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Senior Consultant CIBC Wealth Solutions
Job in
Toronto, Ontario, C6A, Canada
Listed on 2026-06-29
Listing for:
Canadian Imperial Bank of Commerce
Full Time
position Listed on 2026-06-29
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
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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Position Requirements
10+ Years
work experience
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