Associate, Premium Edge - Bilingual

What you’ll be doing

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, explain relevant trading policies and procedures, handle a large volume of calls, maintain critical accuracy and execute trades in accordance with CIRO‑ID regulations and CIBC ISI policies and procedures.

How you’ll succeed

• Handle customer inquiries through one‑call resolution, providing correct information efficiently.
• Arrange purchase and sell orders in accordance with client instructions.
• Ensure all incoming client calls are answered with minimal wait time to meet service levels.
• Strive for zero trading errors; advise supervisors and the error desk of any trading errors and adjust client accounts as required.

• Assist the Premium Edge team in maintaining service levels and ...