CIBC Senior Consultant, Fee Solutions

Shape strategic fee-based solutions with CIBC as a Senior Consultant in Toronto. You'll leverage your expertise to enhance portfolio management and drive client success.
In this role at CIBC, you'll collaborate closely with Wood Gundy advisory teams and lead the evolution of their advisory practices. With 8 to 10 years in wealth management and deep portfolio knowledge, your input will guide the development of innovative tools and programs. Your ability to translate complex data into actionable strategies will empower advisors to optimize business practices and drive revenue.
Key Responsibilities:
• Serve as a Unified Account subject matter expert
• Analyze and enhance advisors' business models
• Develop programs promoting fee-based asset growth
• Support phased rollout of Unified Account initiatives
• Foster strong partnerships within advisory teams
Requirements:
• 8-10 years in wealth management industry
• Proven portfolio management expertise
• Strong...