Customer Service Representative, Temporary

Aviso Wealth

. Respond to product and service inquiries via telephone, email, or chat .

Posted 11/6/2026contractToronto • CanadaJunior💰 CA$52,000 - CA$60,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service skills with a focus on providing exceptional experiences and personalized solutions. Proficient in handling inquiries and resolving issues while supporting financial advisors and customers in a dynamic environment.

Highest-signal resume keywords

Customer Service ExperienceProblem ResolutionBilingual Communication SkillsFinancial Services Industry ExperienceProcess Improvement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Technical SavvyDigital Company ExperienceBusiness-to-Business-to-Consumer SupportInvestment Funds Course (IFIC)Canadian Securities Course (CSC)

Soft Skills

AdaptabilityExceptional CommunicationCreative Problem Solving

Tools & Technologies

Contact Centre SoftwareEmail Communication ToolsChat Support Platforms

Industry Keywords

Financial AdministrationCustomer ExperienceService Center OperationsInbound Contact CentreRetail Customer Service

About the role

Key responsibilities & impact

Respond to product and service inquiries via telephone, email, or chat
Provide exceptional customer experiences and find creative, personalized solutions
Act as the primary client contact for resolving problems and complaints
Drive continuous improvement by identifying, suggesting, and participating in process improvements
Understand and apply department operating policies and procedures
Support customers and financial advisors with questions and product assistance
Report to the Supervisor, Service Center

Requirements

What you’ll need

Over one year of experience helping customers
Customer service experience in an inbound Contact Centre and/or retail store is beneficial
Experience supporting business-to-business-to-consumer is beneficial
Experience in a digital company is beneficial
Ability to adapt to changing hours and schedules
Technically savvy and comfortable using computers and other technology
Fluent communication skills in English are required
Bilingual French skills are an asset
Post-secondary education is not required; financial administration or services education is a plus
Completion of the Investment Funds Course (IFIC) or Canadian Securities Course (CSC) is a plus, but not required
Financial services industry experience is beneficial

Benefits

Comp & perks

Competitive compensation package that rewards and recognizes individual contributions
Excellent health, dental and insurance benefits
Generous vacation time
Fitness benefit
Parental leave top-up options
Matching contributions to retirement program
Learning and development opportunities
Education assistance program
Regular social events to foster teamwork