Associate, Private Wealth Rotational Program (Saskatoon)

Posted 19 Days Ago
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Saskatoon, SK, CAN
In-Office
Entry level
Financial Services
CIBC is here to help all our clients reach their goals.
The Role
Participates in a 12-month Private Wealth rotational program supporting client relationship management, financial planning, investment advice, lending, business development, and community outreach. Builds and manages client portfolios, develops new relationships, and collaborates with banking and wealth-management specialists. The role includes supported licensing and education in CIBC systems and lending processes, leading to a wealth-management position after program completion.
Summary Generated by Built In

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 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 [email protected]

  • 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

410 22nd Street East

Employment Type

Regular

Weekly Hours

37.5

Skills

Client Relations, Client Service, Financial Advising, Investments

Skills Required

  • Recent graduate between May 2026 and May 2027, or final-year post-secondary student graduating in Spring 2027
  • Degree in Business, Finance, Accounting, or a related field
  • Successful completion of required CIRO licensing within six months of start date
  • Proven academic success, teamwork, and extracurricular involvement
  • Excellent interpersonal, written, oral, and presentation skills
  • Ability to explain complex concepts
  • Ability to multitask and manage competing demands
  • Legal eligibility to work at the specified location and valid work or study permit where applicable

CIBC Bank USA Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CIBC Bank USA and has not been reviewed or approved by CIBC Bank USA.

  • Healthcare Strength — Health coverage includes multiple medical, dental, and vision options, complemented by wellness initiatives and mental‑health support. U.S. materials emphasize comprehensive plan choices that many consider solid even if plan costs vary by election.
  • Leave & Time Off Breadth — Time‑off programs are described as generous, including vacation, a paid Purpose Day, and paid parental/adoption leave available in the U.S. The offering highlights work–life balance and begins with meaningful PTO upon hire in many roles.
  • Retirement Support — A U.S. 401(k)/defined‑contribution plan with company match is part of the package. Broader financial perks such as employee banking benefits and share programs are also highlighted as part of total rewards.

CIBC Bank USA Insights

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The Company
HQ: Toronto
1,912 Employees

What We Do

CIBC US provides tailored commercial and personal banking services, private banking, wealth management and small business financial solutions. Social Media Terms and Conditions: https://bit.ly/3AAqv53 The CIBC Logo is a registered trademark of CIBC, used under license. ©2026 CIBC Bank USA. Loans are subject to credit approval Equal Housing Lender | Member FDIC

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