Associate, Premium Edge

CIBC•Toronto, ON

13d•CA$52,890 - CA$71,470•Hybrid

About The Position

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.

Requirements

Current accreditation and good standing of the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH) and Derivatives Fundamentals and Options Licensing (DFOL) course (prior to Dec-2025) or CIRO Derivatives Exam (post Dec-2025).
Experience in Sales and Relationship Management.
Fluent English required.

Nice To Haves

Additional accreditations (MBA, CFA) considered an asset.
Working knowledge of the markets, including current conditions and trends in the Canadian and U.S. stock and bond markets is preferred.
Multi-lingual abilities are an asset.
French, Mandarin, and/or Cantonese fluency desirable.

Responsibilities

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 minimal 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.
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.
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.