CM
Mutual funds and GICs associate processing transactions, reconciliations, commissions, and client account changes. Supporting Canaccord Genuity’s Canadian wealth management operations.
About the role
- Private Wealth Associate rotating across CIBC’s Toronto and Mississauga teams. Developing client portfolios, financial plans, and investment relationships through CIBC’s twelve-month program.
Responsibilities
- 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
Benefits
- Annual discretionary incentive or bonus program
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers social, points-based recognition program
- Paid Purpose Day for growth and development
- Technological toolkit and collaborative workspaces
- Supported accreditation journey and additional education
- Ongoing learning and development support
Job title
Job type
Experience level
Salary
Degree requirement
Tech skills
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Senior Associate supporting payments transformation and technology implementations for PwC Canada’s financial - sector clients. Delivering research, recommendations, project management, and actionable consulting insights.
Commercial real estate banking associate supporting financing, underwriting, and portfolio management for TD’s development and construction clients. Conducting analysis and preparing credit submissions.
Senior IAM Associate delivering SailPoint and Okta identity solutions for PwC Canada clients. Managing projects, engagements, business development, and IAM practice development.
Investor Relations Associate growing Paires’ family - office and HNWI network. Qualifying allocators, supporting live fundraising mandates, and building an independent investor book.
Options Clearing Associate managing reconciliations, settlements, and expirations for Wealthsimple’s Canadian financial platform. Resolving options breaks and improving scalable brokerage operations.
Pharmacovigilance associate managing serious adverse events and patient safety for Veristat’s clinical research programs. Supporting safety reporting, training, databases, sponsors, and investigator sites.
Personal Banking Associate Trainee guiding TD Canada Trust customers on banking products, accounts, and digital services. Supporting branch transactions, customer problem resolution, and operational excellence.
Associate Merchant supporting regional outdoor apparel assortments for Arc’teryx. Managing product lifecycles, merchandising strategy, seasonal plans, and market insights.
Insurance rotational associate completing 24 - month rotations across TD Insurance’s General Insurance and Life & Health businesses. Building expertise through projects, training, and cross - functional assignments.