Mutual Funds Rep - CIBC, Montréal

What you'll do

You will join the Contact Centre Investment Team as a Mutual Funds Representative focusing on delivering an exceptional client experience and promoting CIBC investment products and services.

• Respond to client inquiries related to mutual fund and fixed term investments and provide detailed information on products and services
• Build rapport and establish positive working relationships with clients by using discovery questions and industry standard Know Your Client (KYC) questions
• Provide detailed, factual and/or technical information on Savings, Income, Growth, Index and Managed Portfolio Solutions for various Mutual Fund account types
• Open new Mutual Funds accounts and complete Mutual Fund transactions on existing accounts, including purchases, redemptions and transfers by following all CIRO rules and regulations
• Act like an owner by taking accountability for client issues and recognizing opportunities to engage clients in discussions of additional CIBC products and services

Skills and experience

To succeed in this role, you must meet specific professional certifications and technical remote work standards.

• Current accreditation and good standing in The Canadian Securities Course (CSC) or Canadian Investments Funds Course (CIFC) with eligibility for CIRO licensing
• Fluent in French and English to support business operations outside of Quebec, Canada
• Ability to work independently in a private and quiet workspace with a door that closes
• Wired Internet connection connected to modem through hard cable with a minimum download speed of 15 mbps and upload speed of 10 mbps

The team

At CIBC, we are building a relationship-oriented bank for the modern world. Our Contact Centre operates Monday to Friday from 08:00 AM to 08:00 PM, and this full-time shift-oriented role requires flexibility within these hours. While you can effectively perform work activities remotely through the Agent@Home program, you must be able to attend your primary work location within two hours notice for business purposes when necessary.

Benefits

CIBC strives to create opportunities to tap into your potential and offers a comprehensive rewards package.

• Competitive salary and incentive pay
• Banking benefits and employee share purchase plan
• Benefits program and defined benefit pension plan
• Vacation offering and wellbeing support
• MomentMakers social, points-based recognition program
• Purpose Day, a paid day off dedicated to invest in your growth and development