Senior Consultant, Fee Solutions

Position: Senior Consultant, Fee Based Solutions
## Senior Consultant, Fee Based Solutions Apply locations:
Toronto, ONtime type:
Full time posted on:
Posted Todaytime left to apply:
End Date:
July 7, 2026 (14 days left to apply) job requisition :
2613241

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered  team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit
** What You’ll Be Doing
** 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.
* At CIBC we enable the work environment most optimal for you to thrive in your role. You’ll have the flexibility to manage your work activities within a hybrid work arrangement where you’ll spend 2-3 days per week on-site, while other days will be remote.
* The expected annualized base salary range for this role is $92,490 to $110,000.
The base salary is determined by a variety of factors, including the candidate’s skills, experience, and job-related knowledge, as well as geographic location and specific business needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their roles.
In addition to base pay, compensation for this role includes participation in an annual discretionary incentive or bonus program.
We are committed to providing fair, equitable, and competitive compensation opportunities for all employees and we encourage open conversations about compensation throughout the recruitment process.
** How You’ll Succeed**
* ** 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…