AGF est inscrite a la Bourse de Toronto sous le symbole AGF.B.

A propos du role

AGF est a la recherche de representants principaux bilingues (francais et anglais) en service a la clientele experimentes, passionnes par le monde des placements et motives a offrir un service a la clientele exceptionnel aux conseillers financiers et aux investisseurs. Il s'agit d'une excellente occasion de faire progresser votre carriere et de vous demarquer en proposant un service a la clientele de premier ordre.

En etablissant des liens, en faisant preuve d'attention et en offrant une experience client exceptionnelle de bout en bout, l'equipe du Service a la clientele AGF joue un role essentiel dans la reussite de ses investisseurs. Notre equipe est a la recherche de personnes experimentees et dynamiques qui nous aideront a remplir notre mandat. Vous evoluerez dans un milieu de travail solidaire et collaboratif, ou nous developpons et valorisons les talents, et ou nous visons toujours la reussite.

Vous travaillerez a distance troisjours par semaine et depuis notre siege social, situe au centre-ville de Toronto, deuxjours par semaine. La date d'entree en fonction visee pour ce poste est le 13octobre2026.

Vos responsabilites

• Agir a titre de personne-ressource principale aupres des conseillers et des investisseurs afin de leur fournir des renseignements et des solutions relativement a leurs questions concernant les comptes, les operations, les processus et les produits, surtout par telephone, conformement aux normes de service etablies.

• Traiter les demandes des clients dont vous etes responsable et collaborer avec les autres services de l'entreprise, au besoin, en francais ou en anglais, tant a l'oral qu'a l'ecrit.

• Maintenir un haut niveau de professionnalisme aupres des clients et etablir une relation positive avec chaque appelant.

• Etre en mesure de travailler selon un horaire rotatif, entre 8h et 20h, du lundi au vendredi.

• Maintenir a jour vos connaissances des produits, services, politiques et processus d'AGF afin de fournir aux conseillers et aux investisseurs des renseignements exacts et complets.

• Participer activement a la creation d'un environnement de travail positif, favorisant la collaboration et l'engagement.

Votre qualification

• Diplome d'etudes postsecondaires; la reussite du cours sur le commerce des valeurs mobilieres au Canada (CCVM) ou de cours pertinents de l'Institut canadien des valeurs mobilieres (ICVM) constitue un atout.

• Passion pour l'offre d'un service a la clientele de premier ordre et desir de faire partie d'une equipe performante, tout comme de contribuer au succes de cette derniere.

• Au moins troisans d'experience dans un centre d'appels, au sein d'une societe de services financiers ou d'une societe de fonds qui distribue ses produits par l'entremise de conseillers financiers, ou encore au sein d'un fournisseur de services a des societes de fonds.

• Excellentes competences en communication orale et ecrite, combinees a un reel desir de servir la clientele, tant en francais qu'en anglais.

• Esprit d'initiative et volonte de saisir les occasions d'ameliorer vos competences et vos aptitudes afin de developper votre marque professionnelle.

• Capacite a passer aisement d'une application (informatique) a l'autre et a effectuer plusieurs taches simultanement tout en maintenant une excellente interaction avec les clients.

• Aptitudes pour la resolution de problemes et capacite a travailler sous pression.

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AGF isan equal opportunity employer committed to fostering an inclusive and accessible workplace. We welcome and encourage applications from individuals of all backgrounds, including women, Indigenous peoples, racialized persons, persons with disabilities, and members of the 2SLGBTQIA+ community.

We do not discriminate on the basis of race, national or ethnic origin, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, disability, or any other status protected by applicable legislation.

We are committed to providing reasonable accommodations forapplicants with disabilities throughout the recruitment process. If you require accommodation at any stage of the application or hiring process, please contact us at hr@agf.com so that appropriate arrangements can be made.