Investment Representative, ISI

CIBC•Toronto, ON

10d•CA$52,890 - CA$68,440•Hybrid

About The Position

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 CIRO-ID 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

Current accreditation and good standing of Canadian Securities Course (CSC).
Will be required to complete the Conduct and Practices Handbook (CPH) within the first 6 months employment.
Degree/diploma in Business, Finance, Accounting, or a related field.
Legally eligible to work at the location(s) specified.
Must have a valid work or study permit (where applicable).

Nice To Haves

Put clients first.
Engage with purpose to find the right solutions.
Go the extra mile, because it's the right thing to do.
Act like an owner.
Thrive when empowered to take initiative, go above and beyond, and deliver results.
Values matter to you.
Bring your real self to work and live our values – trust, teamwork and accountability.

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 CIRO-ID 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 and ensure 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.