Senior Consultant, Fee Based Solutions

Strategic Partnership – Act as a trusted advisor to Wood Gundy teams, leading forward-looking conversations on portfolio management, practice evolution, and scalability. Develop expertise in fee-based products (such as Investment Consulting Services (ICS) and Portfolio Partner (PP)) to form informed perspectives. Serve as a key contact and Unified Account (UA) subject matter expert for Investment Advisors, Branch Management, and internal partners. Build and maintain strong relationships with key fee-based Advisor supporters and investment staff.

Business Development – Analyze advisors’ books of business to uncover data-driven opportunities and develop strategic proposals. Prospect advisors in the region to understand their business goals and present tailored recommendations. Collaborate with Investment Advisors to build action plans that optimize business practices through increased use of the UA program and fee-based offerings. Monitor fee-based targets to drive revenue, competitiveness, market share, and operational efficiency.

Program and Tool Development – Partner with the Director, Fee-Based Integration, Wealth Solutions, and Wood Gundy branch leadership to develop and implement programs, tools, and portfolio management strategies that increase adoption and grow fee-based assets. Work with Practice Management, Training & Development, Head Office partners, and vendors to create sessions that enhance portfolio management capabilities. Develop and refine resources, tools, and materials (such as presentations, Excel tools, and guides) to support advisory teams and consultants.

Unified Account Program Support – Promote UA best practices, reinforce benefits, and coordinate resolution of UA-related challenges with Technology/Operations and internal partners. Support the phased roll-out of the UA program across regions, and contribute to platform evolution by sharing feedback and improvement opportunities. Identify efficiencies in business practices to optimize resource usage and assess operational and client impacts related to changes in fee-based and UA offerings.

Who You Are

You have deep knowledge of portfolio management and fee-based solutions. You bring 8 to 10 years of experience in the wealth management industry, with well-developed tactical expertise in retail brokerage business. Additional accreditation such as CFP, CIM, or CFA is an asset.

You give meaning to data. You enjoy investigating complex problems, interpreting information, and turning data into actionable recommendations. Your strong analytical, business, and financial acumen help drive solutions.

You act like an owner . You thrive when empowered to take initiative, deliver results, and implement successful strategies. You’re highly organized, able to plan, prioritize, and manage competing deadlines independently, and understand how business issues impact Wood Gundy and our clients.

You're passionate about people. You value relationships and build a diverse network of partners. Your client-service orientation and confident communication skills help you connect with Investment Advisors and branch management through respect and authenticity.

Your influence makes a difference. You inspire outcomes by sharing expertise and building networks. Your superior communication and presentation skills enable you to summarize complex information for varied audiences. A high degree of travel within Ontario may be required to support CIBC Wood Gundy branches.

You have strong technical knowledge . You are proficient in PowerPoint, Excel, and other MS Office tools, and enjoy analyzing data. Familiarity with CGI Wealth360, SS&C, and Broadridge is an asset.

Values matter to you. You bring your real self to work, and you live our values – trust, teamwork, and accountability.

#LI-TA

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.

You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).

We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.