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CIBC- Private Wealth Rotational Program - Virtual Information Session-Bilingual

Role overview

Qualifications

  • Currently enrolled in an undergraduate program or a recent graduate (2026-2027)
  • Pursuing a diploma/degree in Business, Finance, Accounting or related fields
  • Fluent in French and English
  • Interest in financial planning and advice, investments, and client relationships

Responsibilities

  • Participate in a 12-month rotational program with exposure in Private Banking, Wood Gundy, and Wealth Management Strategies
  • Develop skills necessary to be future advisors
  • Engage with dedicated leaders from Private Wealth Management during learning journey
  • Build client relationships and manage portfolios

Key facts

  • Remote from: Canada
  • Full time
  • French, English

Hard skills

Other skills

  • Communication
  • Teamwork

About the company

CIBC logo

CIBC

Banking

CIBC is here to help all our clients reach their goals. We know the importance of reliable financial products and services, and we’re dedicated to providing them in a way that lets you bank however you want, whenever you want. With innovative tools designed around your priorities and a team fully focused on your success, you’ll get the insights you need to get even closer to achieving your goals. This culture of innovation and shared values of trust, teamwork and accountability are why we’ve been named a top employer in Canada. They’re also why a career at CIBC is more than a job—it’s an opportunity to grow and work alongside some of the brightest in Canada. La Banque CIBC est là pour aider tous nos clients à atteindre leurs objectifs. Nous connaissons l'importance de produits et services financiers fiables, et nous nous engageons à les fournir d'une manière qui vous permette d'effectuer vos opérations bancaires comme vous le souhaitez, quand vous le souhaitez. Avec des outils innovants conçus autour de vos priorités et une équipe entièrement centrée sur votre réussite, vous obtiendrez les informations dont vous avez besoin pour vous rapprocher encore plus de vos objectifs. Cette culture de l'innovation et les valeurs partagées de confiance, de travail d'équipe et de responsabilité sont la raison pour laquelle nous avons été nommés l'un des meilleurs employeurs au Canada. C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des personnes plus brillantes au Canada.

Company details

Company typeXLarge
IndustryBanking
Company size10001

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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

Build your career with the CIBC Montreal team in 2027! 

Are you currently enrolled in an undergraduate program or a recent graduate (2026-2027) and want to launch your career with the CIBC Wealth Management team? 

On Friday September 25th at 2:00 p.m. EST, join us for a virtual information session on our Private Wealth Management rotation program, and we'll be delighted to take the opportunity to get to know you! 

Learn more about this program directly from our Managing Directors, and take the opportunity to network with the teams who are currently recruiting Private Wealth Associates for 2027! 

Event Details:  

  • Date: Friday September 25 
  • Time:  2 PM EDT  
  • Location: Virtually MS TEAMS 
  • By Invitation Only  

 
To register for this event: 

  • Click Apply 
  • Enter your first name, last name and contact information 
  • Upload your resume  

 
Important information: 

  • Registration for the event will close on Tuesday September 22 at 11:59pm EST. Invitations to attend the virtual info session will be sent out on Wednesday September 23rd.  
  • This event will take place virtually via MS Teams. A Team’s link will be shared with you in the invite to attend.  
  • You must be in your final year of post-secondary education or a recent graduate pursuing a diploma/degree in Business, Finance, Accounting or related fields with an expected graduation date of Spring 2027.   
  • You must have an interest/passion for financial planning and advice, investments, building client relationships, and portfolio management 
  • ​Register by submitting ONLY a one page resume. 
  • If you are selected to attend this session, you will receive a Microsoft Teams invitation to the email you have provided in your application on Wednesday September 16th. 
  • You're fluent in French and English to serve our clients in the community.  

Program description : 

  • The Private Wealth Rotational Program is a 12-month rotational program that provides associates with exposure and experience to develop and hone skills necessary to be future advisors.  
  • Associates will benefit from the support of dedicated leaders from Private Wealth Management throughout their learning journey in four different rotations within Private Banking, Wood Gundy, Wealth Management Strategies and Solutions as well as Private Wealth Management's head office, depending on business needs. 
  • Potential Locations: Montreal 
  • Start date: June 2027 

Your benefits: 

  • Career development: Through a structured and comprehensive training program, you will have the opportunity to learn how to offer flexible solutions to our Private Wealth Management and Wood Gundy clients as well as provide dedicated and timely expertise to help our clients achieve their goals. 
  • Grow: As part of the team, you'll have the opportunity to gain experience in a variety of rotational Private Banking positions within the Private Wealth Management team, and to develop your skills and knowledge in a variety of areas. 
  • Expand your network: You'll start a challenging and rewarding world-class career as a strategic partner of the CIBC team. 

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

Montreal-1 Place Ville Marie

Employment Type

Regular

Weekly Hours

37.5

Skills

Customer Experience (CX), Investments

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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