Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Target Resume Now
Tailor your resume to this Associate, Premium Edge role.
Rezi rewrites your resume against CIBC's job description. Free.
Tailor your resume to this Associate, Premium Edge role.
Rezi rewrites your resume against CIBC's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Associate, Premium Edge posting at CIBC — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Associate, Premium Edge posting at CIBC — free, in seconds.
About the Role
As an Associate with the Premium Edge team, you will provide best-in-class service to high net-worth, self-directed investing clients. You will educate clients professionally on trading policies and procedures, handle inbound trade execution requests, and execute trades accurately per client instructions while adhering to regulations and company policies.
Responsibilities
- Provide best-in-class service to high net-worth, self-directed investing clients.
- Educate clients professionally on relevant trading policies and procedures.
- Handle inbound trade execution requests.
- Maintain critical accuracy and execute trades as per client instruction.
- Adhere to CIRO-ID regulations and CIBC ISI policies and procedures.
- Handle customer inquiries through one-call resolution, providing correct information efficiently.
- Arrange purchase and sell orders in accordance with client's instructions.
- Ensure all incoming client calls are answered with minimal wait time.
- Strive for zero trading errors, advise supervisors and error desk of any trading errors, and 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 and be proactive in seeking ways to enhance client experience.
- Maintain effective contacts and teamwork within the organization.
- Protect CIBC's interest by ensuring all telephone and electronic orders are made by qualified clients.
- Review account history and coding limitations.
- Ensure security check is completed on all calls.
- Review client accounts for credit violations and limitations.
- Accurately process all trade and non-trade related requests.
- Ensure correct follow-up procedures are followed for GOW requests, re-orgs, cash withdrawals, FX conversions, SRMs, and all maintenance changes.
Requirements
- Certified professional with 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).
- 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.
- Fluent English required.
- Legally eligible to work at the specified location(s).
- May be asked to complete an attribute-based assessment and other skills tests.
- Will use artificial intelligence tools during the recruitment process.
Skills
- Client Calls
- Communication
- Customer Inquiries
- Customer Relationship Management (CRM)
- Customer Service
- Finance
- Sales
- Teamwork
- Product knowledge
- Market knowledge
- Trading policies and procedures
- Sales programs
- Client experience enhancement
- Teamwork
- Compliance
- Sales
- Relationship Management
Location
- Toronto-595 Bay St., 6th
Work Type
- Regular
- Full-time
Experience Level
- 1-3 years
Education Level
- Canadian Securities Course (CSC)
- Conduct and Practices Handbook (CPH)
- Derivatives Fundamentals and Options Licensing (DFOL)
- CIRO Derivatives Exam
- MBA
- CFA
Salary/Compensations
- $56,500 to $77,000
Benefits
- Participation in an annual discretionary incentive or bonus program
- Competitive compensation
- Banking benefit
- Wellbeing support
- Employee and family assistance programs
- MomentMakers recognition program
About the Company
- CIBC is building a relationship-oriented bank for the modern world.
- At CIBC, team members are empowered at work, 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
Equal Opportunity
- 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.
- 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.