Remote Mutual Funds Representative

3 weeks ago

Toronto, Canada CIBC Full time

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s 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 You’ll Be Doing

You’ll join the Contact Centre Investment Team. As a Mutual Funds Representative you will focus on providing an excellent client experience, by recognizing opportunities to promote CIBC investment products and services that help clients achieve their financial goals. You will be responding to client inquiries related to mutual fund and fixed term investments and provide detailed and in-depth information on products and services.

The start date for this role is April 22nd, 2024. Our Contact Centre is open Monday to Friday 08:00AM to 08:00PM. This is a full-time and shift oriented role, We’d like for you to be flexible between these hours.
- At CIBC we enable the work environment most optimal for you to thrive in your role._ _You can effectively perform all work activities remotely, and will only be required to be on-site on an occasional basis._
- Ability to work independently in a private and quiet workspace (ie. in a room or office with a door that closes)
- Wired Internet connection capable of continuously supporting excellent call quality and high-speed response rate (internet connection can be connected to modem through hard cable (not wireless) with a minimum download speed of 15 mbps and upload speed of 10 mbps)
- Satellite internet providers are prohibited and cannot be used due to the impact on call quality and the stability of service.

How You’ll Succeed
- Client Engagement - Build rapport and establish positive working relationships with clients by using discovery questions and industry standard Know Your Client (KYC) questions to determine client needs and provide information on the right investment products or services.
- Product Knowledge - Provide detailed, factual and/or technical information on Savings, Income, Growth, Index and Managed Portfolio Solutions for various Mutual Fund account types. Open new Mutual Funds accounts and complete Mutual Fund transactions on existing accounts, including purchases, redemptions and transfers (buying and selling) from one fund to another by following all MFDA rules and regulations and completing a KYC before each interaction.
- Problem Solving - Listen, ask questions, and put yourself in the client’s shoes. Act like an owner by taking accountability for client issues, and know when to lean on others to find the right solutions. Recognize and act on opportunities to engage clients in discussions of additional CIBC products and services.

Who You Are
- You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
- You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
- You give meaning to data. You enjoy investigating complex problems, and making sense of information. You're confident in your ability to communicate detailed information in an impactful way.
- You’re a certified professional (MFDA). You have current accreditation and remain in good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) on an ongoing basis and must meet eligibility requirements for MFDA licensing.
- Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

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 knowYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

Toronto-40 Dundas St. W.

Employment Type

Regular

Weekly Hours

37.5

**Skills**:
Customer Engagement, Customer Experience (CX), Customer S

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