WhatYoullBe Doing
As a Premium Edge Sr. Relationship Manager, you will provide best-in-class service and build long-lasting relationships with high-net-worth, self-directed investing clients. The relationships you manage will represent strategic clients of CIBC who have highly sophisticated needs. You will educate clients in a professional manner, explaining relevant trading policies and procedures as required, leveraging your strong product and market knowledgewithout entering into discussions that could influence a clients decision. You may also handletrade execution requests,maintaincriticalaccuracyand executeorders as per client instructionin accordance withCIROregulations 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.
HowYoullSucceed
Relationship Management- You possess excellent relationship management skills, enabling you to establish and nurture strong relationships with high-net-worth clients, partners, and leadership teams. You will build and maintain a book of more than 200 high-net-worth households, consistently providing personalized service and attention. Your responsiveness ensures that client inquiries are addressed within established timelines, reflecting your commitment to exceptional client service and long-term relationship building.
Quality Assurance -Handle customer complaints and inquiries with the goal of achieving first-call resolution, or escalate appropriately if required. Leverage team resources for client administration-related tasks. Consistently follow up on client requests to ensure a positive resolution and client experience. Ensure that transaction requests are handled accurately, without errors or violations, and that CRM tools are kept up to date.
Risk Management -Protect client information by properly verifying clients. Communicate with clients only on CIBC-approved devices. Demonstrate strong attention to detail to prevent privacy breaches, violations, or errors. Properly confirm transactions to ensure compliance with CIRO and CIBC standards, as well as our Code of Conduct.
Who You Are
Yourea certified professional.You have current accreditation and good standing of the Canadian Securities Course (CSC),Conduct and PracticesHandbook(CPH)andDerivatives Fundamentals andOptionsLicensing (DFOL)course.Additionalaccreditations (MBA, CFA)consideredan asset.
Multi-lingualabilities are an asset.Fluent French and Englishrequired. Mandarin,and/orCantonese fluencyisdesirable.
You candemonstrateexperienceinSales and Relationship Managementwith 3-4years of relevant experience.You have working knowledge of the markets, including current conditions and trends in the Canadian and U.S. stock and bond markets.
You act like an owner.You thrive whenyou'reempowered to take the lead, go above and beyond, and deliver results.Ability toidentifyandstrengthenkey internal partnerships.
You embrace and champion change.Youwill continuously evolve your thinking and the way you workin order todeliver your best guidingjunior colleagues with your proven best practices.
You'redigitally savvy.Youseek outinnovative solutions and embrace evolving technologies. You can easily adapt to new tools and trends.
Values matter to you. You bring your real self toworkand you live our values - trust, teamwork, and accountability.
You're fluent in French and English to support business operations outside of Quebec, Canada.
#LI-TA
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
Expected End Date
2026-09-15
Job Location
Mont-1155 Rene Levesque 1510
Employment Type
Regular
Weekly Hours
37.5
Skills
Analytical Thinking, Business Development, Client Service, Communication, Customer Experience (CX), Financial Advising, Professional Etiquette, Relationship Building, Results-Oriented, Teamwork
