Associate, Private Wealth Rotational Program

Associate, Private Wealth Rotational Program

Associate, Private Wealth Rotational Program

Apply locations Regina, SK 410 22nd Street East

Time type Full time

Posted on Posted 3 Days Ago

Time left to apply End Date:
November 20, 2024 (25 days left to apply)

Job requisition id 2423039

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 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.

Important Information:

• 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

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.

• 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 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.

• 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.

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.

• 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 tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more.