CIBC Consultant in Wealth Management

Elevate your career as a Consultant with CIBC in Wealth Management, providing relationship-based solutions to enhance client portfolios. This hybrid role involves hands-on support for advisors and strategic initiatives.

Join CIBC’s Private Wealth and Wood Gundy team as a Consultant dedicated to optimizing fee-based solutions. With over five years in financial services, you will contribute to practice optimization, advisor support, and operational efficiency. Collaborating with senior members, you will identify areas for impactful enhancements across advisory services.

Key Responsibilities:

• Conduct advisor book reviews to optimize practices

• Assist in launching new strategies and pricing support

• Manage inquiries related to fee-based and discretionary accounts

• Collaborate on strategic initiatives across team functions

• Develop client-facing documents and support audits

Requirements:

• 5+ years in financial services, preferably brokerage

• Knowledge of fee-based solutions and wealth management

• Strong skills in MS Office, especially Excel and Power Point

• Experience with wealth management platforms is a plus

• Proven ability to analyze data and solve problems

Harness your expertise in wealth management to empower advisors and enhance client experiences at CIBC.
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