Senior Consultant, Fee Based Solutions
About The Position
CIBC Private Wealth and Wood Gundy are focused on providing excellence in relationship-based advice, service and product solutions that meet our clients' needs. We have a comprehensive offer that addresses the full spectrum of wealth building clients - from self-directed investors to high net worth private wealth individuals, to institutional clients. As the Senior Consultant, Fee-Based Integration, you’ll report to the Director, Fee-Based Integration, Wealth Solutions, and play a pivotal role in shaping and executing the strategic direction of fee-based solutions for CIBC Private Wealth and Wood Gundy across Ontario. This is your opportunity to influence the evolution of Wood Gundy advisory practices by providing partnership, insight, and execution support. Portfolio management is a cornerstone of modern advisory practice, and you’ll serve as a subject matter expert and champion for disciplined portfolio management across both discretionary and non-discretionary business models. You’ll help advisors enhance client outcomes through scalable portfolio construction, implementation, and monitoring approaches aligned to client needs and practice goals. The CIBC Unified Account (UA) platform will be the foundational portfolio management and trading system for Fee-Based Solutions at Wood Gundy. Unified Accounts represent the next step in the evolution of Separately Managed Accounts and Fee-Based Solutions, offering a single account solution that holds multiple investment “sleeves” and automates rebalancing and cashflow management. You’ll translate portfolio management concepts into practical advisor workflows, accelerating adoption of the UA program and fee-based solutions. This includes contributing to the development of tools and programs that enhance advisors’ business practices and drive revenue and market share. This highly visible role blends analytics, consulting, and change leadership, partnering closely with Wood Gundy advisory teams, branch leadership, and other Wealth Management partners to accelerate adoption and support the ongoing evolution of the UA platform.
Requirements
- Deep knowledge of portfolio management and fee-based solutions.
- 8 to 10 years of experience in the wealth management industry, with well-developed tactical expertise in retail brokerage business.
- Proficient in PowerPoint, Excel, and other MS Office tools, and enjoy analyzing data.
- Bring your real self to work, and you live our values – trust, teamwork, and accountability.
Nice To Haves
- Additional accreditation such as CFP, CIM, or CFA is an asset.
- Familiarity with CGI Wealth360, SS&C, and Broadridge is an asset.
Responsibilities
- 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.
- 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.
- 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.
- 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.
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers, our social, points-based recognition program.
- Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
