Investment Representative, Investors Edge-Bilingual

CIBC•Montreal, QC

2d•Hybrid

About The Position

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. 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.

Requirements

Certified professional Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).
Current accreditation and good standing for CIRO-ID licensing.
DFOL is preferred and must be completed within 12 months employment.
Degree/diploma in Business, Finance, Accounting, or a related field.
Fluent in French and English.

Responsibilities

Provide a positive customer experience by servicing clients and ensuring that all efforts towards single call resolution are delivered on a timely basis.
Accurately process all trade and non-trade related requests in accordance with CIBC Investor Services Inc. (CIBC ISI) policies and procedures and IIROC regulations.
Process client orders and answer their inquiries in accordance with Investor Services Inc. policies and procedures.
Make recommendations on client matters to meet work objectives, ensuring that clients experience a bank that listens actively and demonstrates care for their needs.
Deepen relationships, quickly resolve issues and use well-honed interpersonal skills to recognize and accurately assess client needs.
Be the best listener as the first point of contact for Investor Services Inc. (ISI).
Make sure clients’ feel heard, no matter what the issue.
Partner with your team to connect clients with opportunities.
Participate in cross-functional teams and liaise with other units of CIBC.