Customer Service Representative, Temporary

Aviso Wealth

. Respond to inquiries via telephone, email, or chat on our products and services in an efficient, compliant, courteous, and professional manner .

Posted 4/7/2026full-timeToronto • 🇨🇦 CanadaJunior💰 CA$52,000 - CA$62,000 per yearWebsite

About the role

Key responsibilities & impact

Respond to inquiries via telephone, email, or chat on our products and services in an efficient, compliant, courteous, and professional manner
Provide exceptional customer experience, take initiative to find creative solutions that make each customer’s experience feel personal
Act as the primary contact with the client with respect to the resolution of problems and complaints with deep empathy and a solution-focused outlook
Drive continuous improvement by identifying, suggesting and actively participating in process improvement
Understand and apply department operating policies and procedures

Requirements

What you’ll need

It helps if you’ve done this before, so if you have recently worked in a role where you were responsible for helping customers for over a year that is great
If it was for a company that you can say really cared about customers and was known for that, even better
If you were thought of as a top producer there, who was known for getting a lot of work done and leaving a trail of smiling, happy customers, then now we are really talking
If it was in an inbound Contact Centre and/or a retail store, then you are still on track
If you have any experience supporting business to business to consumer (we support credit unions, their members and our own customers) add another check mark
If you have any experience in a digital company, you are really on track
Being able to change is important as our hours can change and so can your schedule
We use computers and other technology to do our jobs. You are technically savvy
Fluent communication skills in English are required and bilingual skills in French are an asset
Industry and Education
A post-secondary education is not required but if you have one in financial administration or services, that’s a plus!
Also, a plus, but not required, would be completion of the Investment Funds Course (IFIC) or the Canadian Securities Course (CSC)
Experience in the financial services industry could help, especially if it was with a customer experience leader.

Benefits

Comp & perks

Competitive compensation package that rewards and recognizes individual contributions
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Generous vacation time, fitness benefit, parental leave top-up options
Matching contributions to our retirement program
Commitment to the continuous improvement of our staff through learning & development and an education assistance program
Regular social events to foster teamwork

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

customer serviceproblem resolutionprocess improvementinbound contact center experiencebusiness to business to consumer supportdigital company experiencetechnical savvybilingual communication

Soft Skills

exceptional customer experienceinitiativecreativityempathysolution-focused outlookadaptabilitycommunication skills

Certifications

Investment Funds Course (IFIC)Canadian Securities Course (CSC)