Private Wealth Rotational Program
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- 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 strong 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
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