Private Wealth Rotational Associate — Build Advisory Career

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

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