- Attend a virtual information session about CIBC’s Private Wealth Management rotation program

- Learn about the program directly from Managing Directors

- Network with teams recruiting Private Wealth Associates for 2027

- Participate in a 12-month rotational program developing skills needed to become future advisors

- Gain exposure across Private Banking, Wood Gundy, Wealth Management Strategies and Solutions, and Private Wealth Management’s head office

- Learn how to offer flexible solutions to Private Wealth Management and Wood Gundy clients

- Provide dedicated and timely expertise to help clients achieve their goals

- Gain experience in rotational Private Banking positions

- Develop skills, knowledge, and a professional network within CIBC Wealth Management

- Attend virtually via Microsoft Teams if selected

Requirements

- Currently enrolled in an undergraduate program or a recent graduate (2026–2027)

- Must be in the final year of post-secondary education or a recent graduate pursuing a diploma/degree in Business, Finance, Accounting, or related fields

- Expected graduation date of Spring 2027

- Interest/passion for financial planning and advice, investments, building client relationships, and portfolio management

- Fluent in French and English





- Submit only a one-page resume

- Must be legally eligible to work at the specified location

- Must have a valid work or study permit where applicable

- May be required to complete an attribute-based assessment and other skills tests, including simulation, coding, or French proficiency

- Customer Experience (CX) and Investments skills

Core Competencies

Demonstrates robust financial planning and investment skills, with a focus on building client relationships and providing tailored solutions. Proficient in both French and English, with a commitment to delivering exceptional customer experience in wealth management.

Highest-signal resume keywords

- Financial Planning

- Client Relationship Management

- Investment Skills

- Fluency in French and English

- Customer Experience (CX)

Hard Skills

- Financial Planning

- Investment Management

- Portfolio Management

- Accounting

- Business Analysis

Soft Skills

- Networking

- Communication

- Team Collaboration

- Problem Solving

Industry Keywords

- Private Wealth Management

- Private Banking

- Wealth Management Strategies

- Client Solutions

Tools & Technologies

- Microsoft Teams

📌 Private Wealth Rotational Program – Bilingual (Montreal)
🏢 Jobtailor
📍 Montreal