Relationship Manager, Premium Edge

2 months ago

Montréal QC, Canada CIBC Full time

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

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 IIROC 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- 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.-
- 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 & meetings). Bring forward new ideas, be proactive in seeking ways to enhance our client base and maintain effective contacts and teamwork within the Call Centre.-
- 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. 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.-
- 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. 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 aspire to give you a career, rather than just a paycheck.- We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, 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.- We cultivate a culture w

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