Support high-net-worth investors at CIBC as a Premium Edge Associate, using market knowledge and accurate trade execution in Toronto.
This Associate role serves self-directed investing clients through skilled education and responsive service. You will explain trading policies, handle inbound requests, and execute client-directed trades under CIRO-ID regulations and CIBC ISI procedures. The position also requires relationship management, sales support, and careful account review.
Key Responsibilities:
Resolve client inquiries efficiently through accurate one-call service
Arrange purchase and sell orders per client instructions
Execute trades accurately while minimizing trading errors
Review accounts for restrictions, violations, and coding limitations
Manage follow-ups involving withdrawals,
reorganizations, and foreign exchange conversions
Requirements:
Current Canadian Securities Course accreditation in valuable standing
Current Conduct and Practices Handbook accreditation in good standing
Derivatives Fundamentals and Options Licensing or CIRO Derivatives Exam
One to three years of sales and relationship management experience
Fluent English and preferred Canadian and United States markets knowledge
Apply your client service, compliance, market knowledge, and execution skills within CIBC’s Premium Edge team.
J-18808-Ljbffr
📌 Premium Edge Trading Services Associate Toronto
🏢 CIBC
📍 Toronto
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.