Contact Centre Representative (Mutual Funds, Remote)

CIBC US; Toronto; Remote; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Benefits program

Pension plan

Employee stock purchase plan

Vacation offering

Wellbeing support

MomentMakers program

Purpose Day

Job summary

Canadian Imperial Bank of Commerce (CIBC) is seeking a Mutual Funds Representative for our Contact Centre Investment Team. You will respond to client inquiries, promote investment products, and process mutual fund transactions with adherence to CIRO rules.

The role supports a flexible Agent@Home remote work program. You will engage clients, perform KYC, and work to achieve financial goals while providing a high-quality client experience.

Qualifications

• CIRO certification required and in good standing.
• Current accreditation in The Canadian Securities Course (CSC) or Canadian Investments Funds Course (CIFC) on an ongoing basis and CIRO licensing eligibility.
• Legally eligible to work in Canada.

Responsibilities

• Respond to client inquiries related to mutual funds and fixed term investments and provide detailed information on products and services.
• Open new Mutual Funds accounts and complete transactions (purchases, redemptions, transfers) following CIRO rules and complete a KYC.
• Promote CIBC investment products and services to help clients achieve financial goals.
• Build rapport and engage clients using discovery questions and Know Your Client (KYC) questions.
• Take ownership of client issues and collaborate to find the right solutions.

Skills

Call Center

Client Service

Communication

Inbound Calls

Mutual Funds

Telephone Banking

Work Collaboratively

Education

CIRO certification

CSC/CIFC ongoing

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

You will join the Contact Centre Investment Team as a Mutual Funds Representative. You will focus on providing an excellent client experience, by recognizing opportunities to promote CIBC investment products and services that help clients achieve their financial goals. You will be responding to client inquiries related to mutual fund and fixed term investments and provide detailed and in-depth information on products and services. The start date for this role is November 23, 2026. Our Contact Centre is open Monday to Friday from 08:00 AM to 08:00 PM. This is a full-time and shift oriented role. We would like for you to be flexible between these hours. At CIBC we enable the work environment most optimal for you to thrive in your role. You can effectively perform all work activities remotely, and will only be required to be on-site on an occasional basis. We have embarked on an Agent@Home remote work program. All employees are required to meet the Agent@Home program requirements and be able to attend your primary work location within two hours’ notice for any business related purposes.

Agent @ Home Program Requirements

Ability to work independently in a private and quiet workspace (ie. in a room or office with a door that closes) Wired Internet connection capable of continuously supporting excellent call quality and high-speed response rate (internet connection can be connected to modem through hard cable (not wireless) with a minimum download speed of 15 mbps and upload speed of 10 mbps) Satellite internet providers are prohibited and cannot be used due to the impact on call quality and the stability of service.

How You’ll Succeed

• Client Engagement – Build rapport and establish positive working relationships with clients by using discovery questions and industry standard Know Your Client (KYC) questions to determine client needs and provide information on the right investment products or services.
• Product Knowledge - Provide detailed, factual and/or technical information on Savings, Income, Growth, Index and Managed Portfolio Solutions for various Mutual Fund account types.
• Open new Mutual Funds accounts and complete Mutual Fund transactions on existing accounts, including purchases, redemptions and transfers (buying and selling) from one fund to another by following all CIRO rules and regulations and completing a KYC before each interaction.
• Problem Solving - Listen, ask questions, and put yourself in the client’s shoes. Act like an owner by taking accountability for client issues, and know when to lean on others to find the right solutions.
• Recognize and act on opportunities to engage clients in discussions of additional CIBC products and services.

Who You Are

• You put our clients first.
• You engage with purpose to find the right solutions.
• You go the extra mile, because it’s the right thing to do.
• You’re driven to succeed.
• You are motivated by accomplishing your goals and delivering your best to make an impact.
• You give meaning to data.
• You enjoy investigating complex problems, and making sense of information.
• You're confident in your ability to communicate detailed information in an impactful way.
• You’re a certified professional (CIRO).
• You have current accreditation and remain in good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) on an ongoing basis and must meet eligibility requirements for CIRO licensing.
• Values matter to you.
• You bring your real self to work and you live our values - trust, teamwork, and accountability.

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 aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• competitive salary
• incentive pay
• banking benefits
• a benefits program*
• defined benefit pension plan*
• an employee share purchase plan
• a vacation offering
• wellbeing support
• MomentMakers, our social, points-based recognition program
• Purpose Day; a paid day off dedicated for you to use to invest in your growth and development

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. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. *Subject to plan and program terms and conditions

What you need to know

CIBC is 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 we provide an accessible candidate experience. If you need accommodation, please contact [e-mail] CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise. 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. We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Toronto-20 Dundas St. W., 6th

Employment Type

Regular

Weekly Hours

37.5

Skills

• Call Center
• Client Service
• Communication
• Inbound Calls
• Mutual Funds
• Telephone Banking
• Work Collaboratively

At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.