CIBC
Associate,PremiumEdge-Billingual
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Associate, Premium Edge - Billingual at CIBC. Skills: Client Calls, Communication, Customer Inquiries, Customer Relationship Management (CRM), Customer Service, Finance, Sales, Teamwork. Provide best-in-class service with high net-worth, self-directed investing clients. Educate clients in a professional manner explaining relevant trading policies and procedures”
What You'll Achieve.
One-call resolution; Minimal wait time; Zero trading errors; Achieve denoted sales and service levels as per scorecard
Industry & Context.
Legally eligible to work at the location(s) specified, Valid work or study permit (where applicable), May be asked to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency), Artificial intelligence tools are used during the recruitment process
What They're Looking For.
Must Have
Current accreditation and good standing of the Canadian Securities Course (CSC), Current accreditation and good standing of the Conduct and Practices Handbook (CPH), Current accreditation and good standing of Derivatives Fundamentals and Options Licensing (DFOL) course (prior to Dec-2025) or CIRO Derivatives Exam (post Dec-2025), Experience in Sales, Experience in Relationship Management, Fluent in French, Fluent in English
Nice to Have
Additional accreditations (MBA, CFA), Working knowledge of the markets, including current conditions and trends in the Canadian and U. S. stock and bond markets
What You'll Do.
Provide best-in-class service with high net-worth
self-directed investing clients
Educate clients in a professional manner explaining relevant trading policies and procedures
Handle a large volume of calls
Maintain critical accuracy
Execute trades as per client instruction
Handle customer inquiries through one-call resolution
Arrange purchase and sell orders in accordance with client's instructions
Ensure all incoming client calls are answered with minimal wait time
Advise supervisors and error desk of any trading errors
Adjust client accounts as required
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
Maintain effective contacts and teamwork within the Call Centre
Protect CIBC's interest by ensuring that all telephone and electronic orders are made by qualified clients
Review client accounts on the spot for credit violations
Accurately processing all trade and non-trade related requests
Ensure correct follow up procedures are followed
How You'll Work.
Team & Collaboration
Maintain effective contacts and teamwork within the Call Centre; Bring forward new ideas; Be proactive in seeking ways to enhance our client experience
Communication Scope
Fluent in French and English
Full Job 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 [CIBC.com](https://www.cibc.com/en/about-cibc.html) **What You’ll Be Doing** As an Associate with the Premium Edge team, you will provide best-in-class service with high net-worth, self-directed 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 CIRO-ID 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 on-site 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 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
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