Shape the future of portfolio management with CIBC as a Senior Consultant specializing in Fee-Based Solutions. Drive adoption and implementation across Western Ontario branches to create impactful client relationships.

Reporting to the Director of Fee-Based Integration, this senior role involves engaging with Wood Gundy advisory teams to enhance fee-based offerings and the Unified Account platform. You will leverage your expertise to analyze advisor practices and influence impactful change while building trusted relationships. Your efforts will directly contribute to the growth of fee-based assets while ensuring advisors receive the support they need.

Key Responsibilities:
• Serve as the UA subject matter expert for branch teams
• Facilitate implementation of fee-based solutions with advisors




• Analyze books of business to uncover strategic growth opportunities
• Guide advisors through change management processes
• Collaborate on tool and program development for advisors

Requirements:
• 8 to 10 years in the wealth management industry
• Expertise in portfolio management and fee-based solutions
• Robust analytical and communication skills
• Familiarity with sales methodologies and change management
• Advanced proficiency in PowerPoint and Excel

Bring your expertise in portfolio management and keen analytical skills to CIBC, making a measurable impact at Wood Gundy.
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📌 Senior Consultant in Fee-Based Solutions (Ontario)
🏢 CIBC US
📍 Ontario