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
Bilingual Nurse Case Manager supporting Canadian patients with therapy access, adherence, and case management. Coordinating providers, pharmacies, clinics, and funding through Innomar Strategies.
Bilingual Cruise Reservation Agent handling customer bookings, modifications, and sales for HIS Canada Travel, a Canadian travel company. Providing service and selling cruise packages remotely.
Bilingual Internal Wholesaler supporting advisors and External Wholesalers at Manulife, a financial services provider. Growing Canadian individual life and living benefits insurance sales through data - driven regional selling.
Remote bilingual customer support representative for TLS, connecting customers with trusted North American service brands. Scheduling appointments, sharing information, and resolving inquiries by phone, email, and chat.
Bilingual Canada Post Representative supporting Canadian customers with delivery, mail, rates, and service inquiries. Handling phone calls and concurrent live chats remotely from New Brunswick.
Bilingual Caseworker supporting Cencora’s Canadian patient and pharmaceutical services. Handling HR - related inquiries, case resolution, documentation, and customer follow - up.
Bilingual customer support representative supporting Canadian patients through pharmaceutical assistance programs. Navigating drug insurance, reimbursement, clinical inquiries, and treatment access.