Hybrid
$49k–$50k/yr
Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency investment, professionally …
Skills: Bilingual English and French, Customer Service, Credit Assessment, Fraud Detection, Problem Solving
Hybrid
Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency investment, professionally …
Skills: Customer Service, Credit Assessment, Fraud Detection, Negotiation, Analytical Thinking
Toronto, Ontario, Canada · Hybrid
$140k–$175k/yr
Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency investment, professionally …
Skills: Technology Risk Management, Cyber Risk Oversight, IT Governance, Regulatory Compliance, Risk-Based Control Testing
Toronto, Ontario, Canada · Hybrid
$65k–$75k/yr
Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency investment, professionally …
Skills: Securities Industry Knowledge, Written Communication, Verbal Communication, MS Excel, Organizational Skills
Toronto, Ontario, Canada · Hybrid
$45k–$50k/yr
Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency investment, professionally …
Skills: Document Control, Account Reconciliation, G-Suite, Google Sheets, Client Orientation
Toronto, Ontario, Canada · Hybrid
$160k–$200k/yr
Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency investment, professionally …
Skills: Backend Engineering, System Architecture, API Design, Cryptocurrency, Blockchain
Hybrid
$120k–$140k/yr
Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency investment, professionally …
Skills: Business Process Management, Digital Transformation, Financial Reconciliation, Payment Processing, Automation Strategy
Hybrid
$120k–$140k/yr
Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency investment, professionally …
Skills: Business Process Management, Digital Transformation, Credit Card Lifecycle Management, Payment Processing, Interchange Fee Structures
Alberta, Canada · Remote OK
Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency investment, professionally …
Skills: Brokerage Management, Regulatory Compliance, Recruitment, Onboarding, Risk Mitigation
Hybrid
$70k–$85k/yr
Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency investment, professionally …
Skills: Analytical Skills, Compliance Monitoring, Regulatory Reporting, Internal Auditing, Complaint Investigation
Alberta, Canada · Remote Solely
Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency investment, professionally …
Skills: Brokerage Management, Regulatory Compliance, Recruitment, Onboarding, Risk Mitigation
Toronto, Ontario, Canada · Hybrid
$140k–$160k/yr
Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency investment, professionally …
Skills: Sales Operations, Enablement, Merchant Success, Salesforce Strategy, AI Tooling
Toronto, Ontario, Canada · Hybrid
$40/hr–$48/hr
Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency investment, professionally …
Skills: Salesforce Configuration, Flow Builder, Custom Architectural Design, Data Migration, API Integrations
Toronto, Ontario, Canada · Hybrid
$140k–$160k/yr
Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency investment, professionally …
Skills: Sales Operations, Merchant Enablement, Salesforce Strategy, AI Workflow Automation, Merchant Onboarding
Toronto, Ontario, Canada · Hybrid
$40/hr–$48/hr
Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency investment, professionally …
Skills: Salesforce Architecture, Flow Builder, Data Migration, API Integrations, Project Management
Toronto, Ontario, Canada · Hybrid
$160k–$180k/yr
Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency investment, professionally …
Skills: Product Design, Visual Craft, Interaction Design, Systems Thinking, AI-Driven Design
Hybrid
$95k–$105k/yr
Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency investment, professionally …
Skills: Regulatory Compliance, Internal Auditing, Risk Management, Corporate Registration, Stakeholder Management
Quebec, Canada · Hybrid
$60k–$75k/yr
Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency investment, professionally …
Skills: Bilingualism (French/English), Residential Mortgage Underwriting, Credit Adjudication, Risk Management, Google Workspace
Toronto, Ontario, Canada · Hybrid
$100k–$115k/yr
Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency investment, professionally …
Skills: People Leadership, Registered Plans Management, Financial Reconciliation, Regulatory Compliance, Process Improvement
Toronto, Ontario, Canada · Hybrid
$55k–$65k/yr
Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency investment, professionally …
Skills: Attention To Detail, Multi-tasking, Organizational Skills, Oral Communication, Written Communication
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The specialist handles inbound inquiries regarding credit applications, fraud risk, and credit limit increases while providing support to merchants. They are responsible for conducting financial assessments and ensuring adherence to quality standards and PCI compliance.
Candidates must be bilingual in English and French with 1-2 years of experience in customer service and the financial or credit card sector. Strong communication, analytical skills, and the ability to work rotational shifts in a hybrid setting are required.
Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. We use cutting-edge technology to help Canadians become much more financially successful and secure.
At QFG, we combine human-centric collaboration with AI-driven innovation to redefine financial services. The ideal candidate will be a catalyst for change, using AI to transform and deliver unparalleled customer experiences and shaping a future where AI empowers our teams to do their best work.
Join our diverse, inclusive, and hybrid workplace to unleash your creativity and nurture your curiosity without limits. If you share this sense of infinite possibility, come shape your future at QFG.
What’s in it for you as an employee of Flexiti?
Health & wellbeing resources and programs
Paid vacation, personal, and sick days for work-life balance
Competitive compensation and benefits packages
Work-life balance in a hybrid environment with at least 3 days in office
Career growth and development opportunities
Opportunities to contribute to community causes
Work with diverse team members in an inclusive and collaborative environment
This job posting is for an existing vacancy.
We’re looking for our next Bilingual Client Services Specialist. Could it be you?
