CIBC
Finance / FinServ
InvestmentRepresentative
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Investment Representative at CIBC. Skills: Risk Assessment, Attention to Detail, Business Acumen, Market Mechanics, Option trading. Pre-trade order review. Evaluating complex transactions”
What You'll Achieve.
Protecting both clients and the organization; Delivering timely results in a dynamic, fast-paced environment
Industry & Context.
Advanced analytical thinking; Decision-making under pressure; Critical thinking skills help to inform your decision making.
Flexible to work rotating shifts (between the hours of 7:00am-7:00pm), Able to work during some statutory holidays (on a rotational basis), Legally eligible to work at the location(s) specified, May be asked to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency), Use of artificial intelligence tools during the recruitment process
What They're Looking For.
Must Have
Certified professional, Current accreditation and in good standing as an Investment Representative (IR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID), Approved person for dealing with options/derivatives, Financial Services and/or Brokerage industry experience, Working knowledge of various quotation equipment, Comprehensive knowledge of Market Mechanics and Option trading
What You'll Do.
Pre-trade order review
Evaluating complex transactions
Supporting the business through critical approvals
Navigating multiple platforms
Interpreting detailed warning messages
Making informed decisions on equity
and other trade order transactions
Reviewing client orders
Ensuring strict adherence to credit
and trading policies and procedures
Identifying and mitigating potential risks
Reviewing trade information in booking systems
Responding quickly to trade review requests
Ensuring accuracy and efficiency in all activities
Maintaining a understanding of market mechanics
retail trading products
How You'll Work.
Team & Collaboration
Partner with peers and stakeholders to deliver timely results in a dynamic, fast-paced environment where sharing knowledge and skills is valued.
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 Investment Representative on Electronic Trading Team, you will be responsible for pre-trade order review. You will have the opportunity to develop and refine highly transferable skills, including advanced analytical thinking, risk assessment, and decision-making under pressure. This is a non-client facing role, allowing you to focus on evaluating complex transactions and supporting the business through critical approvals. You will learn to navigate multiple platforms, interpret detailed warning messages, and make informed decisions on equity, ETF, fixed income, mutual funds, and other trade order transactions. The successful candidate must be flexible to work rotating shifts (between the hours of 7:00am-7:00pm), and able to work during some statutory holidays (on a rotational basis). The role is open to both Toronto and Montreal employees. _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._ The expected annualized base salary range for this role is $52,890 to $68,440. The base salary is determined by a variety of factors, including the candidate’s skills, experience, and job-related knowledge, as well as geographic location and specific business needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their roles. In addition to ba
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