CIBC
CustomerServiceRepresentative,InvestorsEdge
Neural analysis suggests this role is
optimal for Entry candidates.
“Customer Service Representative, Investors Edge at CIBC. Skills: Client engagement, Problem solving, Product knowledge, Efficiency, Computer Savvy. First point of contact for ISI clients (including Investors Edge), via phone and online channel. Recognize and accurately assess each client’s needs”
What You'll Achieve.
Make a meaningful impact in the lives of our clients; Meet work objectives; Ensure clients experience a bank that listens actively and demonstrates care for their unique needs; Make a meaningful difference in our clients’ lives; Ensure clients receive exceptional support; Allow quick resolution of problems
Industry & Context.
Problem solving; Accurately assess client needs; Provide timely resolution; Escalate to management; Find solutions
6 month term, Approximately 4 weeks onsite training in downtown Toronto, Flexible between Monday to Friday from 8:00 am to 8:00 pm, Legally eligible to work at the location(s) specified, May be asked to complete an attribute-based assessment and other skills test
What They're Looking For.
Must Have
Client engagement, Problem solving, Product knowledge, Efficiency, Computer Savvy, You put our clients first, You’re passionate about people, You love to learn, You’re goal oriented, Values matter to you
Nice to Have
CSC is an asset
What You'll Do.
First point of contact for ISI clients (including Investors Edge)
via phone and online channel
Recognize and accurately assess each client’s needs
Provide a timely resolution
Refer clients to related client relations and service groups or escalate to management
Make recommendations on client matters to meet work objectives
Ensure clients experience a bank that listens actively and demonstrates care for their unique needs
Provide support for clients by recognizing and accurately assessing their needs
Focus on each client experience and connect on a personal level to make every interaction meaningful
and put yourself in the client’s shoes
Act like an owner by taking accountability for client issues and knowing when to lean on others to find solutions
Deeply understand the lSI products and Investor’s Edge platform to ensure clients receive exceptional support
Understand that the client’s time is valuable and effectively complete client requests
Knowledge of the Online Brokerage systems and products to allow quick resolution of problems
Able to easily navigate and focus on multiple software applications and dual monitors
How You'll Work.
Team & Collaboration
Lean on others to find solutions; Surround yourself with a diverse network of partners; Teamwork
Communication Scope
Written skills; Verbal skills; Interpersonal skills
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 a member of the Investor Services Inc (ISI) team, you’ll be the first point of contact for ISI clients (including Investors Edge), via phone and online channel. As a Customer Service Representative, you can make a meaningful impact in the lives of our clients by using your exceptional interpersonal and relationship building skills to recognize and accurately assess each client’s needs and provide a timely resolution. Investor Service Inc is a non-advice group, you will not be able to provide clients recommendations or advice on products or investments. You will work in a fast-paced environment where you will make a meaningful difference in our clients’ lives. The role demonstrates solid written, verbal, and interpersonal skills to refer clients to related client relations and service groups or escalate to management The role makes recommendations on client matters to meet work objectives, ensuring that clients experience a bank that listens actively and demonstrates care for their unique needs. The expected start date will be**July 6th, 2026** You’ll begin your frontline client service journey with an industry-leading paid training program. Your training will get you equipped with the skills and knowledge to provide the best possible experience to CIBC clients – we know there’s a learning curve and we’re here to help. You’ll initially participate in approximately **4 weeks onsite** **training in downtown Toronto** with a mix of in-class learning and on-the-job application - fr
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