Premium Edge Trading Services Associate
CIBC Investor Services Inc
Support high-net-worth investors at CIBC as a Premium Edge Associate, using market knowledge and precise trade execution in Toronto.
This Associate role serves self-directed investing clients through professional education and responsive service. You will explain trading policies, handle inbound requests, and execute client-directed trades under CIRO-ID regulations and CIBC ISI procedures. The position also requires relationship management, sales support, and careful account review.
Key Responsibilities:
- Resolve client inquiries efficiently through accurate one-call service
- Arrange purchase and sell orders per client instructions
- Execute trades accurately while minimizing trading errors
- Review accounts for restrictions, violations, and coding limitations
- Manage follow-ups involving withdrawals, reorganizations, and foreign exchange conversions
Requirements:
- Current Canadian Securities Course accreditation in good standing
- Current Conduct and Practices Handbook accreditation in good standing
- Derivatives Fundamentals and Options Licensing or CIRO Derivatives Exam
- One to three years of sales and relationship management experience
- Fluent English and preferred Canadian and United States markets knowledge
Apply your client service, compliance, market knowledge, and execution skills within CIBC’s Premium Edge team.
#J-18808-LjbffrVacancy posted 23 hours ago
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