Wealth Solutions Senior Consultant

Position: Wealth Solutions Senior Consultant at CIBC
Elevate your career with CIBC as a Senior Consultant in Fee-Based Solutions, focused on optimizing advisory practices in Toronto. Utilize your expertise in portfolio management to improve client outcomes and influence industry standards.

CIBC is seeking a highly skilled Senior Consultant in Fee-Based Integration for its Wealth Solutions team located in Toronto, Ontario. With 8-10 years of wealth management experience, you will shape strategic directions and enhance fee-based offerings across Wood Gundy.

Your role as a subject matter expert will involve collaboration, business development, and program development to expand fee-based assets and improve advisor workflows.

Key Responsibilities:

• Shape strategic direction for fee-based solutions

• Influence advisory practices through insightful support

• Enhance client outcomes via scalable portfolio management

• Translate concepts into practical workflows for advisors

• Develop tools to drive advisor business growth

Requirements:

• 8-10 years experience in wealth management

• Accreditation such as CFP, CIM, or CFA is preferred

• Strong analytical and financial acumen

• Proficiency in Excel and Power Point

• Ability to communicate complex information effectively

Leverage your portfolio management expertise to drive impactful fee-based solutions at CIBC in Toronto.
#J-18808-Ljbffr