Associate, Premium Edge – Bilingual

Posted 2 days ago

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About the role

  • Associate providing best-in-class service to high net-worth investing clients. Educating clients on trading policies and executing trades in compliance with regulations for CIBC.

Responsibilities

  • Provide best-in-class service with high net-worth, self-directed investing clients
  • Educate clients regarding trading policies and procedures
  • Handle a large volume of calls and execute trades as per client instruction
  • Strive for zero trading errors and advise supervisors of any errors
  • Assist in maintaining service levels and support leadership in managing sales programs
  • Protect CIBC's interest by ensuring all orders are made by qualified clients

Requirements

  • Current accreditation and good standing of the Canadian Securities Course (CSC)
  • Conduct and Practices Handbook (CPH)
  • Derivatives Fundamentals and Options Licensing (DFOL) course
  • Additional accreditations (MBA, CFA) considered an asset
  • Experience in Sales and Relationship Management
  • Working knowledge of the markets including Canadian and U.S. stock and bond markets

Benefits

  • Competitive compensation
  • Banking benefit*
  • Wellbeing support
  • Employee and family assistance programs
  • MomentMakers, our social, points-based recognition program

Job title

Job type

Full Time

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Professional Certificate

Location requirements

HybridMontrealCanada

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