Associate, Private Wealth Rotational Program – Montreal – Bilingual

What you'll do

• Manage and grow client portfolios through relationship management and comprehensive financial services support
• Build financial plans for clients and provide investment advice to help them achieve their goals
• Engage proactively with new and existing clients to create lasting connections
• Participate in twelve-month rotational program across Private Banking, Wood Gundy, and Head Office roles

What they're looking for

• Recent graduate (May 2026-May 2027) or final-year student pursuing Business, Finance, Accounting, or related degree
• Fluent in French and English
• Strong interpersonal skills with proven teamwork and academic success
• Self-starter capable of managing multiple priorities in dynamic environments
• Successful CIRO licensing completion required within six months of start

Pay and perks

• Competitive salary and incentive pay
• Banking benefits, defined benefit pension plan, employee share purchase plan
• Vacation offering and wellbeing support