Relationship Manager, Premium Edge - BilingualApplylocations: Posted Todaytime left to apply: 2617018We’re building a relationship-oriented bank for the up-to-date world. comWhat 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; 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.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.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 experiencein Sales and Relationship Management with 3-4 years of relevant experience.



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

You're fluent in French and English to support business operations outside of Quebec, Canada.#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.

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.

Expected End

Date2026-09-15Job LocationMont-1155 Rene Levesque 1510Employment TypeRegularWeekly Hours37.5SkillsAccount Administration, Call Center, Client Service, Communication, Customer Experience (CX), Inbound Calls, Investments, Professional Etiquette, Relationship Management, Teamwork, Work CollaborativelyAt CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.

#

📌 Bilingual Relationship Manager, Remote (Montreal)
🏢 CIBC
📍 Montreal