Position Description

Bilingual Sales Force Services Representatives
Province Ontario
Location Ontario - Head Office Mississauga
City Mississauga
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Bilingual Sales Force Services Representatives – Full Time


Reporting to Director, Sales Force Services

Plan Admin & Contact Centres


At Knowledge First Financial (KFF), we’re on a journey to create an entirely new student experience. One that is built on instilling confidence in students around the paths they are choosing and their ability and agency to achieve their goals for the future. As enablers and orchestrators of students’ success, we will create access, affordability and agency for students and their champions across our services and solutions. This will provide them with guidance and support in all aspects of planning and saving for post secondary education - giving them a future-ready advantage and help them thrive well past their educational journey.


What makes us qualified to do this?

In business since 1965 and owned and operated by a not-for-profit organization, everything we do is in service to our students. We are a diverse and passionate community of experts that firmly believes in the benefits of education, priding ourselves on helping to shape their future and empowering them to reach their full potential.


As we move forward, we will leverage and build upon our unmatched expertise in the RESP space to propel both our students and our company forward, ensuring a better tomorrow. Our vision is set, our future is bright, and we’re just getting started.




We are looking for an outstanding verbal communicator, active listener, and natural problem solver. You enjoy talking to people and you are enthusiastic about helping our Sales Representatives, Administrators and Brach Directors with their inquiries.




  • Supporting our Sales Representatives, Administrators and Brach Directors who contact us through our Sales Force Services, Monday to Friday, 9 a.m. to 7 p.m. (Eastern Time).
  • Respond to all Inbound Calls, Emails and Chat - both pre-sales and post sales from our Sales Force with a sense of urgency.
  • Acts as liaison for Agencies and other Departments, including call backs to the Sales Force on behalf of other business units.
  • Acting as both a team player and a leader: someone who can back up teammates and fill in for absences as needed and take the lead on important projects.
  • Perform minor investigation on Plans which should be completed within 3 days
  • Providing training on the use of various in-house sales tool applications
  • Transfer of plans from one Sales Representatives to another
  • Other duties as assigned





If you can answer “YES” to the following questions, you may be the person we are looking for:

  • Do you have one to three years of experience providing excellent customer service and/or working in a customer support department?
  • Do you possess superior written and verbal communication skills, with a proven ability to express yourself clearly and give your full attention to customer needs over the phone?
  • Are you well-organized and able to work around obstacles?
  • Do you have strong analytical skills?
  • Are you proficiency with Microsoft Office 365?
  • Do you have excellent organizational and time management skills? Do you thrive on multi-tasking in a fast-paced environment?
  • Do you possess flexible availability to meet the needs of the business?
  • Are you fluent in French? This is considered a requirement for the bilingual Sales Force Services Representative role.


Work Model

We have adopted a hybrid model, leveraging the best of remote and in-person work.


COVID-19 Vaccination

All Knowledge First Financial employees are required to be fully vaccinated as a condition of hire in accordance with the Company's Mandatory Vaccination Policy.


Accommodation Individuals Who Cannot Be Vaccinated

The Company is committed to a workplace free from discrimination and harassment in accordance with Ontario human rights laws. Candidates who provide a medical or religious reasoning for not having received a COVID-19 vaccine, will be assisted by the Company in developing and implementing an appropriate accommodation. Accommodations will be granted where they do not cause the Company undue hardship or pose a direct threat to the health and safety of others.


Equal Opportunity Employer
We at Knowledge First Financial, are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a culture that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.


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