Associate, Private Wealth Rotational Program (Halifax)

Canadian Imperial Bank of Commerce; Halifax; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Benefits program

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers

Job summary

CIBC in Halifax invites recent graduates to a 12-month Private Wealth Rotational Program starting in June 2027. You will rotate through Private Banking, Wood Gundy, and head office assignments, building financial plans and pursuing licensing support while learning our systems and lending processes.

As an Associate you’ll develop client relationships, deliver financial advice and contribute to growth while being mentored by Private Wealth leaders and specialists.

Qualifications

• Recent graduate in Business, Finance, Accounting or related field.
• Spring 2027 graduation expected.
• Willingness to engage in licensing and education to support a wealth-management career.

Responsibilities

• Develop and grow client portfolios with dedicated relationship management.
• Provide comprehensive financial advice and high-quality client service.
• Participate in a 12-month rotational program across Private Wealth, including Private Banking and Wood Gundy.

Skills

Client relations

Client service

Customer experience

Financial advising

Investment advising

Investments

Private banking

Wealth management

Education

Bachelors in Business/Finance/Accounting

Tools

CIBC systems

Job description

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 member of the Private Wealth Team, you’ll develop and build the skills to effectively manage and grow your client portfolio by providing dedicated relationship management, complex financial services support, and exceptional client service.
• As an Associate, you’ll expertly deliver on CIBC’s Private Wealth Management and Wood Gundy approach, taking responsibility for a portfolio and helping our clients make their ambitions a reality.
• You’ll proactively engage with new and existing clients to make lasting connections and provide comprehensive financial advice.
• The Private Wealth Rotational Program will develop advisor capability to build financial plans for new and existing clients to achieve their financial goals.
• The associate will be supported in their learning journey by dedicated Private Wealth Management Leaders and Specialists and will gain valuable experience by working with our clients to make their ambitions a reality.
• Successful candidates will enter a twelve-month rotational program in Private Wealth to start in June 2027, where they will be provided the opportunity to gain experience in various roles via rotations in Private Wealth within Private Banking and Wood Gundy based on business needs. Examples of rotations may include Private Banking, Wood Gundy, Private Wealth Head Office. This program will include a supported accreditation journey towards the required licensing along with additional education to help you learn the CIBC systems and lending processes. Upon completion of this program, you will join a CIBC Wealth Management team and CIBC will continue to support your learning journey.

Important Information

You must be a recent graduate (May 2026-May 2027) or in your final year of post-secondary education pursuing a degree in Business, Finance, Accounting, or related fields with an expected graduation date Spring 2027.

Start Date: June 2027

Job Location Halifax-1969 Upper Water St.

Employment Type Regular

Weekly Hours 37.5

Skills Client Relations, Client Service, Customer Experience (CX), Financial Advising, Investment Advising, Investments, Private Banking, Wealth Management

What CIBC Offers

• Competitive salary
• Incentive pay
• Banking benefits
• A benefits program*
• Defined benefit pension plan*
• An employee share purchase plan
• Vacation offering
• Wellbeing support
• MomentMakers, our social, points-based recognition program

*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 [e-mail]

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.

At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.