Associate, Private Wealth Rotational Program

Jobtailor; Toronto; On-site; CAD 52,000 - 76,000; Full time

Job summary

CIBC Private Wealth Management invites graduates to its twelve-month rotational program starting June 2027, with placements in Private Banking, Wood Gundy, and the Private Wealth Head Office. You will develop client relationships, deliver comprehensive financial planning, and contribute to wealth-management strategies across markets.

Successful candidates will build portfolios, complete CIRO licensing within six months, and collaborate with Wealth Management teams to deliver tailored investment

Qualifications

• Recent graduate or final-year student pursuing a degree in Business, Finance, or Accounting with expected Spring 2027 graduation.
• Resume and cover letter submission requirements as one document, transcripts included.
• Proven record of academic success, teamwork and extracurricular involvement.
• Successful completion of CIRO licensing within six months of start date.

Responsibilities

• Develop and manage a client portfolio and grow assets.
• Provide dedicated relationship management and complex financial services support.
• 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.
• Gain experience through rotations in Private Banking, Wood Gundy, and Private Wealth Head Office.
• Build financial plans for new and existing clients.
• Develop advisor capability through supported learning with 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.

Skills

Client Relationship Management

Financial Planning

Investment Advisory

Team Collaboration

Education

Pursuing a degree in Business, Finance, or Accounting, with expected Spring 2027 graduation

Tools

CIRO Licensing

Job description

• 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