Drive fee-based adoption and CIBC Unified Account growth as a Senior Consultant supporting Wood Gundy branches across Western Ontario. As CIBC’s Senior Consultant, you will advise Investment Advisors, Branch Management, and Wealth Management partners. You will translate portfolio management concepts into practical workflows, lead change, and support measurable growth in fee-based assets. The role combines analytics, consulting, and advisor influence.

Key Responsibilities
- Drive adoption of fee-based solutions and the Unified Account platform
- Analyze advisor books to identify data-driven opportunities
- Build action plans optimizing advisory practices and fee-based offerings
- Guide branches through change and sustain adoption momentum




- Share field feedback improving the Unified Account experience

Requirements:
- Eight to ten years of wealth management industry experience
- Knowledge of portfolio management and fee-based solutions
- Consultative selling and change management experience
- Robust analytical, business, financial, and communication skills
- Advanced PowerPoint, Excel, and Microsoft Office skills Use portfolio management expertise, analytics, and advisor influence to expand CIBC Wood Gundy’s fee-based solutions across Western Ontario.

📌 Fee Based Solutions Senior Consultant (London)
🏢 CIBC
📍 London