Description
Serve clients with excellence as an Investment Representative at CIBC in Montreal. Your focus will be on service quality, accurate processing of transactions, and relationship building.
CIBC is looking for an Investment Representative to join its Montreal team within Investors Services Inc. This role requires a certified professional who can effectively manage client requests and trade processing while adhering to CIBC ISI policies. Your ability to listen and engage will enhance customer satisfaction and build trust.
Key Responsibilities:
• Handle all client trade-related requests effectively
• Achieve single call resolution for customer inquiries
• Develop relationships through personal engagement
• Cooperate with cross-functional teams to support clients
• Offer recommendations tailored to client interests
Requirements:
• CIRO-ID accreditation and preferred DFOL completion
• Educational background in Business or Finance
• Bilingual in French and Engli...
CIBC is looking for an Investment Representative to join its Montreal team within Investors Services Inc. This role requires a certified professional who can effectively manage client requests and trade processing while adhering to CIBC ISI policies. Your ability to listen and engage will enhance customer satisfaction and build trust.
Key Responsibilities:
• Handle all client trade-related requests effectively
• Achieve single call resolution for customer inquiries
• Develop relationships through personal engagement
• Cooperate with cross-functional teams to support clients
• Offer recommendations tailored to client interests
Requirements:
• CIRO-ID accreditation and preferred DFOL completion
• Educational background in Business or Finance
• Bilingual in French and Engli...
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