Senior Consultant, Fee Based Solutions

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com
What You’ll Be Doing
CIBC Private Wealth and Wood Gundy are committed to delivering excellence in relationship-based advice, service, and product solutions that meet our clients’ needs — spanning self-directed investors to high net worth private wealth individuals and institutional clients.
Reporting to the Director, Fee-Based Integration, Wealth Solutions, the Senior Consultant drives adoption of fee-based solutions and the CIBC Unified Account (UA) platform across CIBC Wood Gundy branches in Western Ontario. Through regular branch visits and trusted advisor relationships, you will translate portfolio management concepts into practical workflows, influence practice evolution, and deliver measurable growth in fee-based assets.
The CIBC Unified Account (UA) platform is the next-generation portfolio management and trading system for Fee-Based Solutions at Wood Gundy — providing a single account solution that holds multiple investment sleeves and automates rebalancing and day-to-day cashflow management. You will serve as the subject matter expert for this platform in your region, accelerating its adoption through consultative engagement, change leadership, and hands-on advisor support.
This highly visible role blends analytics, consulting, and change leadership. Success is measured by sustained increases in UA and fee-based adoption, stronger head office collaboration, and actionable field feedback that improves the advisor experience and supports the ongoing evolution of the UA platform.
At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
The expected annualized base salary range for this role is $102,700 to $133,200.
The base salary is determined by a variety of factors, including the candidate’s skills, experience, and job-related knowledge, as well as geographic location and specific business needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their roles.
In addition to base pay, compensation for this roleincludes participation in an annual discretionary incentive orbonus program.
We are committed to providing fair, equitable, and competitive compensation opportunities for all employees and we encourage open conversations about compensation throughout the recruitment process.
How You’ll Succeed
Senior Consultant
: Act as a strategic partner to Wood Gundy advisory teams, leading forward-looking conversations focused on portfolio management, practice evolution, and scalability. Serve as the key UA subject matter expert for Investment Advisors, Branch Management, and internal Wealth Management partners. Build deep, trust-based relationships through consistent presence, high-quality service, and follow-through — supporting advisors from initial engagement through full implementation of fee-based solutions.
Business Development:
Use consultative sales techniques to engage advisors, identify practice needs, and move them through a structured adoption process — from awareness to implementation. Proactively analyze advisors’ books of business to uncover data-driven opportunities and develop strategic proposals. Build action plans with Investment Advisors to optimize business practices through increased use of the UA program and fee-based offerings. Monitor regional fee-based targets with the objective of increasing revenue, growing market share, and reducing operational costs.
Change Management & Advisor Influence:
Apply change management principles to guide advisors and branch leadership through transitions — building buy-in, overcoming resistance, and sustaining momentum. Use persuasion, structured communication, and tailored engagement strategies to influence behavioral change at the branch level and accelerate adoption of the UA program.
Programs and Tool Development:
Collaborate with the Director, Fee-Based Integration and Wood Gundy branch leadership to develop and implement programs, tools, and best-in-class portfolio management strategies that grow fee-based assets. Partner with Practice Management, Training & Development, Head Office partners, and vendors to build advisor capability. Create and enhance resources, tools, and materials — including presentation cont