Relationship Manager, Premium Edge

CIBC Capital Markets

Toronto, Canada
Base: $80,000 to $95,000; bonus/equity: annual dis...
Fully remote
Relationship building skills
Handle inbound trade execution
Maintain crm tools
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

Job Summary

  • 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.
  • 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.
  • At CIBC, your goals are a priority and we strive to create opportunities to tap into your potential.

Matching Summary

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.

Salary

Base: $80,000 to $95,000; Bonus/Equity: Annual discretionary incentive or bonus program; Benefits: Banking benefit, wellbeing support, employee and family assistance programs

Skills & Requirements

Must-have

  • Relationship building skills
  • Handle inbound trade execution
  • Maintain CRM tools
  • Achieve sales targets
  • Handle customer complaints
  • Process trade and non-trade requests

Nice-to-have

  • Embrace and champion change
  • Seek out innovative solutions
  • Multi-lingual abilities are an asset
  • Act like an owner

Key Requirements

  • Canadian Securities Course (CSC)
  • Conduct and Practices Handbook (CPH)
  • Derivatives Fundamentals and Options Licensing (DFOL)
  • 3-4 years of relevant experience
  • Working knowledge of markets

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter