Drive impactful portfolio management as a Senior Consultant. Engage with advisory teams, enhance fee-based offerings, and analyze business strategies while fostering significant relationships.
In this senior role, you’re tasked with engaging advisory teams and developing a robust understanding of fee-based products. Build strategic proposals based on detailed analysis of advisors’ businesses, while increasing the adoption of fee-based assets. Collaboration with branch leadership to implement impactful tools and programs is essential.
Key Responsibilities:
• Lead conversations on portfolio management and scalability • Analyze advisors’ books for data-driven opportunities • Develop strategic proposals to enhance business practices • Create best-in-class tools and programs for advisors • Promote best practices for Unified Account management
Requirements: • 8–10 years of experience in wealth management • Strong knowledge of portfolio management and fee-based solutions • Advanced proficiency in Excel and PowerPoint • Excellent communication and presentation skills • Ability to connect authentically with diverse stakeholders
Utilize your expertise to drive fee-based solutions while building meaningful client relationships and influencing success across advisory teams. #J-18808-Ljbffr
Apply on Kit Job: kitjob.ca/job/2g9fw9
📌 Strategic Consultant for Fee-Based Solutions (Calgary)
🏢 Canadian Imperial Bank of Commerce
📍 Calgary
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