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
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