Wealth Solutions Senior Consultant at CIBC
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 PowerPoint
• Ability to communicate complex information effectively Leverage your portfolio management expertise to drive impactful fee-based solutions at CIBC in Toronto.
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Vacancy posted 5 hours ago
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