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Added 3 months ago
SW
ScotiaMcLeod Administrative Associate - Vancouver
Scotia Wealth Management
Vancouver, BC
- 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
ScotiaMcLeod Regional Associate (Contract)
Scotiabank
Vancouver, BC
ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice,…
Added 2 months ago
ScotiaMcLeod Regional Associate (Contract)
Scotiabank
Vancouver, BC
ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice,…
Added 3 months ago
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Private Business Tax, Senior Associate
PwC
London, ON · Windsor, ON
- Full-time
A career with PwC Private will allow you to provide private companies with a wide range of business advisory services such as audit, tax compliance and planning to help them improve their…
Added 2 months ago
ScotiaMcLeod Administrative Associate - Owen Sound (Contract)
Scotiabank
Owen Sound, 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 3 months ago
SW
ScotiaMcLeod Investment Associate - Waterloo
Scotia Wealth Management
Waterloo, ON
- 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 4 months ago
SW
ScotiaMcLeod Administrative Associate - Barrie
Scotia Wealth Management
Barrie, 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 4 months ago
SW
ScotiaMcLeod Investment Associate - North York
Scotia Wealth Management
North York, Ontario
- 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 3 months ago
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Operations Associate
Wellington-Altus
Winnipeg, MB
- 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 4 months ago
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Associate, Diligence Management, Infrastructure (Contract)
Brookfield
Toronto, Ontario
- Full-time
…end-to-end fund due diligence process for Brookfield’s various private funds. The team oversees all aspects of the fund due diligence process, from fund launch and initial client interest…
Added 4 months ago
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ScotiaMcLeod Administrative Associate - Regina
Scotia Wealth Management
Regina, Saskatchewan
- 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
ScotiaMcLeod Business Development Associate - London (18 Month Contract)
Scotiabank
London, ON
ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice,…
Added 3 months ago
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Senior Associate, Client Experience (The Osachoff Wealth Advisory Group)
Wellington-Altus
Vancouver, BC
- Full-time
Reporting to the Senior Wealth Advisor & Senior Portfolio Manager, the Senior Associate plays a critical role in supporting the delivery of a high-touch wealth management experience for…
Added 4 months ago
SW
ScotiaMcLeod Administrative Associate - West Vancouver
Scotia Wealth Management
Vancouver, British Columbia
- 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 1 month 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 2 months ago
Insurance Sales Associate, Scotia Wealth Management - Vancouver (Mandarin)
Scotiabank
BC · Vancouver, BC
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 3 months ago
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Team Manager (Advisor Team)
Wellington-Altus
Saskatoon, SK
- 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 1 month ago
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Associate, Private Wealth Rotational Program (Toronto & Mississauga)
CIBC
Toronto, 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 1 month ago
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Associate, Private Wealth Rotational Program (Toronto & Mississauga)
CIBC
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 3 months ago
HI
Auto Retention Associate
HUB International
Abbotsford, BC
- Full-time
Level 1 Insurance License required
Added 2 months ago
Senior Manager, Insurance Sales Support - Central
Scotiabank
Toronto, ON
…Associates (ISAs), Senior Insurance Sales Associates (SISAs), and Associate Insurance Servicing Advisors (AISAs). The role ensures a high level of sales and service support is delivered to…
Added 2 months ago
ScotiaMcLeod Senior Associate
Scotiabank
White Rock, BC
As a Senior 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
ScotiaMcLeod Administrative Associate - Vancouver
Scotiabank
Vancouver, British Columbia
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 3 months ago
CG
Associate Investment Advisor
Canaccord Genuity Group Inc.
Oakville, ON
- Full-time
Must hold or working towards Certified Financial Professional (CFP) designation
Added 3 months ago
CG
Associate, Financial Planning
Canaccord Genuity Group Inc.
Oakville, ON
- Full-time
Must hold or working towards Certified Financial Professional (CFP) designation

CIBC

Associate, Private Wealth Rotational Program (Halifax)

Halifax, NS, Canada

Full-time

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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 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

Halifax-1969 Upper Water St.

Employment Type

Regular

Weekly Hours

37.5

Skills

Client Relations, Client Service, Customer Experience (CX), Financial Advising, Investment Advising, Investments, Private Banking, Wealth Management

Apply on LinkedIn About employer

More about this job

Responsibilities

The Associate will manage and grow a client portfolio by providing dedicated relationship management and comprehensive financial advice. They will participate in a twelve-month rotational program across Private Banking and Wood Gundy to develop advisor capabilities.

Requirements

Candidates must be recent graduates or final-year students pursuing a degree in Business, Finance, Accounting, or related fields. Successful completion of the required CIRO licensing is mandatory within six months of the start date.

Skills

Client Relations
Client Service
Customer Experience (CX)
Financial Advising
Investment Advising
Investments
Private Banking
Wealth Management
Financial Planning
Business Development
Relationship Management
Networking
Credit Planning
Estate Planning
Trust Planning
Retirement Planning

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 paid day off

Visa sponsorship

Not detected in the job text

Keywords

Private Wealth Management
Wood Gundy
CIRO Licensing
Financial Planning
Investment Advice
Private Banking
Wealth Protection
Credit Solutions
Business Development
Relationship Building
Portfolio Management
Mass Affluent Clients
Financial Services
Rotational Program
Asset Management

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Work requirements

Jobs in Canada