Relationship Manager, Premium Edge - Bilingual

CIBC•Montreal, QC

10d•Hybrid

About The Position

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. 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.

Requirements

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).
3-4 years of relevant experience in Sales and Relationship Management.
Working knowledge of the markets, including current conditions and trends in the Canadian and U.S. stock and bond markets.
Ability to identify and strengthen key internal partnerships.
Fluent French and English required.

Nice To Haves

Additional accreditations (MBA, CFA) considered an asset.
Mandarin, and/or Cantonese fluency is desirable.

Responsibilities

Provide best in class service and build long lasting relationships with high net-worth, self-directed investing clients.
Educate clients in a professional manner explaining relevant trading policies and procedures as required with your strong product and market knowledge.
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.
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.
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.
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.