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Added 1 min ago
BI
Bilingual Customer Support Representative, BMO Insurance
BMO Insurance
AB · Alberta, Canada
- Full-time
Comfortable using digital tools, CRM platforms, and virtual engagement channels.
Added 1 min ago
OA
Events & Engagement Strategist OpenRoad Auto
OpenRoad Auto Group
Richmond, BC
- Full-time
Added 1 min ago
AC
Marketing Manager - Cargo
Air Canada
Toronto, ON · Dorval, QC
- Full-time
Added 1 min ago
R
Specialist, Client Services
Ryan
Mississauga, ON
- Full-time
Understanding of Microsoft tools including outlook, excel and word. The use of CRM tools ideally Salesforce is an advantage.
Added 16 mins ago
BI
Bilingual Customer Support Representative, BMO Insurance
BMO Insurance
BC · British Columbia, Canada
- Full-time
Comfortable using digital tools, CRM platforms, and virtual engagement channels.
Added 16 mins ago
BI
Bilingual Customer Support Representative, BMO Insurance
BMO Insurance
SK · Saskatchewan, Canada
- Full-time
Comfortable using digital tools, CRM platforms, and virtual engagement channels.
Added 16 mins ago
BI
Bilingual Customer Support Representative, BMO Insurance
BMO Insurance
NL · Newfoundland and Labrador, Canada
- Full-time
Comfortable using digital tools, CRM platforms, and virtual engagement channels.
Added 16 mins ago
BI
Bilingual Customer Support Representative, BMO Insurance
BMO Insurance
MB · Manitoba, Canada
- Full-time
Comfortable using digital tools, CRM platforms, and virtual engagement channels.
Added 16 mins ago
BI
Bilingual Customer Support Representative, BMO Insurance
BMO Insurance
NB · New Brunswick, Canada
- Full-time
Comfortable using digital tools, CRM platforms, and virtual engagement channels.
Added 16 mins ago
BI
Bilingual BMO Insurance Service Centre Analyst
BMO Insurance
Toronto, ON
- Full-time
Tech-savvy with comfort using CRM platforms, digital tools, and virtual client engagement methods.
Added 16 mins ago
BI
Bilingual Customer Support Representative, BMO Insurance
BMO Insurance
NS · Nova Scotia, Canada
- Full-time
Comfortable using digital tools, CRM platforms, and virtual engagement channels.
Added 16 mins ago
EG
Business Development Specialist
Emterra Group
Oakville, ON
- Full-time
Accurately manage leads, opportunities, forecasts, and client interactions within the CRM platform.
Added 16 mins ago
IR
Sales Account Executive (Healthcare Market Research)
iData Research
Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
Maintain detailed and accurate client activity in CRM systems
Added 16 mins ago
B
Bilingual BMO Insurance Service Centre Analyst
BMO
Toronto, ON · YNG
- Full-time
Tech-savvy with comfort using CRM platforms, digital tools, and virtual client engagement methods.
Added 31 mins ago
BC
Specialist, Broking & Placement - Real Estate
BFL CANADA
Langley (District), BC · Vancouver, BC · Langley, BC
- Full-time
University degree or Professional insurance designation (CIP,CAIB,CRM) preferred
Added 45 mins ago
RI
Contact Center/Amazon Connect with AWS DevOps
Raas Infotek
Toronto, ON
- Contract
Design integrations between the contact center platform and CRM, APIs, authentication systems, databases, payment platforms, and other enterprise applications.
Added 45 mins ago
GA
Career & Inclusion Consultant - Edmonton
Gateway Association Alberta
AB · Edmonton, AB
- Full-time
Maintain accurate, timely and detailed case notes in the Government of Alberta’s CRM system, Compass, including all participant interactions, milestones, workshop attendance, goal…
Added 1 hour ago
Solution Architect, D365 Customer Engagement
Long View Systems
Calgary, AB · AB · Vancouver, BC · Toronto, ON
3+ years’ experience implementing and using Dynamics 365 CE Field Service/Microsoft CRM
Added 1 hour ago
UR
Outside Sales Rep - Mobile Storage
United Rentals
Edmonton, AB
- Full-time
Utilize Sales Force.com and other CRM Tools to develop pipeline of opportunities
Added 1 hour ago
IS
Customer Service Manager
Intellijoint Surgical
Kitchener, ON
- Full-time
Act as the primary business owner and day-to-day user of key business systems, including CRM, ERP, and CLM
Added 1 hour ago
SL
Engineering Manager - Advisor Experience
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Waterloo King
- Full-time
Hands-on experience with CRM platforms (Salesforce preferred), including building and integrating CRM-based workflows
Added 1 hour ago
C
Associate, Premium Edge
CIBC
Toronto, ON
- Full-time
Added 1 hour ago
B
Manager, Risk & Insurance
Brookfield
Toronto, ON
- Full-time
Professional designation(s) (CIP, FCIP, CRM, CPA, CA, CIA or equivalent) preferred.
Added 1 hour ago
KR
Amazon Connect & AWS DevOps
KTek Resourcing
Toronto, ON
- Contract
Design integrations between contact center platforms and CRM, APIs, authentication systems, databases, payment platforms, and other enterprise applications.
Added 1 hour ago
S
independent Sales Representative-Healthcare & Physiotherapy( Commission Only)
SET
Toronto, ON
- Contract
SET provides product and program onboarding, approved sales and marketing tools, access to technical expertise, customer support and a secure CRM environment.

