Relationship Manager, Premium Edge - Bilingual (Investments)

Location: Montréal, Canada; work arrangement includes on-site and remote work, with the proportion discussed during the interview.

Company

CIBC is a relationship-oriented bank providing financial and investment services to clients.

What you will do

• Provide high-quality service and build long-term relationships with high-net-worth, self-directed investing clients.
• Manage a book of 200+ households, prospect for referrals, maintain CRM records, and achieve individual and team sales targets.
• Educate clients on trading policies and procedures using strong product and market knowledge without influencing investment decisions.
• Handle inbound trade execution requests, arrange purchase and sales orders, and process client instructions accurately in accordance with CIRO regulations and CIBC ISI policies.
• Resolve complaints, review account restrictions and credit violations, complete security checks, and minimize trading errors.
• Process trade and non-trade requests including GOW requests, reorganizations, cash withdrawals, foreign-exchange conversions, SRMS, and account maintenance changes.

Requirements

• Current accreditation and good standing in the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), and Derivatives Fundamentals and Options Licensing (DFOL) course completed before December 2025 or the CIRO Derivatives Exam completed after December 2025.
• 3–4 years of relevant experience in sales and relationship management.
• Fluent French and English to support business operations outside Quebec, Canada.
• Working knowledge of Canadian and U.S. stock and bond markets, including current conditions and trends.
• Strong relationship-building, communication, teamwork, and client service skills.
• Ability to identify and strengthen internal partnerships, take ownership, deliver results, and guide junior colleagues with proven best practices.
• Ability to adapt to evolving technologies, tools, and trends.
• Legal eligibility to work at the specified location and, where applicable, a valid work or study permit.

Nice to have

• Additional accreditation such as an MBA or CFA.
• Fluency in Mandarin and/or Cantonese.

Culture & Benefits

• Inclusive workplace focused on belonging, accessibility, and recognizing individual strengths and ambitions.
• Competitive compensation and banking benefits, subject to program terms and conditions.
• Wellbeing support, employee and family assistance programs, and a points-based recognition program.
• Modern workspaces and technology designed to support collaboration and innovation.
• Accommodation is available during the candidate experience upon request.

Hiring process

• The process may include an attribute-based assessment and skills tests such as simulations or French proficiency testing.
• Artificial intelligence tools may be used during recruitment.