Investment Representative, ISI - Bilingual (Quebec City)

Investment Representative, ISI - Bilingual (Quebec City)

17 Oct
|
CIBC
|
Quebec City

17 Oct

CIBC

Quebec City

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 CIRO-ID regulations. The role demonstrates solid written, verbal and interpersonal skills to process client orders and answer their inquiries in accordance with Investor Services Inc. policies and procedures. 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 needs. At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of in office 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. You act like an owner. You thrive when you're empowered to take the initiative, go above and beyond, and deliver results. You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.
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*, 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 we provide an accessible candidate experience. If you need accommodation, please contact [email protected]. CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise. 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. We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency). 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.
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
At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.

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📌 Investment Representative, ISI - Bilingual (Quebec City)
🏢 CIBC
📍 Quebec City

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