Sr. Relationship Manager

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 generate leads and build your own book of business through proactive outbound initiatives, presentations, networking, and by closing sales opportunities referred to you. 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.

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 $92,490 to $127,200.

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 providing fair, equitable, and competitive compensation opportunities for all employees and we encourage open conversations about compensation throughout the recruitment process.

 

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.

• Sales - We are seeking a results-driven sales professional with a proactive approach to business development. In this role, you will be responsible for actively closing leads sourced from our valued partners, ensuring that all opportunities are efficiently converted into new business. Additionally, you will be expected to pursue and cultivate referral opportunities from new and existing clients through proactive client and partner engagement, in-person meetings, presentations, and events, as well as by leveraging strong relationship-building skills to expand our client base. The ideal candidate will demonstrate initiative, a keen ability to identify growth opportunities, and a proven track record of exceeding sales targets in a collaborative environment.

• 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. 

• 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. 

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

#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 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 where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and 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.

Job Location

British Columbia VIRTUAL

Employment Type

Regular

Weekly Hours

37.5

Skills

Book Of Business, Client Service, Collaboration, Communication, Customer Service, Financial Products, Identifying Sales Opportunities, Investments, Proactive Behavior, Relationship Building, Relationship Management, Teamwork