In addition to base pay, compensation for this role includes participation in an annual discretionary incentive or bonus program.
We are committed to providing fair, equitable, and competitive compensation opportunities for all employees and we encourage open conversations about compensation throughout the recruitment process.
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 minimal 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 organization.
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), Conduct and Practices Handbook (CPH) and Derivatives Fundamentals and Options Licensing (DFOL) course (prior to Dec-2025) or CIRO Derivatives Exam (post Dec-2025). Additional accreditations (MBA, CFA) considered an asset.
You can demonstrate experience in Sales and Relationship Management with 1-3 years of relevant experience. 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.
Multi-lingual abilities are an asset. Fluent English required. Also Mandarin, Cantonese, and/or French fluency desirable.
You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.
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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs and MomentMakers, our social, points-based 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.
Subject to program terms and conditions
What you need to know
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
- Expected End Date
- 2026-12-01
- Job Location
- Toronto-595 Bay St., 6th
Skills
Client Calls, Communication, Customer Inquiries, Customer Relationship Management (CRM), Customer Service, Finance, Sales, Teamwork
