Senior Consultant, Fee Based Solutions (Toronto)

Senior Consultant, Fee‑Based Integration – Wealth Solutions – Toronto, Ontario. Work with Wood Gundy advisory teams to advance fee‑based solutions and the Unified Account (UA) platform.

What You’ll Be Doing

• Shape and execute the strategic direction of fee‑based solutions for CIBC Private Wealth and Wood Gundy across Ontario.
• Influence the evolution of Wood Gundy advisory practices through partnership, insight, and execution support.
• Serve as subject‑matter expert and champion for disciplined portfolio management across both discretionary and non‑discretionary business models.
• Help advisors enhance client outcomes through scalable portfolio construction, implementation, and monitoring approaches.
• Translate portfolio management concepts into practical advisor workflows, accelerating adoption of the UA program and fee‑based solutions.
• Contribute to the development of tools and programs that enhance advisors’ business practices and drive revenue and market share.

How You’ll Succeed

• 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 (ICS and PP) to form informed perspectives.
• Serve as key contact and UA subject‑matter expert for Investment Advisors, Branch Management, and internal partners.
• Build and maintain strong relationships with key fee‑based Advisor supporters and investment staff.

• Analyze advisors’ books of business to uncover data‑driven opportunities and develop strategic proposals.
• Prospect advisors in the region to understand their business goals and present tailored recommendations.
• Collaborate with Investment Advisors to build action plans that optimize business practices through increased use of the UA program and fee‑based offerings.
• Monitor fee‑based targets to drive revenue, competitiveness, market share, and operational efficiency.

• Partner with the Director and Wood Gundy branch leadership to develop and implement programs, tools, and portfolio management strategies that increase adoption and grow fee‑based assets.
• Work with Practice Management, Training & Development, Head Office partners, and vendors to create sessions that enhance portfolio management capabilities.
• Develop and refine resources, tools, and materials (presentations, Excel tools, guides) to support advisory teams and consultants.

• Promote UA best practices, reinforce benefits, and coordinate resolution of UA‑related challenges with Technology/Operations and internal partners.
• Support the phased roll‑out of the UA program across regions, and contribute to platform evolution by sharing feedback and improvement opportunities.
• Identify efficiencies in business practices to optimize resource usage and assess operational and client impacts related to changes in fee‑based and UA offerings.

Who You Are

• Deep knowledge of portfolio management and fee‑based solutions; 8‑10 years experience in wealth management, preferably retail brokerage.
• Additional accreditation such as CFP, CIM, or CFA is an asset.
• Strong analytical, business, and financial acumen; ability to interpret complex data into actionable recommendations.
• Owner mindset; highly organized, independent, and able to manage competing deadlines.
• Passionate about people; client‑service orientation and confident communication skills.
• Superior communication and presentation skills; ability to summarize complex information for varied audiences.
• Solid technical knowledge: proficient in PowerPoint, Excel, and other MS Office tools; familiarity with CGI Wealth360, SS&C, and Broadridge is an asset.
• Values alignment with trust, teamwork, and accountability.
• A high degree of travel within Ontario may be required.

What CIBC Offers

• Base salary range: $92,490 to $110,000 per year.
• Annual discretionary incentive or bonus program.
• Competitive salary, incentive pay, banking benefits, defined benefit pension plan, employee share purchase plan, vacation, wellbeing support, and recognition program.
• Hybrid work arrangement: 2–3 days on‑site per week, remaining days remote.
• Opportunities for growth and development.

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. If you need accommodation, please contact M View email address on ca.talent.com.

Job Location: Toronto – 81 Bay, 12th Floor.

Employment Type: Regular.

Weekly Hours: 37.5.