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 workplace

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

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📌 Associate, Private Wealth Rotational Program (Ontario)
🏢 Jobtailor
📍 Ontario