Contact Centre Representative, Bilingual – Mutual Funds
CIBC US
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇨🇦 Canada
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Provide excellent client experience as a Mutual Funds Representative
- Respond to inquiries related to mutual fund and fixed term investments
- Promote CIBC investment products and services
- Build rapport with clients and determine their needs
- Open new Mutual Funds accounts and complete transactions
- Recognize opportunities to engage clients in discussions regarding additional services
Requirements
- Fluent in French and English
- Current MFDA accreditation
- Good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC)
- Ability to engage with clients and determine their needs
- Knowledge of mutual funds and investment products
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers recognition program
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
mutual fundsfixed term investmentsinvestment productstransactions
Soft skills
client experiencerapport buildingclient engagementneeds assessment
Certifications
MFDA accreditationCanadian Securities Course (CSC)Canadian Investments Funds Course (CIFC)