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The Customer Experience Representative serves as the primary point of contact for all FP Canada stakeholders, providing top-quality customer service via phone and email. The successful candidate for this role will develop a deep understanding of FP Canada’s policies and procedures to deliver accurate, thorough, and timely support. Responsibilities include responding to inquiries on QAFP certification and CFP certification (including pathways, education, exams, certification, renewal, and reinstatement), FP Canada standards, policies, and procedures, and FP Canada Institute education programs and courses. By offering clear and comprehensive guidance, this role ensures a seamless experience for certificants, students, and other stakeholders.
Reporting into the Manager, Customer Experience, this position includes opportunities to contribute to cross-departmental and organization-wide projects, supporting collaboration across FP Canada’s operations. These initiatives support the development of organizational knowledge and professional skills.
12-Month Full-Time Contract Position
The Customer Experience Representative serves as the primary point of contact for all FP Canada stakeholders, providing top-quality customer service via phone and email. The successful candidate for this role will develop a deep understanding of FP Canada’s policies and procedures to deliver accurate, thorough, and timely support. Responsibilities include responding to inquiries on QAFP certification and CFP certification (including pathways, education, exams, certification, renewal, and reinstatement), FP Canada standards, policies, and procedures, and FP Canada Institute education programs and courses. By offering clear and comprehensive guidance, this role ensures a seamless experience for certificants, students, and other stakeholders.
Reporting into the Manager, Customer Experience, this position includes opportunities to contribute to cross-departmental and organization-wide projects, supporting collaboration across FP Canada’s operations. These initiatives support the development of organizational knowledge and professional skills.
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Toronto, CAN
Customer Experience Representative ====================================== 12-Month Full-Time Contract Position Position Overview --------------------- The Customer Experience Representative serves as the primary point of
Toronto, CAN
The ideal candidate will have the following skills and experience:
Ability to multi-task, prioritize, and manage time effectively.
Strong problem-solving skills and the ability to think on your feet.
Demonstrate/maintain empathy, patience, and composure while engaging with customers in challenging situations
Enthusiastic and self-motivated with a passion for sales and customer satisfaction.
Established in 1995, FP Canada is a national not-for-profit education, certification and professional oversight organization working in the public interest. FP Canada is dedicated to championing better financial wellness for all Canadians by leading the advancement of professional financial planning in Canada. Learn more at FPCanada.ca .
FP Canada employs over 80 people, and our office is located in downtown Toronto. This is a full-time contract position working 5 days per week, during core business hours, with some flexibility required. We offer a hybrid-work model, requiring at a minimum, two days a week (40%) on average, of employees’ time be spent in the office.
We are committed to wellness and a healthy work environment for our employees. You will earn a competitive annual salary, paid vacation and personal days, and you will enjoy our comprehensive employee benefits, professional development opportunities, flexible work arrangements and regular social events.
FP Canada values inclusion and diversity, and different perspectives and experiences; and we are committed to working towards an inclusive and diverse organization, reflective of Canada’s population. We encourage candidates who identify in traditionally underrepresented communities (women, racialized persons, indigenous persons, LGBTQ2S+ and persons with disabilities) to apply.
FP Canada is committed to ensuring equal access and participation for people with disabilities in accordance with the Ontario Human Rights Code (OHRC) and the Accessibility for Ontarians with Disabilities Act (AODA) . FP Canada will provide accommodation on request throughout the recruitment, selection and/or assessment process for applicants with disabilities. If you require accommodation, please inform our Human Resources Department at careers@fpcanada.ca .
This posting is for an existing vacancy within our organization.
FP Canada uses AI‑enabled tools to support parts of the recruitment process, including screening and assessing applications. These tools help ensure consistency and efficiency in evaluating candidates; however, all final hiring decisions are made by human reviewers. If you have questions about how AI is used in our hiring process, please contact our Human Resources Department at careers@fpcanada.ca .
Canadian nonprofit professional body certifying financial planners and setting national professional financial-planning standards in the public interest.
Visit company websiteJobs and hiring trendsCAD 50000-55000 yearly / year
Full Time, Contract
Entry · 1+ years experience
Hybrid
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