Offices across Canada

CIBC - Investment Representative, ISI Contact Centre - Downtown Montreal - Bilingual

Montréal, Quebec
Full Time

What You’ll Be Doing

You’ll join CIBC’s Investors Services Inc. (ISI) Downtown Montreal team. As an Investment Representative (IR) you’ll provide a positive customer experience by servicing clients and ensuring that all efforts towards single call resolution are delivered on a timely basis. You’ll accurately process all trade and non-trade related requests in accordance with CIBC Investor Services Inc. (CIBC ISI) policies and procedures and IIROC regulations. The expected start date will be Monday Novemver 6th, 2023.

You’ll begin your frontline client service journey with an industry-leading paid training program. Your training will get you equipped with the skills and knowledge to provide the best possible experience to CIBC clients – we know there’s a learning curve and we’re here to help. You’ll initially participate in approximately 5 weeks onsite training in Downtown Montreal as of Monday Novemver 6th, 2023. with a mix of in-class learning and on-the-job application - from Monday to Friday, 9:00 a.m. to 5:00 p.m. EST

A quick note on your availability – our Contact Centre is open Monday to Friday from 8:00 am to 8:00 pm.  We’d like for you to be flexible between these hours.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.


How You’ll Succeed

  • Client engagement - Provide support for clients by recognizing and accurately assessing their needs. Focus on each client experience and connect on a personal level to make every interaction meaningful.

  • Problem solving - Listen, ask questions, and put yourself in the client’s shoes. Act like an owner by taking accountability for client issues and knowing when to lean on others to find solutions.

  • Product knowledge - Deeply understand the lSI products and Investor’s Edge platform to ensure clients receive exceptional support.  

  • Efficiency - Understand that the client’s time is valuable and effectively complete client inquiries and trading requests. Strong knowledge of the Online Brokerage systems and products to allow quick resolution of problems.

  • Computer Savvy - Able to easily navigate and focus on multiple software applications and dual monitors. 


 Who You Are

  • You have current accreditation and good standing of Canadian Securities Course (CSC), and will be required to complete the Conduct and Practices Handbook (CPH) within the first 6 months employment.

  • You put our clients first. You engage with the purpose of finding the right solutions. You go the extra mile because it is the right thing to do.

  • You’re passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You achieve trust through respect and authenticity.

  • You love to learn. You’re passionate about growing your knowledge, and you know that there is no limit to what you can achieve.

  • You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.

  • You engage with your heart and mind. You care about people, and you understand different perspectives. You listen and learn from the experience of others.

  • Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.

  • You're fluent in French and English to support business operations outside of Quebec, Canada.


What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

  • We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a health benefits program, defined benefit pension plan, an employee share purchase plan and MomentMakers, our social, points-based recognition program.

  • Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

  • We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.



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.

How to Apply