Bilingual processing representative administering mutual fund accounts and executing transactions for Fidelity Canada. Resolving client transaction issues while supporting Canadian investors in a fully remote contract role.
About the role
- Associate in CIBC's Premium Edge team providing service to high net-worth self-directed investing clients. Educating clients on trading policies and executing trades with precision.
Responsibilities
- Provide best-in-class service with high net-worth, self-directed investing clients
- Educate clients on relevant trading policies and procedures
- Handle a large volume of calls and execute trades according to client instruction
- Maintain critical accuracy and strive for zero trading errors
- Assist the Premium Edge team in maintaining service levels and existing client books
Requirements
- Current accreditation and good standing of the Canadian Securities Course (CSC)
- Current accreditation of Conduct and Practices Handbook (CPH) and Derivatives Fundamentals and Options Licensing (DFOL)
- Experience in Sales and Relationship Management
- Working knowledge of the Canadian and U.S. stock and bond markets
- Fluent in French and English
Benefits
- Competitive compensation
- Banking benefit*
- Wellbeing support
- Employee and family assistance programs
- MomentMakers, our social, points-based recognition program
Job title
Job type
Experience level
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