Associate, Private Wealth Rotational Program – Montreal – Bilingual
Core
Develop and build skills to manage and grow client portfolios by providing dedicated relationship management, complex financial services support, and comprehensive financial advice within a rotational program.
Role type
Associate, Private Wealth Rotational Program (Financial Advisor track)
Builds
Financial plans, investment strategies, and wealth protection solutions for mass affluent clients
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Client relationship building, Financial advising, Financial planning, Business development, Networking, Multi-quadrant planning (retirement, investment, credit, trust, estate)
Preferred skills
Academic success, Teamwork, Extracurricular involvement, Integrity, Presentation skills
Technologies
CIBC systems, Lending processes
Responsibilities
Proactively engage with new and existing clients to make lasting connections, Deliver trusted investment advice, Create sales plans to convert leads into new clients, Participate in local community events and marketing outreach, Partner with Financial Planning Consultants and Investment Advisors
Seniority
Entry-level (Recent Graduate)