Reporting to the Team Lead, the Client Services Specialist will contribute to a team responsible for conducting financially-based assessments and delivering exemplary customer service. The ideal candidate will possess astute judgment, high emotional intelligence, and the capacity to problem-solve and negotiate mutually beneficial resolutions.
Need more details? Keep reading...
In this role, responsibilities include but are not limited to:
Delivering exceptional customer service, addressing inbound inquiries related to, but not limited to, pending applications (fraud/credit risk), credit limit increases, and merchant support.
Evaluating applications pending credit approval, assessing eligibility based on credit guidelines.
Evaluating applications pending due to fraud risk; validating and verifying applicants via telephone to mitigate fraud and review supporting documentation to confirm identity.
Processing credit limit increase requests.
Providing support to merchants completing point-of-sale/real-time credit applications.
Adhering to departmental escalation procedures, Quality Standard Guidelines, and PCI compliance requirements.
Reporting customer feedback through the established escalation matrix.
Maintaining composure and discretion when managing conflict, prioritizing superior customer service and goodwill.
Responding to customer and merchant inquiries, identifying optimal strategies to satisfy their present and future needs.
Offering efficient and reliable problem-solving assistance to customers and merchants.
Accurately completing all requisite documentation, adhering to policies and procedures (data input, communication with third-party partners, initiation of fulfillment).
Participating in team meetings and committees (escalation queues, call campaigns, best practices, peer evaluation).
Pursuing continuous professional development through cross-training, mentorship, and staying informed on product updates.
So are YOU our next Bilingual Client Services Specialist? You are, if you...
Have excellent oral and written communication skills in English and French.
Have at least 1-2 years of customer service experience (call center environment preferred).
Have at least 1-2 years of experience in the credit card or financial sector.
Have excellent communication proficiencies (listening, verbal, written); active listening, probing, and negotiation skills are essential.
Have demonstrated analytical and problem-solving capabilities within time constraints.
Are adaptable, flexible, composed, focused, and reliable.
Have the ability to exercise sound judgment in moderately complex scenarios.
Are able to work full-time, with flexibility to accommodate rotational shifts as needed.
Are able to satisfy minimum work-from-home requirements: high-speed internet (minimum 50 Mbps download & 10 Mbps upload), hardwired connection, and a dedicated, quiet workspace.
Have a customer-centric approach and the ability to address moderately complex procedures and situations.
Are willing and eager to learn from industry best practices and implement learnings to support customers throughout their engagement.
Additional kudos if you…
Have experience in credit lending/adjudication/collections.
Have experience in fraud detection/application verification/fraud investigation.
Have strong PC knowledge and proficiency in MS Word, Excel, Teams, and Outlook.
Compensation Information:
Base salary range: $49,000 - $50,000 (Bilingual in English and French)
The final compensation package will be commensurate with the successful candidate's experience, skills, and geographic location (Canada). It includes a comprehensive benefits plan and a competitive incentive (bonus) program for Full-Time Permanent roles.
Sounds like you? Click below to apply!
#LI-Hybrid
#LI-TO1
At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us.
Questrade Financial Group of companies Applicant Tracking System utilizes artificial intelligence (AI) for application screening. The AI system operates on predetermined criteria, with final decisions subject to human review.
Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs.
More than trading. Canada's home for the clarity and strategy to invest with confidence.
Questrade is an award-winning low-cost digital alternative to traditional banks that is changing the Canadian financial services industry. We empower Canadians by giving them better, more affordable ways to take control of their financial future by using cutting-edge technology to develop innovative products. Questrade offers Canadians an easy way to invest in securities and foreign currency and provides online wealth management and mortgage through the Questrade Group of Companies, with more financial products in development. At Questrade, we care deeply about helping Canadians become much more financially successful and secure. We believe in infinite possibilities, not only for our customers but for those who build careers with us. Our exceptional culture and forward-thinking workplace policies make Questrade a great place to work and build a career. We are a collaborative, diverse team that shares the same sense of infinite opportunity. Our beliefs, values, and atmosphere make you feel part of something bigger than yourself. Whether you want to kick-start your career or accelerate it, Questrade is the place for you. We offer rich learning experiences and exciting career path possibilities. Here you will be challenged. You will make your path, constantly moving forward, bringing the future of fintech into existence. Come shape your future at Questrade.
Offices: 5700 Yonge St, Suite 1900, Toronto, Ontario M2M 4K2, CA
More than trading. Canada's home for the clarity and strategy to invest with confidence.
Questrade is an award-winning low-cost digital alternative to traditional banks that is changing the Canadian financial services industry. We empower Canadians by giving them better, more affordable ways to take control of their financial future by using cutting-edge technology to develop innovative products. Questrade offers Canadians an easy way to invest in securities and foreign currency and provides online wealth management and mortgage through the Questrade Group of Companies, with more financial products in development. At Questrade, we care deeply about helping Canadians become much more financially successful and secure. We believe in infinite possibilities, not only for our customers but for those who build careers with us. Our exceptional culture and forward-thinking workplace policies make Questrade a great place to work and build a career. We are a collaborative, diverse team that shares the same sense of infinite opportunity. Our beliefs, values, and atmosphere make you feel part of something bigger than yourself. Whether you want to kick-start your career or accelerate it, Questrade is the place for you. We offer rich learning experiences and exciting career path possibilities. Here you will be challenged. You will make your path, constantly moving forward, bringing the future of fintech into existence. Come shape your future at Questrade.
Offices: 5700 Yonge St, Suite 1900, Toronto, Ontario M2M 4K2, CA
