Senior Consultant CIBC Wealth Solutions

Position: Senior Consultant for CIBC Wealth Solutions
Join CIBC's Wealth Solutions team as a Senior Consultant focused on fee-based strategies. In Toronto, you'll empower advisors to achieve outstanding client outcomes.

This vital role collaborates with teams to shape fee-based solutions within Wood Gundy. Your background of 8 to 10 years in the wealth management field, coupled with portfolio management acumen, will be essential for advising on practice evolution. As an expert, you'll utilize data-driven insights to optimize business development and enhance advisor capabilities.

Key Responsibilities:

• Advise on portfolio management and scalability

• Identify growth opportunities from advisor portfolios

• Create tools to support new fee-based service models

• Promote practical adoption of Unified Account practices

• Collaborate effectively with investment advisors and branch leaders

Requirements:

• 8-10 years of experience in wealth management

• Proficiency in portfolio management strategies

• Strong analytical and data interpretation skills

• Technical expertise in MS Office tools

• Ability to communicate complex ideas effectively

Drive strategy and partnership as you shape the future of CIBC's advisory services.
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