Investment Representative Premium Edge-Bilingual
Investment Representative Premium Edge-Bilingual
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Job Description
Were building a relationshiporiented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats right for our clients.
At CIBC we embrace your strengths and your ambitions so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC please visit CIBC
What Youll Be Doing
As a Premium Edge Investment Representative you will provide best in class service and build long lasting relationships with high networth selfdirected investing clients. You will educate clients in a professional manner explaining relevant trading policies and procedures as required with your strong product and market knowledge; without entering into discussions that would influence a clients decision. You will also handle a large volume of calls maintain critical accuracy and execute trades as per client instruction in accordance with CIROIDregulations and CIBC ISI policies and procedures.
At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of onsite and remote work) will be discussed at the time of your interview.
How Youll Succeed
Quality Assurance Handle customer complaints with the goal of first call resolution or to be escalated appropriately if required. Arrange purchase and sales orders in accordance with clients telephoned and electronic instructions. Efficiently use phone stats to ensure the business is meeting its service levels strive for zero trading errors advise error desk of any trading errors and adjust client accounts as required.
Sales Maintain a book of clients and prospect for referrals through both inbound and outbound initiatives. Achieve sales targets as per scorecard (Asset ACE scores client connections and team target). Bring forward new ideas be proactive in seeking ways to enhance our client baseand maintain effective contacts and teamwork within the call centre.
Call Management Productivity & Compliance Protect CIBCs interest by ensuring that all telephone and electronic orders are made by qualified clients by reviewing account history and coding limitations and by ensuring security check is completed on all calls. Review client accounts on the spot for credit violations limitations and accurately processing all trade and nontrade related requests. Ensure correct follow up procedures are followed such as managing GOW requests reorgs cash withdrawals FX conversions SRMS and all maintenance changes.
Who You Are
Youre a certified professional. You have current accreditation and good standing of the Canadian Securities Course (CSC) and Practice Handbook. Completion of Options and Derivatives course is preferred; must be completed within 3 months of hire.
You can demonstrate experience in Sales and Relationship Management. Working knowledge of the markets including current conditions and trends in the Canadian and U.S. stock and bond markets is preferred.
You act like an owner. You thrive when youre empowered to take the lead go above and beyond and deliver results.
You embrace and champion change. Youll continuously evolve your thinking and the way you work in order to deliver your best.
Youre digitally savvy. You seek out innovative solutions and embrace evolving technologies. You can easily adapt to new tools and trends.
Values matter to you. You bring your real self to work and you live our values trust teamwork and accountability.
Youre fluent in French and English to support business operations outside of Quebec Canada
#LITA
What CIBC Offers
At CIBC your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.
We work to recognize you in meaningful personalized ways including a competitive compensation a banking benefit* wellbeing support and additional offers such as employee and family assistance programs and MomentMakers our social pointsbased recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
*Subject to program terms and conditions
What you need to know
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation please contact
You need to be legally eligible to work at the location(s) specified above and where applicable must have a valid work or study permit
We may ask you to complete an attributebased assessment and other skills tests (such as simulation coding French proficiency MS Office). Our goal for the application process is to get to know more about you all that you have to offer and give you the opportunity to learn more about us.
Expected End Date
Job Location
Mont1155 Rene Levesque 1510Employment Type
RegularWeekly Hours
37.5Skills
Call Center Investments Relationship Building TeamworkRequired Experience:
Unclear Seniority
Employment Type
Full-Time
