Associate, Premium Edge - Toronto, Canada - CIBC

CIBC
CIBC
Verified Company
Toronto, Canada

1 month ago

Sophia Lee

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Sophia Lee

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Description
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.

To learn more about CIBC, please visit


Job Description:


  • What You'll Be Doing
  • As an Associate with the Premium Edge team, you will provide bestinclass service with high networth, selfdirected 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.
  • At CIBC we enable the work environment most optimal for you to thrive in your role. _
  • Details on your work arrangement (proportion of onsite and remote work) will be discussed at the time of your interview._
How You'll Succeed- Quality Assurance - 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 mínimal 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. Sales - 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. 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. Working knowledge of the markets, including current conditions and trends in the Canadian and U.S. stock and bond markets is preferred. You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results. You embrace and champion change. You'll 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. Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability. Multi-lingual abilities are an asset. Fluent English required. Mandarin, and/or Cantonese fluency desirable.- What CIBC offers

  • At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
  • We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a health benefits program, defined benefit pension plan, an employee share purchase plan and MomentMakers, our social, pointsbased recognition program.
  • Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
  • We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

What you need to knowYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

Toronto-483 Bay St, 7th Floor

Employment Type

Regular

Weekly Hours

37.5


Skills:

Investments, Relationship Management,
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