Sr. 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 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 knowledge—without entering into discussions that could influence a client’s decision. You may also handle 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 - 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 

• 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. Additional accreditations (MBA, CFA) considered an asset. 

• Multi-lingual abilities are an asset. Fluent French and English required. Mandarin, and/or Cantonese fluency is desirable. 

• 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. 

• Values matter to you. You bring your real self to work and 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

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

2026-09-15

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