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Added 2 months ago
ScotiaMcLeod Investment Associate - Waterloo
Scotiabank
Ontario · Waterloo, ON
As an Investment Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to…
Added 3 months ago
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Private Wealth Tax, Senior Associate (Bilingual FR/EN)
PwC
Quebec, QC
- Full-time
As a Senior Associate, you’ll work as part of a team of problem solvers, helping to solve business issues, deliver high quality client service and operational efficiency. Responsibilities…
Added 2 months ago
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Wealth Planning Consultant, Private Wealth
BMO
Waterloo, ON · MARS
- Full-time
Provides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in…
Added 2 months ago
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Client Service Associate
TD
Richmond, BC
- Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 2 months ago
T
IA Client Service Associate *Mandarin Language skills required*
TD
Vancouver, BC
- Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 2 months ago
C
Associate, Private Wealth Rotational Program (Toronto & Mississauga)
CIBC
Toronto, ON · Mississauga, ON
- Full-time
As a member of the Private Wealth Team, you’ll develop and build the skills to effectively manage and grow your client portfolio by providing dedicated relationship management, complex…
Added 2 months ago
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Associate, Private Wealth Rotational Program
CIBC
Calgary, AB
- Full-time
As a member of the Private Wealth Team, you’ll develop and build the skills to effectively manage and grow your client portfolio by providing dedicated relationship management, complex…
Added 2 months ago
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Associate, Private Wealth Rotational Program (Halifax)
CIBC
Halifax, NS
- Full-time
As a member of the Private Wealth Team, you’ll develop and build the skills to effectively manage and grow your client portfolio by providing dedicated relationship management, complex…
Added 5 months ago
SW
IIA Administrative Associate, ScotiaMcLeod
Scotia Wealth Management
Toronto, Ontario
- Full-time
As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by…
Added 5 months ago
SW
IIA Senior Associate, ScotiaMcLeod
Scotia Wealth Management
Toronto, Ontario
- Full-time
Ensure a high level of client service by preparing, analyzing, and presenting to the Advisor for review. (i.e. reports and recommendations, financial plans/concepts, insurance, annual…
Added 2 months ago
Customer Experience Associate - Hatley Park Shopping Centre, Victoria BC (15hrs/week)
Scotiabank
Victoria, BC
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 5 months ago
SW
ScotiaMcLeod Investment Associate - Montreal, QC
Scotia Wealth Management
Montreal, Quebec
- Full-time
As an Investment Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to…
Added 2 months ago
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Global Equity Derivatives- Associate Director, Toronto
Scotiabank - Global Banking and Markets
Toronto, ON
- Full-time
…government and institutional investor clients. GBM is a full-service wholesale bank and investment dealer in Canada and Mexico and offers a range of products and services in the U.S., Latin…
Added 5 months ago
SH
CIRO Licensed Associate Investment Advisor
Shafik Hirani's Private Wealth Management Practice
Calgary, Alberta
- Full-time
Shafik Hirani’s Private Wealth Management Practice at Aligned Capital Partners Inc. is seeking a CIRO Licensed Associate Investment Advisor to join our team.
Added 3 months ago
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Associé / Associate
Wellington-Altus
Kirkland, Quebec · Montreal, Quebec
- Full-time
…Growing Companies* and the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc.,…
Added 2 months ago
SW
ScotiaMcLeod Administrative Associate - Rosedale
Scotia Wealth Management
Toronto, ON
- Full-time
As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by…
Added 2 months ago
TS
Sales Assistant, Wealth Management
The Skyline Group of Companies
Oakville, ON
- Full-time
The Associate, Wealth Solutions is responsible for acting as a point of contact for all inquires from Skyline Wealth Management investors and delivering an exceptional and consistent…
Added 2 months ago
TS
Relationship Manager, Private Equity
The Skyline Group of Companies
Guelph, ON
- Full-time
Experience: Five+ years in investment sales or wealth management, preferably in private equity or exempt market products.
Added 2 months ago
Global Equity Derivatives- Associate Director, Toronto
Scotiabank
Toronto, ON
…government and institutional investor clients. GBM is a full-service wholesale bank and investment dealer in Canada and Mexico and offers a range of products and services in the U.S., Latin…
Added 2 months ago
W
Associate
Wellington-Altus
AB
- Full-time
…Growing Companies* and the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc.,…
Added 2 months ago
ScotiaMcLeod Administrative Associate - Rosedale
Scotiabank
Toronto, ON
As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by…
Added 2 months ago
T
PIA Client Service Associate
TD
Pointe-Claire, QC
- Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 2 months ago
ScotiaMcLeod Administrative Associate - Barrie
Scotiabank
Barrie, ON
As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by…
Added 2 months ago
RJ
Operations Associate (RJLU)
Raymond James
Vancouver, BC
- Full-time
…Senior Management Team, this individual will support the RJLU Private Client Group (“PCG”) business operations in Canada, acting as the primary point of contact for FINRA-registered…
Added 2 months ago
MS
Associate, Global Intelligence
Morgan Stanley
Calgary, AB
- Full-time
Located in Calgary, Alberta and reporting into our client service team, the Associate, Global Intelligence role leads in delivering and embedding Global Intelligence products and services…

CIBC

Associate, Private Wealth Rotational Program

Calgary, AB, Canada

Full-time

Apply on cibc.wd3.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Job type: Full-time
Posting language: English
Posted: Sep 11, 2026

Original job description

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What You’ll Be Doing

As a member of the Private Wealth Team, you’ll develop and build the skills to effectively manage and grow your client portfolio by providing dedicated relationship management, complex financial services support, and exceptional client service. As an Associate, you’ll expertly deliver on CIBC’s Private Wealth Management and Wood Gundy approach, taking responsibility for a portfolio and helping our clients make their ambitions a reality. You’ll proactively engage with new and existing clients to make lasting connections and provide comprehensive financial advice.

