Senior Investment Representative

1 month ago

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

We are seeking a highly skilled and experienced 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
  • Handle a large volume of calls and execute trades as per client instruction
  • Maintain critical accuracy and adhere to IIROC regulations and CIBC ISI policies and procedures
Requirements
  • Current accreditation and good standing of the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH)
  • 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
  • Competitive salary and incentive pay
  • Banking benefits and a benefits program
  • Defined benefit pension plan and an employee share purchase plan
  • Vacation offering and wellbeing support
  • MomentMakers, our social, points-based recognition program

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