What You’ll Be Doing You’ll join CIBC’s Investors Services Inc. (ISI) team as an Investment Representative (IR). You’ll provide a positive customer experience by servicing clients and ensuring that all efforts towards single call resolution are delivered on a timely basis. You’ll accurately process all trade and non-trade related requests in accordance with CIBC Investor Services Inc. (CIBC ISI) policies and procedures and IIROC regulations. You’ll use solid written, verbal and interpersonal skills to process client orders and answer their inquiries in accordance with Investor Services Inc. policies and procedures. You’ll make recommendations on client matters to meet work objectives, ensuring that clients experience a bank that listens actively and demonstrates care for their needs. 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 Relationship Building - Get comfortable connecting on a personal level. Don’t be afraid to draw from your own experiences to help our clients. You’ll deepen relationships, quickly resolve issues and use your well-honed interpersonal skills to recognize and accurately assess client needs. Client Engagement - As the first point of contact for Investor Services Inc. (ISI), be the best listener. Make sure our clients feel heard, no matter what the issue. Teamwork - Partner with your team to connect clients with opportunities. Participate in cross-functional teams and liaise with other units of CIBC. Who You Are You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do. You are a certified professional. Canadian Investment Regulatory Organization – Investment Dealer (CIRO-ID). You have current accreditation and good standing for CIRO-ID licensing. DFOL is preferred and must be completed within 12 months employment. You act like an owner. You thrive when you’re empowered to take the initiative, go above and beyond, and deliver results. You have a degree/diploma in Business, Finance, Accounting, or a related field. Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability. You’re fluent in French and English to serve our clients in the community. What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. Subject to plan and program terms and conditions. What You Need To Know 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 provide an accessible candidate experience. If you need accommodation, please contact You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. Job Location Mont-1155 Rene Levesque 1510 Employment Type Regular Weekly Hours 37.5 Skills Account Administration, Call Center, Client Service, Communication, Customer Experience (CX), Inbound Calls, Investments, Work Collaboratively #J-18808-Ljbffr