Senior Consultant – Lead strategic execution: Shape and execute the direction of fee-based solutions across the Atlantic region, acting as a subject matter expert and trusted partner to Wood Gundy advisory teams. You will hold a strong knowledge of fee-based products (Investment Consulting (ICS), Portfolio Partner (PP)) to form informed perspectives.
Business Development – Support advisors in strengthening portfolio management outcomes, promoting scalable construction, implementation, and monitoring approaches aligned to client needs and practice goals.
Head Office Functions and Program Development – Contribute to the development of programs, tools, analytical frameworks, and reporting that support the Fee-Based Integration team and inform senior leadership decision-making.
UA Program Support – Build expertise in the CIBC Unified Account platform, confidently communicating its value and relevance to advisors, and supporting understanding and adoption.
Collaboration – Foster partnerships: Partner closely with Wood Gundy advisory teams, branch leadership, and Wealth Management partners to drive evolution and adoption of fee-based solutions.
Who You Are
You have well-developed knowledge of portfolio management and fee-based solutions. You bring 8 to 10 years of experience in the wealth management industry, with deep tactical expertise in retail brokerage. Additional accreditation (CFP, CIM, CFA) is an asset.
You give meaning to data. You enjoy solving complex problems, analyzing information, and translating data into actionable recommendations. You create clear, compelling reports and dashboards that inform and influence leadership decisions.
You act like an owner. You thrive when empowered to take initiative and deliver results. You identify business opportunities and implement strategies, managing competing deadlines independently.
You're passionate about people. You value relationships and connect authentically with a diverse network of partners. You bring a strong client-service orientation and communicate confidently with Investment Advisors and branch management.
Your influence makes a difference. You inspire outcomes through expertise, superior communication, and presentation skills, simplifying complex information for varied audiences. A high degree of travel will be required initially to build relationships with CIBC Wood Gundy branches across the Atlantic provinces. Ongoing travel within the Atlantic provinces will be an integral part of this role.
You have strong technical knowledge. You demonstrate advanced proficiency in Microsoft PowerPoint, Power BI, Excel, and other MS Office tools, with working knowledge of instructional design and visual communication principles. Familiarity with CGI Wealth360, SS&C, and Broadridge is an asset.
Values matter to you. You bring your real self to work and live CIBC’s values - trust, teamwork, and accountability.