Associate, Edge

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, and handle a large volume of calls, maintain critical accuracy and execute trades per client instruction in accordance with CIRO‑s and CIBC ISI policies and procedures.

• Quality Assurance – Handle customer inquiries through one‑call resolution, arrange purchase and sell orders per client instructions, keep calls answered quickly, aim for zero trading errors and adjust accounts as required.
• Sales – Assist the Premium Edge team in maintaining service levels, support outbound sales programs, achieve sales and service levels as per scorecard, bring forward new ideas and maintain teamwork.
• Call Management – Productivity & Compliance – Protect CIBC's interests by ensuring all orders are made by qualified clients, review account history and coding limitations, process all trade and non‑trade requests, manage follow‑up procedures.

• Certification – Current accreditation and good standing of the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH); completion of Derivatives Fundamentals and Options Licensing (DFOL) is preferred and must be completed within 3 months of hire.
• Experience – Demonstrated experience in Sales and Relationship Management; working knowledge of Canadian and U.S. markets is preferred.
• Owner Mindset – Thrive when empowered, take the lead, exceed expectations.
• Change Champion – Continuously evolve thinking and ways to work.
• Digital Savvy – Seek innovative solutions, adapt to new tools.
• Values – Live trust, teamwork, accountability.
• Multilingual – Fluent English required;
  French, Mandarin, Cantonese desirable.

• Competitive compensation, banking benefits, well‑being support and employee assistance programs.
• Social, points‑based recognition program – Moment Makers.
• Modern work spaces and technology toolkit to bring minds together.

• Inclusive environment; accessible candidate experience. Contact accommodation via Mailb
• Active recruitment; roles posted are actively recruiting unless stated otherwise.
• Legal work eligibility required.
• May require attribute‑based assessment and other skills tests.
• tools used in recruitment; goal to get to know you better.

Toronto, 595 Bay St., 6th

Regular

37.5

Client Calls, Communication, Customer Inquiries, Customer Relationship Management (CRM), Customer Service, Finance, Sales, Teamwork

Must be legally eligible to work in the location specified and have valid work or study permit.