CIBC

Sr. Relationship Manager, Premium Edge

CIBC$93K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of sales and relationship management experience, particularly with high-net-worth clients.
  • Current accreditation in Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), and Derivatives Fundamentals and Options Licensing (DFOL).
  • Experience with market trends in Canadian and U.S. stock and bond markets.
  • Ability to leverage technology and adapt to new tools in financial services.
  • Bilingualism is an asset; fluency in English plus French, Mandarin, or Cantonese is desirable.

Responsibilities

  • Build and maintain strong relationships with over 200 high-net-worth households.
  • Provide top-tier client service, addressing inquiries swiftly and effectively.
  • Educate clients on trading policies and regulations while ensuring compliance standards are met.
  • Manage customer complaints aiming for first-call resolution and positive outcomes.
  • Verify client information meticulously to protect privacy and ensure accuracy in transactions.

Benefits

  • Competitive compensation package with personalized recognition.
  • Support for employee wellbeing and family assistance programs.
  • Access to modern workspaces and technological resources for collaboration and innovation.
Full Job Description

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.

The expected annualized base salary range for this role is $93,000 to $120,000.

The base salary is determined by a variety of factors, including the candidates 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 roleincludes participation in an annual discretionary incentive orbonus 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.

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.

  • 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.

  • Youredigitally 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.

  • Multi-lingualabilities are an asset.Fluent Englishrequired. French, Mandarin,and/orCantonese fluencyisdesirable.

#LI-TA

What CIBC Offers

  • 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 clarity in our hiring process. All roles posted are opportunities were 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

2026-07-01

Job Location

Toronto-595 Bay St., 6th

Employment Type

Regular

Weekly Hours

37.5

Skills

Coaching, Communication, Customer Acquisition Strategy, Customer Experience (CX), Direct Investments, Process Improvements, Work Collaboratively

About CIBC

The Canadian Imperial Bank of Commerce is a Canadian multinational banking and financial services corporation headquartered in Toronto, Ontario. The bank is headquartered at Commerce Court in the city's Financial District. CIBC's Institution Number is 010, and its SWIFT code is CIBCCATT. It is one of two Big Five banks founded in Toronto, the other being the Toronto-Dominion Bank. The Canadian Imperial Bank of Commerce was formed through the June 1, 1961, merger of the Canadian Bank of Commerce and the Imperial Bank of Canada, the largest merger between chartered banks in Canadian history. The bank has four strategic business units: Canadian Personal and Business Banking, Canadian Commercial Banking and Wealth Management, U.S. Commercial Banking and Wealth Management, and Capital Markets. It has international operations in the United States, the Caribbean, Asia, and United Kingdom; Globally. CIBC serves more than eleven million clients, and has over 40,000 employees. The company ranks at number 172 on the Forbes Global 2000 listing.
Learn more about CIBC
Market Cap
$43.5 billion
Industry
Founded
1867
5 Year Trend
+8.8%

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