Financial Service Representative (Mandarin) - Montreal

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  "location": {
    "raw": "Montreal, Quebec, H3B 4W8, Canada",
    "city": "Montreal",
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    "country": "Canada",
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  "list_job": {
    "id": "189",
    "isRemote": null,
    "location": {
      "city": "Montreal",
      "state": "Quebec"
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    "jobOpeningName": "Financial Service Representative (Mandarin) - Montreal",
    "departmentLabel": "Wealth Management - Montreal",
    "employmentStatusLabel": "Full-Time Contract"
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    "location": {
      "city": "Montreal",
      "state": "Quebec",
      "postalCode": "H3B 4W8",
      "addressCountry": "Canada"
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    "datePosted": "2025-06-16",
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    "description": "<p><span style=\"color: #0e101a\">OTT Financial Group is the parent organization of a group of financial services and investment companies. We leverage cutting-edge fintech innovations to bring excellent financial advice and best-in-class wealth management to our customers and business partners. Empowering 5,000+ merchants and hundreds of thousands of individual clients across Canada, we are the home to a wealth of expertise in forex and securities trading, mobile and cross-border payment, and investment fund management. </span></p>\n<p><span style=\"color: #0e101a\"> </span></p>\n<p><span style=\"color: #0e101a\">We are ambitious, results-focused, and forward-looking. At OTT, you’ll get numerous opportunities to learn and grow, alongside a cohort of talented people from diverse backgrounds and industries. Tackling business challenges in a collaborative and innovative environment, you’ll be encouraged to be your best self and make a meaningful impact. </span></p>\n<p><br></p>\n<p><span>We are looking for experienced Financial Service Representative (FSR) to support our business growth in Quebec. The primary responsibility is to develop the client base, identify clients’ needs, and promote company’s products and services. This role also involves working with internal teams to ensure a coordinated approach to make clients satisfied.</span></p>\n<p><br></p>\n<p><span style=\"font-family: Lato, sans-serif; font-size: 15px; font-weight: bold\"><span style=\"color: #222222\">Responsibilities:</span></span></p>\n<p><span style=\"color: #222222; font-family: Lato, sans-serif; font-size: 15px\"> </span></p>\n<ul>\n<li><span style=\"font-family: Lato, sans-serif; font-size: 15px\"><br><span style=\"color: #222222\">Create a customer-oriented culture where customers are respected including welcoming customers with greetings and providing walk-in customers with tea/coffee/water</span></span></li>\n</ul>\n<ul>\n<li><span style=\"font-family: Lato, sans-serif; font-size: 15px\"><br><span style=\"color: #222222\">Manage inbound/outbound calls in a timely, friendly and effective manner</span></span></li>\n</ul>\n<ul>\n<li><span style=\"font-family: Lato, sans-serif; font-size: 15px\"><br><span style=\"color: #222222\">Provide quality services to clients over the phone, through the Internet and/or</span><span style=\"color: #222222\"> face to face</span></span></li>\n</ul>\n<ul>\n<li><span style=\"font-family: Lato, sans-serif; font-size: 15px\"><br><span style=\"color: #222222\">Perform customer verification in accordance with requirements and policies</span></span></li>\n</ul>\n<ul>\n<li><span style=\"font-family: Lato, sans-serif; font-size: 15px\"><br><span style=\"color: #222222\">Identify and assess customers’ needs to reach solutions and achieve satisfaction</span></span></li>\n</ul>\n<ul>\n<li><span style=\"font-family: Lato, sans-serif; font-size: 15px\"><br><span style=\"color: #222222\">Keep records of communication with customers and records of transactions</span></span></li>\n</ul>\n<ul>\n<li><span style=\"font-family: Lato, sans-serif; font-size: 15px\"><br><span style=\"color: #222222\">Communicate and coordinate with internal departments when necessary</span></span></li>\n</ul>\n<ul>\n<li><span style=\"font-family: Lato, sans-serif; font-size: 15px\"><br><span style=\"color: #222222\">Build sustainable relationships with customers through trust and communication</span></span></li>\n</ul>\n<ul>\n<li><span style=\"font-family: Lato, sans-serif; font-size: 15px\"><br><span style=\"color: #222222\">Attend training sessions to improve knowledge and performance, such as the</span><span style=\"color: #222222\"> regulations and guidelines issued by FINTRAC as well as OTT’s internal policies</span></span></li>\n</ul>\n<ul>\n<li><span style=\"font-family: Lato, sans-serif; font-size: 15px\"><br><span style=\"color: #222222\">Ensure accuracy and effectiveness in using OTT’s business processing systems</span></span></li>\n</ul>\n<ul>\n<li><span style=\"font-family: Lato, sans-serif; font-size: 15px\"><br><span style=\"color: #222222\">Meet personal/team qualitative and quantitative targets</span></span></li>\n</ul>\n<ul>\n<li><span style=\"font-family: Lato, sans-serif; font-size: 15px\"><br><span style=\"color: #222222\">Maintain a cleaning work environment</span></span></li>\n</ul>\n<ul>\n<li><span style=\"font-family: Lato, sans-serif; font-size: 15px\"><br><span style=\"color: #222222\">Achieve a score no less than 90% in each of the ongoing training assessments</span></span></li>\n</ul>\n<p><span style=\"color: #222222; font-family: Lato, sans-serif; font-size: 15px\"> </span></p>\n<p><span style=\"font-family: Lato, sans-serif; font-size: 15px; font-weight: bold\"><span style=\"color: #222222\">Requirements:</span></span></p>\n<p><span style=\"color: #222222; font-family: Lato, sans-serif; font-size: 15px\"> </span></p>\n<ul>\n<li><span style=\"font-family: Lato, sans-serif; font-size: 15px\"><br><span style=\"color: #222222\">Strong phone contact handling skills and active listening</span></span></li>\n</ul>\n<ul>\n<li><span style=\"font-family: Lato, sans-serif; font-size: 15px\"><br><span style=\"color: #222222\">Familiarity with CRM systems and practices</span></span></li>\n</ul>\n<ul>\n<li><span style=\"font-family: Lato, sans-serif; font-size: 15px\"><br><span style=\"color: #222222\">Customer orientation and ability to adapt/respond to different types of circumstances</span></span></li>\n</ul>\n<ul>\n<li><span style=\"font-family: Lato, sans-serif; font-size: 15px\"><br><span style=\"color: #222222\">Excellent communication and presentation skills</span></span></li>\n</ul>\n<ul>\n<li><span style=\"font-family: Lato, sans-serif; font-size: 15px\"><br><span style=\"color: #222222\">Ability to multi-task, prioritize, and manage time effectively</span></span></li>\n<li><span style=\"font-family: Lato, sans-serif; font-size: 15px\"><br><span style=\"color: #222222\">Mandarin proficiency is mandatory in order to service our Mandarin speaking clients</span></span></li>\n</ul>\n<p><br></p>\n<p><span>We provide a comprehensive compensation package and a variety of opportunities for you to grow in a dynamic, collaborative, progressive, and high-performing team. Apply now to unleash your full potential.  </span></p>\n<p><br></p>\n<p><span>We thank all applicants for their interest; however, only those candidates selected for an interview will be contacted.</span></p>\n<p><br></p>\n<p><span>Accommodations for job applicants with disabilities are available upon request.</span></p>",
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