Investment Representative- ISI- Bilingual

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profile Job Location:

Montreal - Canada

profile Monthly Salary: Not Disclosed
Posted on: 21 hours ago
Vacancies: 1 Vacancy

Job Summary

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

What youll be doing

Youll join CIBCs Investors Services Inc. (ISI) team. As an Investment Representative (IR) youll provide a positive customer experience by servicing clients and ensuring that all efforts towards single call resolution are delivered on a timely basis. Youll accurately process all trade and non-trade related requests in accordance with CIBC Investor Services Inc. (CIBC ISI) policies and procedures and IIROC regulations. The role demonstrates solid written verbal and interpersonal skills to process client orders and answer their inquiries in accordance with Investor Services Inc. policies and procedures. The role makes recommendations on client matters to meet work objectives ensuring that clients experience a bank that listens actively and demonstrates care for their needs.

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

  • Relationship Building - Get comfortable connecting on a personal level. Dont be afraid to draw from your own experiences to help our clients. Youll deepen relationships quickly resolve issues and use your well-honed interpersonal skills to recognize and accurately assess client needs.

  • Client Engagement - As the first point of contact for Investor Services Inc. (ISI) be the best listener. Make sure our clients feel heard no matter what the issue.

  • Teamwork - Partner with your team to connect clients with opportunities. Participate in cross-functional teams and liaise with other units of CIBC.

Who you are

  • You put our clients first. You engage with purpose to find the right solutions. You go the extra mile because its the right thing to do.

  • You are a certified professional. You have current accreditation and good standing of Canadian Securities Course (CSC). You will be required to complete the Conduct and Practices Handbook (CPH) within the first 6 months employment.

  • You act like an owner. You thrive when youre empowered to take the initiative go above and beyond and deliver results.

  • You have a degree/diploma in Business Finance Accounting or a related field.

  • 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 serve our clients in the community.

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

Mont-1155 Rene Levesque 1510

Employment Type

Regular

Weekly Hours

37.5

Skills

Account Administration Call Center Client Service Communication Customer Experience (CX) Inbound Calls Investments Work Collaboratively

Required Experience:

Unclear Seniority

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 meaningf...
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