CIBC

Associate, Premium Edge

Toronto, ON, Canada

The expected annualized base salary range for this role is $56,500 to $77,000. · Full-time

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Job details

Pay: The expected annualized base salary range for this role is $56,500 to $77,000.
Job type: Full-time
Apply by: Dec 2, 2026
Experience: You can demonstrate experience in Sales and Relationship Management with 1-3 years of relevant experience.
Posting language: English
Posted: Nov 5, 2026

Original job description

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 CIBC.com

What You’ll Be Doing

As an Associate with the Premium Edge team, you will provide best-in-class service with high net-worth, self-directed investing clients. You will educate clients in a professional manner explaining relevant trading policies and procedures as required with your strong product and market knowledge; without entering into discussions that would influence a client's decision. You will also handle inbound trade execution requests, maintain critical accuracy and execute trades as per client instruction in accordance with CIRO-ID regulations and CIBC ISI policies and procedures.

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.

The expected annualized base salary range for this role is $56,500 to $77,000.

The base salary is determined by a variety of factors, including the candidate’s skills, experience, and job-related knowledge, as well as geographic location and specific business needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their roles.

In addition to base pay, compensation for this role includes participation in an annual discretionary incentive or bonus program.

We are committed to providing fair, equitable, and competitive compensation opportunities for all employees and we encourage open conversations about compensation throughout the recruitment process.

How You’ll Succeed

Quality Assurance - Handle customer inquiries through one-call resolution, providing correct information in an efficient manner. Arrange purchase and sell orders in accordance with client's instructions. Ensure all incoming client calls are answered with minimal wait time to ensure the business is meeting its service levels. Strive for zero trading errors, advise supervisors and error desk of any trading errors and adjust client accounts as required.  
Sales - Assist the Premium Edge team in maintaining service levels and the existing book of clients. Provide support to leadership in managing outbound sales programs and new initiatives. Achieve denoted sales and service levels as per scorecard. Bring forward new ideas, be proactive in seeking ways to enhance our client experience and maintain effective contacts and teamwork within the organization.
Call Management, Productivity & Compliance - Protect CIBC's interest by ensuring that all telephone and electronic orders are made by qualified clients by reviewing account history and coding limitations and by ensuring security check is completed on all calls. Review client accounts on the spot for credit violations, limitations and accurately processing all trade and non-trade related requests. Ensure correct follow up procedures are followed such as managing GOW requests, re-orgs, cash withdrawals, FX conversions, SRMs and all maintenance changes.

Who You Are

You’re a certified professional. You have current accreditation and good standing of the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH) and Derivatives Fundamentals and Options Licensing (DFOL) course (prior to Dec-2025) or CIRO Derivatives Exam (post Dec-2025). Additional accreditations (MBA, CFA) considered an asset.
You can demonstrate experience in Sales and Relationship Management with 1-3 years of relevant experience. Working knowledge of the markets, including current conditions and trends in the Canadian and U.S. stock and bond markets is preferred.
You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
You embrace and champion change. You'll continuously evolve your thinking and the way you work in order to deliver your best.
You're digitally savvy. You seek out innovative solutions and embrace evolving technologies. You can easily adapt to new tools and trends.
Multi-lingual abilities are an asset. Fluent English required. Also Mandarin, Cantonese, and/or French fluency desirable.
You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.

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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.

*Subject to program terms and conditions

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 Mailbox.careers-carrieres@cibc.com
CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
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
We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Expected End Date

2026-12-01

Job Location

Toronto-595 Bay St., 6th

Employment Type

Regular

Weekly Hours

37.5

Skills

Client Calls, Communication, Customer Inquiries, Customer Relationship Management (CRM), Customer Service, Finance, Sales, Teamwork

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More about this job

Responsibilities

Provide best-in-class service to high net-worth clients by executing trades and educating them on policies while maintaining strict regulatory compliance. Support the team in managing outbound sales programs and new initiatives to meet service level scorecards.

Requirements

Candidates must hold current accreditations including the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), and Derivatives Fundamentals and Options Licensing (DFOL). A minimum of 1-3 years of relevant experience in sales and relationship management is required.

Skills

Client service
Trade execution
Relationship management
Sales
Market knowledge
Compliance
Quality assurance
Communication
Problem solving
Financial analysis
Time management
Technical proficiency
Teamwork
Data accuracy
Regulatory knowledge

Benefits

Competitive compensation
Banking benefit
Wellbeing support
Employee and family assistance programs
MomentMakers recognition program

Visa sponsorship

Not detected in the job text

Keywords

Premium Edge
Banking
High net-worth
Self-directed investing
Trade execution
CIRO-ID
CIBC ISI
Canadian Securities Course
CSC
Conduct and Practices Handbook
CPH
Derivatives Fundamentals and Options Licensing
DFOL
MBA
CFA
Sales
Relationship Management
Stock market
Bond market
Compliance
Quality Assurance
Financial services
Investment

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