Associate, Private Wealth Rotational Program

• Develop and build skills to manage and grow a client portfolio
• Provide dedicated relationship management, complex financial services support, and exceptional client service
• Deliver CIBC Private Wealth Management and Wood Gundy services
• Take responsibility for a portfolio and help clients achieve their ambitions
• Engage proactively with new and existing clients
• Provide comprehensive financial advice
• Complete a twelve-month Private Wealth rotational program beginning June 2027
• Gain experience through rotations in Private Banking, Wood Gundy, and Private Wealth Head Office based on business needs
• Build financial plans for new and existing clients
• Develop advisor capability through supported learning with Private Wealth Management Leaders and Specialists
• Deliver trusted investment advice and comprehensive financial planning support
• Cultivate networks and establish new client relationships
• Understand the local market and potential client base to create sales plans
• Leverage credit and investment solutions using a needs-based approach
• Attend local events and participate in marketing and outreach activities
• Partner with Financial Planning Consultants, Business Advisors, Investment Advisors, Commercial Bankers, and Private Wealth Managers
• Focus on retirement, investment, credit, trust, estate, and wealth-protection planning
• Join a CIBC Wealth Management team upon program completion

Requirements

• Recent graduate (May 2026-May 2027) or final-year post-secondary student pursuing a degree in Business, Finance, Accounting, or related fields, with expected graduation in Spring 2027
• Resume no more than 2 pages, cover letter no more than 1 page, and transcripts uploaded as one document
• Proven record of academic success, teamwork, and extracurricular involvement
• Successful completion of required CIRO licensing within six months of start date
• Keen interest in pursuing a career in the financial services industry
• Ability to multitask and manage competing demands in a dynamic environment
• Excellent interpersonal skills
• Ability to contribute to high-performance teams
• Demonstrated commitment to acting with integrity
• Highly effective written, oral, and presentation skills
• Ability to explain complex concepts
• Legally eligible to work at the specified location(s)
• Valid work or study permit where applicable

Core Competencies

Demonstrates expertise in financial planning, client relationship management, and investment advisory services. Capable of building and managing a client portfolio while delivering exceptional service and support in a dynamic financial services environment.

Highest-signal resume keywords

• Financial Planning
• Client Relationship Management
• Investment Advisory
• CIRO Licensing
• Team Collaboration

Hard Skills

• Financial Analysis
• Portfolio Management
• Wealth Protection Planning
• Credit Solutions
• Investment Solutions

Soft Skills

• Interpersonal Skills
• Communication Skills
• Teamwork
• Integrity
• Multitasking

Certifications & Qualifications

• CIRO Licensing

Industry Keywords

• Private Wealth Management
• Financial Services
• Client Portfolio
• Sales Plans
• Market Understanding