Cibc Jobs in Saint-Léonard, QC
- Promoted
Sr. Investment Representative, Investors Edge - Bilingual
Canadian Imperial Bank of CommerceMontreal, QC, Canada- Promoted
Gestionnaire de propriétés
MACHMontreal, QC, CanadaCIBC - Conseiller (ère) Principal - Privabanque - bilingue
CIBCBrossard, QC- Promoted
Coordonnateur •trice - Expérience des participants
Fondation Charles-BruneauMontréal, CanadaSr. Investment Representative, Investors Edge - Bilingual
Canadian Imperial Bank of CommerceMontreal, QC, CanadaSr. Investment Representative, Investors Edge - Bilingual
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.
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 IIROC regulations and CIBC ISI policies and procedures.
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.
- Relationship Management : Maintain a book of over 200 households and prospect for referrals through both inbound and outbound initiatives - maintaining CRM tools as needed.
- 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.
Who You Are
What CIBC Offers
What you need to know
Job Location
Mont-1155 Rene Levesque 1510
Employment Type
Regular
Weekly Hours
37.5
Skills
Account Administration, Call Center, Client Service, Communication, Customer Experience (CX), Direct Investments, Inbound Calls, Investments, Work Collaboratively
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