Associate, Premium Edge
Associate, Premium Edge
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Job Description
Were building a relationship-oriented 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
As an Associate with the Premium Edge team you will provide best-in-class service with high net-worth self-directed investing clients. You will educate clients in a professional manner explaining relevant trading policies and procedures as 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 CIRO-ID regulations 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 on-site and remote work) will be discussed at the time of your interview.
How Youll Succeed
Quality Assurance - Handle customer inquiries through one-call resolution providing correct information in an efficient manner. Arrange purchase and sell orders in accordance with clients instructions. Ensure all incoming client calls are answered with minimal wait time to ensure the business is meeting its service levels. Strive for zero trading errors advise supervisors and error desk of any trading errors and adjust client accounts as .
Sales Assist the Premium Edge team in maintaining service levels and the existing book of clients. Provide support to leadership in managing outbound sales programs and new initiatives. Achieve denoted sales and service levels as per scorecard. Bring forward new ideas be proactive in seeking ways to enhance our client experienceand 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 non-trade related requests. Ensure correct follow up procedures are followed such as managing GOW requests re-orgs 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 Conduct and Practices Handbook (CPH). Completion of Derivatives Fundamentals and Options Licensing (DFOL) 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.
Multi-lingual abilities are an asset. Fluent English required. Also French Mandarin and/or Cantonese fluency desirable.
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 aspire to give you a career rather than just a paycheck.
We work to recognize you in meaningful personalized ways including a competitive salary incentive pay banking benefits a benefits program* defined benefit pension plan* an employee share purchase plan a vacation offering wellbeing support and MomentMakers our social points-based 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.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
*Subject to plan and 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 attribute-based 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.
Job Location
Toronto-595 Bay St. 6thEmployment Type
RegularWeekly Hours
37.5Skills
Client Calls Communication Customer Inquiries Customer Relationship Management (CRM) Customer Service Finance Sales TeamworkRequired Experience:
IC
Employment Type
Full-Time
