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Associate, Private Wealth Rotational Program

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CIBC

Oct 24, 2024

  • Internship
    Full-time
    Placement Program
  • Sales & Business Development
    Banking & Finance
  • Regina
  • Quick Apply

AI generated summary

  • You must be a recent graduate or in your final year of a related degree, with strong academics, teamwork skills, integrity, and effective communication. CSC and IIROC licensing needed within 6 months.
  • You will engage clients, deliver financial advice, develop relationships, create sales plans, and collaborate with advisors while participating in rotations to build your expertise.

Requirements

  • You must be a recent graduate (May 2023-May 2025) 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 2025
  • 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 2025
  • Proven record of academic success, teamwork and extracurricular involvement. Successful completion of the CSC and IIROC 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.

Responsibilities

  • 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 2025, 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 IIROC 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.
  • 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.

FAQs

What is the start date for the Associate, Private Wealth Rotational Program?

The start date for the program is June 2025.

What educational qualifications do I need to apply for this position?

You must be a recent graduate (May 2023-May 2025) or in your final year of post-secondary education pursuing a degree in Business, Finance, Accounting, or related fields with an expected graduation date of Spring 2025.

What documents do I need to submit with my application?

You need to submit your resume (no more than 2 pages), a cover letter (no more than 1 page), and transcripts uploaded as one document to the "Resume/CV section" of the application.

Will I receive support for licensing during the program?

Yes, the program includes a supported accreditation journey towards IIROC licensing along with additional education to help you learn the CIBC systems and lending processes.

How long is the rotational program?

The rotational program lasts for twelve months.

What types of roles will I experience in the rotational program?

Rotations may include roles in Private Banking, Wood Gundy, and Private Wealth Head Office based on business needs.

Are there opportunities for networking and community involvement during the program?

Yes, participants are encouraged to heighten CIBC brand awareness in their community by attending local events and participating in marketing and outreach activities to create lasting connections.

What does CIBC offer its employees?

CIBC offers a competitive salary, incentive pay, banking benefits, a benefits program, a defined benefit pension plan, an employee share purchase plan, a vacation offering, wellbeing support, and recognition programs.

What qualities does CIBC look for in candidates?

CIBC seeks individuals who are passionate about building relationships, act like owners, are driven to succeed, bring their real selves to work, are self-starters, have excellent interpersonal skills, and possess strong written and oral communication skills.

Is the work environment flexible?

Yes, CIBC enables a work environment that is optimal for you to thrive, and details on the work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

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CIBC

Ambitions Made Real

Finance
Industry
10,001+
Employees
1961
Founded Year

Mission & Purpose

The Canadian Imperial Bank of Commerce (CIBC) is a major financial institution that provides a wide range of banking and financial services. CIBC's ultimate mission is to be a leading, innovative financial institution that helps clients achieve their financial goals. The bank's purpose is rooted in delivering trusted advice and exceptional service to individuals, businesses, and communities. CIBC is committed to fostering economic growth, supporting financial well-being, and contributing to the overall prosperity of its clients and the regions it serves. With a focus on integrity and customer satisfaction, CIBC plays a vital role in the Canadian and international financial landscape, offering solutions that span banking, wealth management, and capital markets to meet the diverse needs of its stakeholders.

Benefits

  • Financial health

    Rewards and resources to support your short and long-term financial goals. At a glance: 50% employee share matching plan, Employee Banking Offer including free banking services, credit cards and more, Defined Benefit Pension Plan that provides you with a secure retirement for life

  • Mental health

    Resources to support your mental health and increase your resiliency. At a glance: Mental health therapy covered at 100% and $5,000 per person per year, Online and in-person counselling, Shareable mental health video library, Mindfulness education and practice tools