Senior Investment Representative

4 weeks ago

Old Toronto, Ontario, Canada Canadian Imperial Bank of Commerce Full time
Job Summary

We are seeking a highly skilled Senior Investment Representative to join our team at the Canadian Imperial Bank of Commerce. As a key member of our team, you will be responsible for providing exceptional service to our high net-worth, self-directed investing clients.

Key Responsibilities
  • Provide best-in-class service and build long-lasting relationships with clients.
  • Educate clients on relevant trading policies and procedures, while maintaining a professional demeanor.
  • 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.
  • Maintain a book of over 200 households and prospect for referrals through both inbound and outbound initiatives.
  • Achieve sales targets as per annual scorecard, including Individual & Team Asset targets, ACE scores, and client touchpoints.
Requirements
  • 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.
  • 2-3 years of relevant 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.
  • Ability to identify and maintain key internal partnerships.
  • Fluent English required; French, Mandarin, and/or Cantonese fluency is desirable.
What We Offer
  • A competitive salary and incentive pay.
  • A benefits program, including a defined benefit pension plan and an employee share purchase plan.
  • A vacation offering and wellbeing support.
  • MomentMakers, our social, points-based recognition program.

We are 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 provide an accessible candidate experience.

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