Senior Investment Representative, Premium Edge - Bilingual

Canadian Imperial Bank of Commerce; Montreal; On-site; CAD 60,000 - 90,000; Full time

Job summary

A leading bank in Canada seeks a Premium Edge Investment Representative to offer high-quality client service to high net-worth self-directed investors. This role involves educating clients about trading policies, executing transactions, and maintaining strong client relationships. Candidates must be certified in relevant financial courses and possess strong experience in client management.

Benefits

Competitive compensation

Banking benefits

Wellbeing support

Employee assistance programs

Qualifications

• Current accreditation of CSC and CPH required.
• 2-3 years in Sales and Relationship Management preferred.
• Fluency in French and English is essential.

Responsibilities

• Provide exceptional service and build relationships with high net-worth clients.
• Educate clients on trading policies and execute transactions.
• Maintain a book of clients, achieving sales targets.

Skills

Client Base

Client Service

Communication

Customer Experience (CX)

Professional Etiquette

Work Collaboratively

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 a Premium Edge Investment Representative, you will provide best in class service and build long lasting relationships 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 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 complaints with the goal of first call resolution or to be escalated appropriately if required. Arrange purchase and sales orders in accordance with client's telephoned and electronic instructions. Efficiently use phone stats to ensure the business is meeting its service levels, strive for zero trading errors, advise error desk of any trading errors and adjust client accounts as required.

• Relationship Management - Maintain a book of over 200 households and prospect for referrals through both inbound and outbound initiatives - maintaining CRM tools as needed. Achieve sales targets as per annual scorecard (Individual & Team Asset targets, ACE scores and client touchpoints). Bring forward new ideas, be proactive in seeking ways to enhance our client base 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 inSales and Relationship Management with 2-3 years of relevant experience. You have working knowledge of the markets, including current conditions and trends in the Canadian and U.S. stock and bond markets.

• You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results. Ability to identify and maintain key internal partnerships.

• You embrace and champion change. You will 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.

• It’s an asset if you’re fluent in Mandarin and/or Cantonese.

• 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.

#LI-TA

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

• 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.

Expected End Date

2025-07-28

Job Location

Mont-1155 Rene Levesque 1510

Employment Type

Regular

Weekly Hours

37.5

Skills

Client Base, Client Service, Communication, Customer Experience (CX), Direct Investments, Inbound Calls, Professional Etiquette, Work Collaboratively