Relationship Manager, Premium Edge - Bilingual

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 a Premium Edge Relationship Manager, you will provide best in class service and build long lasting relationships with high net-worth, self-directed investing clients. Relationships managed will represent strategic clients of CIBC whom have a high level of sophisticated needs. 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 orders as per client instruction in accordance with CIRO 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.

How You’ll Succeed

• Relationship Management - Excellent relationship building skills to establish strong key relationships with clients, employees, peers, partners, leadership teams and business owners. Maintain a book of 200+ households and prospect for referrals through both inbound and outbound initiatives – maintaining CRM tools as needed. Achieve sales targets as per annual scorecard (Individual & Team Asset targets, ACE scores, client touchpoints and meetings). Bring forward new ideas, be proactive in seeking ways to enhance our client base and maintain effective contacts and teamwork within the Contact Centre.
• Quality Assurance - Handle customer complaints with the goal of first call resolution or to be escalated appropriately if required. Arrange purchase and sales orders in accordance with client's telephoned and electronic instructions. Efficiently use phone stats to ensure the business is meeting its service levels, strive for zero trading errors, advise error desk of any trading errors and adjust client accounts as required.
• 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 3-4 years 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 when you're empowered to take the lead, go above and beyond, and deliver results. Ability to identify and strengthen key internal partnerships.

• You embrace and champion change. You will continuously evolve your thinking and the way you work in order to deliver your best – guiding junior colleagues with your proven best practices.

• 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 French and English required. Mandarin, and/or Cantonese fluency is 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.
• You're fluent in French and English to support business operations outside of Quebec, Canada.

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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 [email protected]

• 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

2026-09-15

Job Location

Mont-1155 Rene Levesque 1510

Employment Type

Regular

Weekly Hours

37.5

Skills

Account Administration, Call Center, Client Service, Communication, Customer Experience (CX), Inbound Calls, Investments, Professional Etiquette, Relationship Management, Teamwork, Work Collaboratively