Elevate your career as a Senior Consultant at CIBC, specializing in fee-based solutions in Toronto. Drive adoption of the CIBC Unified Account platform across Western Ontario branches and support clients in achieving their investment goals.
In this pivotal role, you will collaborate with advisors and management on fee-based strategies, contributing to CIBC’s commitment to relationship-oriented banking. This position requires 8-10 years of wealth management experience and a strong grasp of portfolio management. You’ll enhance advisor capabilities while fostering data-driven decision-making and ongoing improvement.
Key Responsibilities:
• Drive fee-based solution adoption among Wood Gundy advisors
• Build trusted relationships through regular branch engagement




• Analyze portfolio data and identify growth opportunities
• Facilitate change management processes for advisors
• Develop tools and strategies enhancing portfolio management
Requirements:
• 8-10 years of experience in wealth management
• Robust analytical and financial skills
• Advanced proficiency in Excel and PowerPoint
• Proven experience in consultative selling techniques
• Ability to travel across Western Ontario frequently
Bring your expertise in portfolio management and advisor support to CIBC’s mission of excellence.
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📌 Senior Consultant in Wealth Management (Toronto)
🏢 CIBC
📍 Toronto