Investment Representative- ISI- Bilingual

Canadian Imperial Bank of Commerce; Montreal; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A leading Canadian Bank in Montreal seeks an Investment Representative to ensure a positive client experience by addressing inquiries and processing requests efficiently. The ideal candidate will have a background in Business or Finance, relevant certification, and be fluent in both French and English. The role emphasizes relationship building and teamwork, offering various employee benefits to support growth and well-being.

Benefits

Competitive salary

Incentive pay

Banking benefits

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

Qualifications

• You are a certified professional with accreditation in Canadian Securities Course (CSC).
• You thrive when empowered to take initiative and deliver results.
• Fluent in French and English to serve clients.

Responsibilities

• Provide a positive customer experience servicing clients.
• Process trade and non-trade related requests accurately.
• Engage clients to find the right solutions and resolve issues.

Skills

Account Administration

Client Service

Communication

Customer Experience (CX)

Work Collaboratively

Education

Degree/Diploma in Business, Finance, Accounting, or related field

Current accreditation of Canadian Securities Course (CSC)

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’ll join CIBC’s Investors Services Inc. (ISI) team. As an Investment Representative (IR) you’ll provide a positive customer experience by servicing clients and ensuring that all efforts towards single call resolution are delivered on a timely basis. You’ll accurately process all trade and non-trade related requests in accordance with CIBC Investor Services Inc. (CIBC ISI) policies and procedures and IIROC regulations. The role demonstrates solid written, verbal and interpersonal skills to process client orders and answer their inquiries in accordance with Investor Services Inc. policies and procedures. The role makes recommendations on client matters to meet work objectives, ensuring that clients experience a bank that listens actively and demonstrates care for their needs.

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

• Relationship Building - Get comfortable connecting on a personal level. Don’t be afraid to draw from your own experiences to help our clients. You’ll deepen relationships, quickly resolve issues and use your well-honed interpersonal skills to recognize and accurately assess client needs.
• Client Engagement - As the first point of contact for Investor Services Inc. (ISI), be the best listener. Make sure our clients’ feel heard, no matter what the issue.
• Teamwork - Partner with your team to connect clients with opportunities. Participate in cross-functional teams and liaise with other units of CIBC.

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 are a certified professional. You have current accreditation and good standing of Canadian Securities Course (CSC). You will be required to complete the Conduct and Practices Handbook (CPH) within the first 6 months employment.
• You act like an owner. You thrive when you're empowered to take the initiative, go above and beyond, and deliver results.
• You have a degree/diploma in Business, Finance, Accounting, or a related field.
• 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 serve our clients in the community.

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.
• 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]
• 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 tests (such as simulation, coding, French proficiency, MS Office). 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

Mont-1155 Rene Levesque 1510

Employment Type

Regular

Weekly Hours

37.5

Skills

Account Administration, Call Center, Client Service, Communication, Customer Experience (CX), Inbound Calls, Investments, Work Collaboratively