Job Description & How to Apply Below
Elevate client service standards with CIBC’s Fee-Based Solutions as a Senior Consultant based in Halifax. Utilize your analytical skills and portfolio management expertise to drive change.
CIBC is actively seeking a Senior Consultant for its Fee-Based Integration team. This position requires you to cultivate strong relationships with advisors and lead efforts to boost the adoption of fee-based products across the Atlantic. With substantial experience in wealth management, you'll develop impactful tools and analytical frameworks that will empower leadership in decision-making processes.
Your role will be pivotal in enhancing advisor experiences through effective communication and collaboration.
Key Responsibilities:
• Lead strategic execution for fee-based solutions
• Enhance outcomes for portfolio management practices
• Create impactful analytical programs for leadership
• Foster understanding of CIBC Unified Account features
• Collaborate closely with advisory and management teams
Requirements:
• 8-10 years in wealth management
• Advanced skills in Microsoft tools
• Strong problem-solving and client service orientation
• Proficient in data analysis and reporting
• Effective communicator with diverse teams
Your strategic vision and expertise will drive the success of fee-based solutions at CIBC.
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Position Requirements
10+ Years
work experience
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