CIBC US
CIBC US
1,001 – 5,000 Employees
CIBC US is the United States-based company profile for CIBC. This profile provides company information for job seekers researching opportunities with CIBC US.

Bilingual Mutual Funds Contact Centre Representative – CIBC Montreal Hybrid

Support CIBC mutual fund clients in French and English through a hybrid contact-centre role in Montreal. Advise on investments, process account transactions, and deliver informed, relationship-focused service.

Description

  • Deliver a high-quality client experience as part of the Contact Centre Investment Team
  • Identify suitable opportunities to promote CIBC investment products and services
  • Handle client questions about mutual funds and fixed-term investments
  • Explain product features and service details thoroughly and accurately
  • Develop positive client relationships through discovery and Know Your Client questions
  • Explain Savings, Income, Growth, Index, and Managed Portfolio Solutions
  • Establish new mutual fund accounts for clients
  • Process purchases, redemptions, and transfers on existing mutual fund accounts
  • Apply CIRO requirements and complete Know Your Client procedures during every interaction
  • Research and resolve complex client concerns
  • Recognize opportunities to introduce clients to other CIBC products and services
  • Work scheduled shifts within the Monday-to-Friday contact-centre operating hours

Requirements

  • Hold current accreditation and remain in good standing through the Canadian Securities Course (CSC) or Canadian Investment Funds Course (CIFC)
  • Meet the eligibility criteria for CIRO licensing
  • Be fluent in both French and English
  • Work independently from a private, quiet workspace
  • Have a wired internet connection with at least 15 Mbps download and 10 Mbps upload speeds
  • Use of satellite internet service is not permitted
  • Be available Monday through Friday between 8:00 AM and 8:00 PM
  • Be legally authorized to work at the specified location and, where applicable, possess a valid work or study permit
  • Be able to reach the primary work location within two hours when required for business purposes
  • Maintain regular full-time availability
  • Demonstrate strong client service, communication, inbound calling, telephone banking, and mutual fund capabilities

Benefits

  • Competitive salary
  • Incentive compensation
  • Banking benefits
  • Employee benefits program
  • Defined benefit pension plan
  • Employee share purchase plan
  • Vacation offering
  • Wellbeing support
  • MomentMakers social recognition program with points-based rewards
  • Paid Purpose Day supporting growth and development
  • Remote work program
  • Accessible candidate experience with accommodation support

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