Sr. Investment Representative, Investors Edge

4 weeks ago


Montreal, Canada Canadian Imperial Bank of Commerce Full time
Investment Representative, Investors Edge - Bilingual

We’re building a relationship-oriented bank for the modern world. p>What You’ll Be Doing

As a Premium Edge Investment Representative, you will provide best-in-class service and build long-lasting relationships with high net-worth, self-directed 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; You will also handle a large volume of calls, maintain critical accuracy, and execute trades as per client instruction in accordance with IIROC regulations and CIBC ISI policies and procedures.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 client's telephoned and electronic instructions.Relationship Management: Maintain a book of over 200 households and prospect for referrals through both inbound and outbound initiatives - maintaining CRM tools as needed.Call Management – Productivity & Compliance: Protect CIBC's interest by ensuring that all telephone and electronic orders are made by qualified clients by reviewing account history and coding limitations.You're fluent in French and English: to support business operations outside of Quebec, Canada.We work to recognize you in meaningful, personalized ways including competitive compensation, banking benefits, and a benefits program.We may ask you to complete an attribute-based assessment and other skills tests.

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

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