Investment Representative

2 weeks ago


Montreal, Quebec, Canada Canadian Imperial Bank of Commerce Full time

We are seeking a skilled Investment Representative to join our team at Canadian Imperial Bank of Commerce. This is an exciting opportunity for someone who is passionate about building long-lasting relationships with high net-worth clients.

About the Role

As a Premium Edge Investment Representative, you will be responsible for providing best-in-class service and building strong relationships with clients through regular communication and education. You will also be expected to handle a large volume of calls, execute trades accurately, and maintain critical accuracy in accordance with IIROC regulations and CIBC ISI policies and procedures.

Key Responsibilities
  • Handle customer complaints and resolve issues in a professional manner
  • Maintain a book of over 200 households and prospect for referrals through inbound and outbound initiatives
  • Arrange purchase and sales orders in accordance with client instructions and review account history for coding limitations
  • Protect CIBC's interests by ensuring all telephone and electronic orders are made by qualified clients
Requirements and Qualifications

To be successful in this role, you will need:

  • A strong understanding of investment products and market knowledge
  • Excellent communication and interpersonal skills
  • The ability to work independently and as part of a team
  • Fluency in English and French (both written and spoken)
What We Offer

We offer a competitive salary of $70,000 per year, plus benefits and opportunities for career growth and development. If you are a motivated and results-driven individual who is passionate about building strong relationships with clients, we encourage you to apply for this exciting opportunity.



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