CIBC

Financial Services

Sr.RelationshipManager,PremiumEdge

$93–93k Toronto, Ontario, Canada FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“Sr. Relationship Manager, Premium Edge at CIBC. Skills: Relationship management, Client service, Sales. Provide best-in-class service. Build long-lasting relationships”

What You'll Achieve.

Build and maintain book of 200+ households; Achieve first-call resolution

Industry & Context.

Financial Services

What They're Looking For.

Must Have

3-4 years Sales and Relationship Management experience, Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), Derivatives Fundamentals and Options Licensing (DFOL)

Nice to Have

MBA, CFA, French fluency, Mandarin fluency, Cantonese fluency

What You'll Do.

Provide best-in-class service

Build long-lasting relationships

Explain trading policies

Explain trading procedures

Handle trade execution requests

Maintain critical accuracy

Handle customer complaints

Handle customer inquiries

Achieve first-call resolution

Escalate appropriately

Leverage team resources

Follow up on client requests

Ensure transaction requests handled accurately

Keep CRM tools up to date

Communicate with clients

How You'll Work.

Team & Collaboration

Internal partnerships

Full Job Description

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](https://www.cibc.com/en/about-cibc.html) **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._ The expected annualized base salary range for this role is $93,000 to $120,000. The base salary is determined by a variety of factors, including the candidate’s skills, experience, and job-related knowledge, as well as geographic location and specific business needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their roles. In addition to base pay, compensation for this role includes participation in an annual discretionary incentive or bonus program. We are committed to provi

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