Associate, Premium Edge-Bilingual

Canadian Imperial Bank of Commerce; Montreal; On-site; CAD 50,000 - 75,000; Full time

Job summary

CIBC is seeking an Associate for the Premium Edge team in Montreal. The role involves delivering exceptional service to high net-worth clients, ensuring compliance, and managing client inquiries. Successful candidates will have relevant certifications and a strong background in sales and relationship management.

Benefits

Competitive compensation and benefits

Wellbeing support programs

Modern workspaces and tech tools

Qualifications

• Must complete DFOL within 3 months of hire.
• Demonstrated experience in sales and relationship management.
• Fluent in French and English to support operations outside Quebec.

Responsibilities

• Provide best-in-class service to high net-worth clients.
• Handle customer inquiries efficiently and execute trades.
• Support the Premium Edge team in achieving sales targets.

Skills

Customer Service

Multitasking

Sales Oriented

Team Player

Education

Canadian Securities Course (CSC)

Conduct and Practices Handbook (CPH)

Derivatives Fundamentals and Options Licensing (DFOL)

Job description

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 CIBC.com

What You’ll Be Doing

As an Associate with the Premium Edge team, you will provide best-in-class service to high net-worth, self-directed investing clients. You will educate clients professionally, explaining relevant trading policies and procedures with your strong product and market knowledge, without influencing client decisions. You will also handle a large volume of calls, maintain accuracy, and execute trades as per client instructions, in accordance with CIRO-ID regulations and CIBC ISI policies and procedures.

Details on your work arrangement (proportion of on-site and remote work) will be discussed during your interview.

How You’ll Succeed

• Quality Assurance: Handle customer inquiries efficiently, arrange purchase and sell orders according to client instructions, ensure minimal wait times, strive for zero trading errors, and report any errors to supervisors.
• Sales: Support the Premium Edge team in maintaining client service levels, assist in outbound sales programs, achieve sales and service targets, and proactively seek ways to enhance client experience.
• Call Management – Productivity & Compliance: Ensure all orders are made by qualified clients, review account histories, ensure security checks, and follow up on account maintenance requests accurately.

Who You Are

• Certification: Current accreditation with the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH). Derivatives Fundamentals and Options Licensing (DFOL) preferred; must be completed within 3 months of hire.
• Experience: Demonstrated experience in sales and relationship management. Knowledge of Canadian and U.S. stock and bond markets is preferred.
• Ownership Mentality: Thrive when empowered to lead and deliver results.
• Adaptability: Embrace change and continuously evolve your approach.
• Digital Savvy: Seek innovative solutions and adapt to new technologies.
• Values: Live our core values of trust, teamwork, and accountability.
• Language Skills: Fluent in French and English to support operations outside Quebec.

What CIBC Offers

We prioritize your goals, starting with your strengths and ambitions, and provide opportunities to grow your potential.

• Recognition through competitive compensation, benefits, wellbeing support, and programs like MomentMakers.
• Modern spaces and technological tools to foster collaboration and innovation.

Additional Information

• CIBC is committed to inclusivity and providing accessible experiences. Contact [e-mail] for accommodations.
• You must be legally eligible to work and have the necessary permits.
• Application process may include assessments and skills tests to learn about your abilities and provide more about CIBC.

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