Private Wealth Rotational Program – Bilingual

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About the role

  • CIBC Wealth Management rotational program preparing future private wealth advisors through four business rotations. Serving clients through financial planning, investments, and portfolio management in Montreal.

Responsibilities

  • 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 designed to develop future advisors
  • Gain exposure through rotations in Private Banking, Wood Gundy, Wealth Management Strategies and Solutions, and Private Wealth Management head office
  • Develop and hone skills needed for future advisory roles
  • Offer flexible solutions and dedicated expertise to Private Wealth Management and Wood Gundy clients
  • Gain experience in a variety of rotational Private Banking positions
  • Build skills, knowledge, and a professional network within CIBC Wealth Management

Requirements

  • Currently enrolled in an undergraduate program or a recent graduate (2026-2027)
  • Must be in 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
  • Legally eligible to work at the specified location(s)
  • Must have a valid work or study permit where applicable
  • Potential completion of an attribute-based assessment and other skills tests
  • Ability to complete a French proficiency assessment where applicable

Benefits

  • Competitive salary
  • Incentive pay
  • 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 off dedicated to growth and development
  • Structured and comprehensive training program
  • Career development opportunities
  • Support from dedicated Private Wealth Management leaders
  • Exposure to four different rotations
  • Access to CIBC spaces and technological toolkit

Job title

Job type

Full Time

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Postgraduate Degree

Tech skills

Spring

Location requirements

OnsiteMontrealCanada

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