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Contact Centre Investment Team – Mutual Funds Representative


This is a Full-time position in Toronto, ON posted November 24, 2021.

We’re building a relationship-oriented bank for the modern world.

We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work.

Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit Job Description What You’ll Be Doing You’ll join the Contact Centre Investment Team.

As a Mutual Funds Representative you will focus on providing an excellent client experience, by recognizing opportunities to promote CIBC investment products and services that help clients achieve their financial goals.

You will be responding to client inquiries related to mutual fund and fixed term investments and provide detailed and in-depth information on products and services.

The start date for this role is Monday, Jan 3rd 2022.

Our Contact Centre is open Monday to Friday 08:00AM to 08:00PM.

This is a full-time and shift oriented role, We’d like for you to be flexible between these hours.

We have embarked on an AgentHome remote work program.

All employees may be given the opportunity to work from home, if you can meet the AgentHome program requirements and are able to attend your primary work location within two hours’ notice.

Agent Home Program Requirements Ability to work independently in a private and quiet workspace (ie.

in a room or office with a door that closes) Wired Internet connection capable of continuously supporting excellent call quality and high-speed response rate (internet connection can be connected to modem through hard cable (not wireless) with a minimum download speed of 15 mbps and upload speed of 10 mbps) How You’ll Succeed Client Engagement
– Build rapport and establish positive working relationships with clients by using discovery questions and industry standard Know Your Client (KYC) questions to determine client needs and provide information on the right investment products or services.

Product Knowledge
– 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 (buying and selling) from one fund to another by following all MFDA rules and regulations and completing a KYC before each interaction.

Problem Solving
– Listen, ask questions, and put yourself in the client’s shoes.

Act like an owner by taking accountability for client issues, and know when to lean on others to find the right solutions.

Recognize and act on opportunities to engage clients in discussions of additional CIBC products and services.

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’re driven to succeed.

You are motivated by accomplishing your goals and delivering your best to make an impact.

You give meaning to data.

You enjoy investigating complex problems, and making sense of information.

You’re confident in your ability to communicate detailed information in an impactful way.

You’re a certified professional.

You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).

Values matter to you .

You bring your real self to work and you live our values
– trust, teamwork, and accountability.

What CIBC Offers At CIBC, our people are our greatest asset.

You’ll become part of a diverse community that acknowledges everyone’s unique talents, and empowers teams to do what’s right for the client, and to do it well.

As part of our team, you will: Thrive: Benefit from an open and approachable culture that provides the flexibility and support you need to integrate your life at work and at home Connect : Work in a place where the right technology and infrastructure fosters innovation, collaboration and creativity Develop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planning and comprehensive product training Prosper: Share in our collective success with a competitive salary, incentive pay, banking benefits, health benefits program, and employee share purchase plan 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 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 Job Location Toronto-5650 Yonge St.

19th Employment Type Regular Weekly Hours 37.5 Skills