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Prepare bilingual examples of de-escalating frustrated clients, explaining investing basics without advice, and handling multi-step account issues. Expect scenarios on accuracy, compliance boundaries, and why TD’s Direct Investing channel fits your experience.
Strong fit if you are fully bilingual, steady under call volume, and detail-oriented for investing operations in an on-site Montréal bank contact center—not a remote role.
As a Bilingual Contact Center Rep III, Direct Investing at TD in Montréal, your day centers on phone and digital queues for self-directed investing clients. You resolve account access, trade and funding questions, and product how-tos in English and French, escalate complex cases, and document CRM notes while meeting service standards for a senior (III) tier.
Prioritize bilingual client communication, direct-investing product literacy, and contact-center tools (CRM, call controls). Build calm problem-solving under queue pressure and clear written notes. No certification list was supplied for this family.
No. The listing marks remote as 0 and places the job in Montréal, Québec.
It usually means a senior front-line tier: tougher contacts, mentoring or higher ownership, still focused on client service rather than portfolio advice.
Montréal and Québec are Francophone-majority markets; English–French service is core for retail and investing support clients.
Join our dynamic team at TD as a Bilingual Contact Center Rep III, Direct Investing in Montréal, Québec. This full-time position offers the opportunity to make a significant impact in a fast-paced environment. Role Overview In this role, you will serve as a key point of contact for clients seeking information and support regarding their direct investing accounts. Your primary responsibility will be to provide exceptional customer service while ensuring all inquiries are addressed promptly and accurately. You will also contribute to maintaining high standards of client satisfaction and operational efficiency within the contact center. What You'll Do Handle inbound calls and emails from clients regarding their direct investing accounts. Provide clear and concise explanations of account details, investment options, and transaction processes. Assist clients with account management tasks such as deposits, withdrawals, and account transfers. Escalate complex issues to the appropriate departments for resolution and follow up with clients on the status of their cases. Maintain accurate records of all client interactions and ensure compliance with regulatory requirements. What You Bring Bilingual fluency in French and English (spoken and written). Previous experience in a contact center or client service role, preferably in financial services. Strong communication and problem-solving skills. Demonstrated ability to multitask and manage time effectively in a high-volume environment. Proficiency in Microsoft Office applications and CRM systems. Familiarity with investment products and financial markets is an asset. About the Company TD is hiring for this role and offers a supportive team environment where you can grow both professionally and personally. As part of our team, you will have access to ongoing training and development opportunities to enhance your skills and advance your career. Apply Today To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.
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