Senior Investment Representative, Premium Edge

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 in Sales 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. 

• You're fluent in English. It’s an asset if you’re fluent in French; Mandarin and/or Cantonese.

• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.  ​

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