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Associate, Premium Edge-bilingual
2 weeks ago
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
- As an Associate with the Premium Edge team, you will provide best-in-class service 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; without entering into discussions that would influence a client's decision. You will also handle a large volume of calls, maintain critical accuracy and execute trades as per client instruction in accordance with CIRO-ID regulations and CIBC ISI policies and procedures.
- At CIBC we enable the work environment most _optimal_ for you to thrive in your role._ _Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview._
How You’ll Succeed- Quality Assurance - Handle customer inquiries through one-call resolution, providing correct information in an efficient manner. Arrange purchase and sell orders in accordance with client's instructions. Ensure all incoming client calls are answered with mínimal wait time to ensure the business is meeting its service levels. Strive for zero trading errors, advise supervisors and error desk of any trading errors and adjust client accounts as required.-
- Sales - Assist the Premium Edge team in maintaining service levels and the existing book of clients. Provide support to leadership in managing outbound sales programs and new initiatives. Achieve denoted sales and service levels as per scorecard. Bring forward new ideas, be proactive in seeking ways to enhance our client experience and maintain effective contacts and teamwork within the Call Centre.-
- 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 and by ensuring security check is completed on all calls. Review client accounts on the spot for credit violations, limitations and accurately processing all trade and non-trade related requests. Ensure correct follow up procedures are followed such as managing GOW requests, re-orgs, cash withdrawals, FX conversions, SRMs and all maintenance changes.- Who You Are- You’re a certified professional. You have 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.-
- You can demonstrate 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 is preferred.-
- You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.-
- You embrace and champion change. You'll continuously evolve your thinking and the way you work in order to deliver your best.-
- You're digitally savvy. You seek out innovative solutions and embrace evolving technologies. You can easily adapt to new tools and trends.-
- Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.-
- You're fluent in French and English to support business operations outside of Quebec, Canada. 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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.
- Subject to program terms and conditions
What you need to know- You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit Expected End Date
2025-06-27
Job Location
Mont-1155 Rene Levesque 1510
Employment Type
Regular
Weekly Hours
37.5
Skills
Customer Service, Multitasking, Sales Oriented, Team Player
