Senior Consultant, Fee Based Solutions

CIBC•Halifax, NS

21h•Hybrid

About The Position

CIBC Private Wealth and Wood Gundy are dedicated to delivering excellence in relationship-based advice, service, and product solutions that meet our clients’ unique needs. Our comprehensive offering serves a diverse range of wealth-building clients—from self-directed investors and high net worth individuals to institutional clients. As the Senior Consultant, Fee-Based Integration, reporting to the Director, Fee Based Solutions, you’ll help shape and execute the strategic direction of fee-based solutions across the Atlantic region. You’ll be a trusted subject matter expert for financial advisors, supporting disciplined portfolio management and scalable portfolio construction, implementation, and monitoring. In addition to advisor support, you’ll contribute to head office functions by developing programs, tools, analytical frameworks, and reporting that inform senior leadership. You’ll build a strong understanding of the CIBC Unified Account (UA) platform, confidently communicating its purpose and value to advisors, and supporting its adoption. This highly visible role blends analytics, consulting, change leadership, and collaboration—partnering with advisory teams, branch leadership, and Wealth Management partners to drive the evolution and adoption of fee-based solutions. Success in this role is measured by increased UA and fee-based adoption, stronger collaboration across departments, and actionable feedback that improves the advisor experience. At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

Requirements

Well-developed knowledge of portfolio management and fee-based solutions.
8 to 10 years of experience in the wealth management industry, with deep tactical expertise in retail brokerage.
Give meaning to data.
Enjoy solving complex problems, analyzing information, and translating data into actionable recommendations.
Create clear, compelling reports and dashboards that inform and influence leadership decisions.
Act like an owner.
Thrive when empowered to take initiative and deliver results.
Identify business opportunities and implement strategies, managing competing deadlines independently.
Passionate about people.
Value relationships and connect authentically with a diverse network of partners.
Strong client-service orientation and communicate confidently with Investment Advisors and branch management.
Influence makes a difference.
Inspire outcomes through expertise, superior communication, and presentation skills, simplifying complex information for varied audiences.
Strong technical knowledge.
Advanced proficiency in Microsoft PowerPoint, Power BI, Excel, and other MS Office tools.
Working knowledge of instructional design and visual communication principles.
Bring your real self to work and live CIBC’s values - trust, teamwork, and accountability.

Nice To Haves

Additional accreditation (CFP, CIM, CFA) is an asset.
Familiarity with CGI Wealth360, SS&C, and Broadridge is an asset.

Responsibilities

Shape and execute the direction of fee-based solutions across the Atlantic region, acting as a subject matter expert and trusted partner to Wood Gundy advisory teams.
Support advisors in strengthening portfolio management outcomes, promoting scalable construction, implementation, and monitoring approaches aligned to client needs and practice goals.
Contribute to the development of programs, tools, analytical frameworks, and reporting that support the Fee-Based Integration team and inform senior leadership decision-making.
Build expertise in the CIBC Unified Account platform, confidently communicating its value and relevance to advisors, and supporting understanding and adoption.
Partner closely with Wood Gundy advisory teams, branch leadership, and Wealth Management partners to drive evolution and adoption of fee-based solutions.