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Added 43 mins ago
Administrative Associate, Wood Gundy-Bilingual
CIBC
Montreal, QC
Full-time
…management, reliable investment advice and exceptional client service. As a Administrative Associate, you will work closely with a team of CIBC Wood Gundy Investment Advisors to help them…
Added 3 hours ago
Bilingual Associate, Sales and Customer Service (October)
Intact FC
Vancouver, BC
Full-time
Join us as a Bilingual Sales and Customer Service Associate working in an in-bound call center. You’ll become a trusted advisor, helping Canadians protect what matters most to them.
Added 3 hours ago
Corporate Traveller - Onboarding Success Manager - Montreal, Vancouver, Calgary, Toronto, Ottawa
Flight Centre
Quebec, QC
…a business for people who love travel, are team players and customer service…
Added 5 hours ago
Internal Advisor - Sherwood Park Hyundai
AutoCanada Inc.
Sherwood Park, AB
$54,000 to $60,000 CAD / year
Full-time
…repairs are completed on time. Working closely with Sales, Service, Finance, and other departments, you’ll keep everything on track so each vehicle is fully prepared and ready for the…
Added 5 hours ago
Strategic Procurement Advisor - Information Technology, Data and Digital
Air Canada
Dorval, QC
Full-time
…top diversity employers, is seeking a Strategic Procurement Advisor to support its Information Technology, Data and Digital (IDD) branch, who will be based at our Montreal…
Added 5 hours ago
Bilingual ADP Sales Manager
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Full-time
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Added 6 hours ago
Administrative Assistant - Bilingual
CIBC
Montreal, QC
Full-time
As an Administrative Assistant you will be responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team of…
Added 7 hours ago
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CIBC
Sherbrooke, QC
Full-time
Business Banking, Business Development, Client Relations, Client Service, Community Connections, Customer Engagement, Customer Experience (CX), Group Problem Solving, Leadership, Mortgage…
Added 13 hours ago
Sales Program Advisor
Smart Start Canada ULC
Sherwood Park, AB
Up to $17.5 CAD / hour
Full-time
As a Sales Program Advisor, you’ll be the first point of contact for clients across Canada, providing professional, bilingual (French/English) support while helping customers understand…
Added 13 hours ago
Relationship Manager, Employee & Community Giving
BMO
Toronto, ON · BMOPLACE
Full-time
We are seeking a bilingual candidate for this role with fluency in English and French, written and spoken.
Added 14 hours ago
Coordinator, Communications and Correspondence
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Ottawa, ON · Montreal, QC · Toronto, ON
Sound judgment, professionalism, and customer service orientation.
Added 14 hours ago
Client Advisor (Holt Renfrew Bloor)
Moncler
Toronto, ON
Full-time
Joining Moncler means becoming part of a dynamic retail environment where style, service, and human connection come together - and where you have the opportunity to grow, contribute, and…
Added 14 hours ago
Spécialiste, Conseiller(ère) Beauté Désigné(e) Chantecaille
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Montreal, QC
Full-time
The Specialist, Designated Beauty Advisor develops deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. The Specialist (DBA) is also…
Added 14 hours ago
Quality Specialist
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
Conduct quality reviews of advisor and member interactions to ensure compliance, service, and documentation standards are met.
Added 15 hours ago
Dealer Operations & Support Associate/Associé(e), soutien aux opérations de courtage
PBY Capital
Montreal, QC · Greater Montreal Metropolitan Area
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…select group of investment strategies and delivers ongoing service, operational support, and investment insight to our clients and their investment…
Added 15 hours ago
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Royal Bank of Canada
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…primary focus will be to assist Estate Planning Specialist/Advisor teams with ongoing insurance inforce policy…
Added 16 hours ago
Administrative Assistant, Wood Gundy-Bilingual
CIBC
Sherbrooke, QC
Full-time
As an Administrative Assistant you will be responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team of…
Added 17 hours ago
Bilingual Dealer Experience Advisor (Spanish and English)
Napoleon
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Senior Advisor, Trust Services
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Senior Advisor for all activities offered and supported through the Laurentian trust entities: bare trustee activities, individual/direct clients and strategic deposit activities.
Added 18 hours ago
Senior Operations Manager (Programs/Services)-EN
Canadian Forces Morale and Welfare Services
AB · Edmonton, AB
$112,490 to $140,650 CAD / year
Full-time
…optimizing processes to fostering a commitment to exceptional customer service, you will play a leading role in delivering programs and services to your clients - members of the Canadian…
Added 18 hours ago
Senior Manager, Client & Advisory Services-EN
Canadian Forces Morale and Welfare Services
Ottawa, ON
$112,490 to $140,650 CAD / year
Full-time
…will play a key leadership role in strengthening client and advisor support across SISIP Financial. You will lead a virtual team of licensed and unlicensed professionals, enhance…
Added 19 hours ago
Administrative Assistant, Wood Gundy-Bilingual
CIBC
Sherbrooke, QC
Full-time
As an Administrative Assistant you will be responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team of…
Added 19 hours ago
Senior Administrative Specialist (Insurance)
RBC
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Full-time
…primary focus will be to assist Estate Planning Specialist/Advisor teams with ongoing insurance inforce policy…
Added 19 hours ago
Account Co-ordinator
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Toronto, ON
Full-time
Good to have but not required- 1 year of experience in customer success, customer service, or account management
Added 19 hours ago
Internal Wholesaler, Canada Insurance
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Are you looking to join a team that is recognized for innovation, excellence and industry-leading service? We are looking for an Inside Insurance Wholesaler to resource and partner with…

CIBC

Associate, Private Wealth Rotational Program – Montreal – Bilingual

Montreal, QC, Canada

Job type: Full-time
Apply by: Oct 9, 2026
Posting language: English
Posted: Sep 25, 2026

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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 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 Wood Gundy Investment Advisory 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

You're passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results. Driven to succeed, motivated by accomplishing your goals and delivering your best to make an impact.
You can demonstrate your experience. Proven record of academic success, teamwork and extracurricular involvement. 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. Successful completion of the required CIRO licensing is required within six months of start date.
You're fluent in French and English to serve our clients in the community.

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

QC-Montréal, 1250 René-Lévesque W Blvd, Suite 3100

Employment Type

Regular

Weekly Hours

37.5

Skills

Client Relationship Building, Client Service, Customer Experience (CX), Financial Advising, Financial Planning

Apply 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 exceptional client service. They will participate in a twelve-month rotational program to develop advisor capabilities in financial planning and investment advisory.

Requirements

Candidates must be recent graduates or in their final year of a post-secondary degree in Business, Finance, Accounting, or related fields. Fluency in French and English is required, along with the ability to obtain CIRO licensing within six months of the start date.

Skills

Client relationship building
Financial planning
Investment advice
Business development
Relationship management
Financial services
Client service
Networking
Portfolio management
Communication skills
Interpersonal skills
Teamwork
Time management
Problem solving
Integrity

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 Advisory
Relationship Management
Business Development
Portfolio Management
CIRO Licensing
Retirement Planning
Estate Planning
Trust Planning
Wealth Protection
Credit Planning
Financial Services
Client Engagement
Networking
Sales Plan
Lead Conversion
Banking
Investment Solutions
Credit Solutions
Marketing
Outreach
Multi-quadrant Planning
Professional Development

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