The Private Wealth Rotational Program will develop advisor capability to build financial plans for new and existing clients to achieve their financial goals. The advisor associate will be supported in their learning journey by dedicated Private Wealth Management Leaders and Specialists and will gain valuable experience by working with our clients to make their ambitions a reality. Successful candidates will enter a twelve-month rotational program in Private Wealth to start in June 2027, where they will be provided the opportunity to gain experience in various roles via rotations in Private Wealth within Private Banking and Wood Gundy based on business needs. Examples of rotations may include Private Banking, Wood Gundy, Private Wealth Head Office.

This program will include a supported accreditation journey towards the required licensing along with additional education to help you learn the CIBC systems and lending processes. Upon completion of this program, you will join a CIBC Wealth Management team and CIBC will continue to support your learning journey.

Important Information:

You must be a recent graduate (May 2026-May 2027) or in your final year of post-secondary education pursuing a degree in Business, Finance, Accounting, or related fields with an expected graduation date Spring 2027
Applications should include your resume (no more than 2 pages), cover letter (no more than 1 page) and transcripts uploaded as 1 document to the “Resume/CV section” of the application.
Start Date: June 2027

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How you’ll succeed

Client Engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Deliver trusted investment advice and provide comprehensive financial planning support to enhance existing relationships. Cultivate your network to establish new client relationships.
Business Development - Deeply understand your local market and potential client base to create a sales plan that will convert leads into new CIBC clients. Use your strong relationship building and networking skills to build connections, generate opportunities, and deliver bottom line results. Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.
Community Involvement - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.
Partnerships – Private Wealth Management Advisors work in partnership with Financial Planning Consultants, Business Advisors, Investment Advisors, Commercial Bankers and Private Wealth Managers & will focus on multi quadrant planning – retirement planning, investment planning, credit planning, Trust planning, Estate Planning and wealth protection to help meet the needs for CIBC mass affluent clients.

Who you are

Passionate about building relationships and surrounding yourself with a diverse network of partners to build trust through respect and authenticity.
Act like an owner, thrive when you're empowered to take the lead, go above and beyond, and deliver results.
Driven to succeed, motivated by accomplishing your goals and delivering your best to make an impact.
Bring your real self to work and you live our values - trust, teamwork, and accountability.
Proven record of academic success, teamwork and extracurricular involvement. Successful completion of the required CIRO licensing is required within six months of start date.
Self-starter with an ability to multi-task and manage competing demands in a dynamic environment. We are looking for highly motivated, accomplished and success-oriented individuals who have a keen interest in pursuing a career in the financial services industry.
Excellent interpersonal skills, a proven ability to contribute to high-performance teams and a demonstrated commitment to acting with integrity.
Highly effective written, oral and presentation skills with an ability to explain complex concepts.
Values matter to you: You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

500 Centre Street SE

Employment Type

Regular

Weekly Hours

37.5

Skills

Client Service, Investment Advising, Investments, Wealth Management

Apply on cibc.wd3.myworkdayjobs.com About employer

More about this job

Responsibilities

The associate will manage and grow a client portfolio by providing dedicated relationship management, complex financial services support, and comprehensive financial advice. They will participate in a twelve-month rotational program across Private Banking and Wood Gundy to develop advisor capabilities and build lasting client connections.

Requirements

Candidates must be recent graduates or in their final year of a degree in Business, Finance, Accounting, or related fields with an expected graduation date in Spring 2027. Successful completion of the required CIRO licensing is mandatory within six months of the start date.

Skills

Client service
Investment advising
Wealth management
Financial planning
Relationship management
Business development
Portfolio management
Financial analysis
Networking
Sales planning
Credit solutions
Investment solutions
Communication skills
Interpersonal skills
Multi-tasking
Problem solving

Benefits

Competitive salary
Incentive pay
Banking benefits
Benefits program
Defined benefit pension plan
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers recognition program
Purpose Day

Visa sponsorship

Not detected in the job text

Keywords

Private Wealth Management
Wood Gundy
Financial Planning
Investment Advice
Portfolio Management
Business Development
Relationship Management
CIRO Licensing
Wealth Protection
Estate Planning
Retirement Planning
Credit Planning
Financial Services
Banking
Client Engagement
Sales Plan
Lead Conversion
Market Analysis
Financial Goals
Rotational Program
Wealth Management
Investment Solutions
Credit Solutions
Trust Planning
Academic Success

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Work requirements

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