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 dedicated to delivering excellence in relationship-based advice, service, and product solutions that meet our clients’ unique needs. Our comprehensive offering serves a diverse range of wealth-building clients—from self-directed investors and high net worth individuals to institutional clients. As the Senior Consultant, Fee-Based Integration, reporting to the Director, Fee Based Solutions, you’ll help shape and execute the strategic direction of fee-based solutions across the Atlantic region. You’ll be a trusted subject matter expert for financial advisors, supporting disciplined portfolio management and scalable portfolio construction, implementation, and monitoring. In addition to advisor support, you’ll contribute to head office functions by developing programs, tools, analytical frameworks, and reporting that inform senior leadership. You’ll build a strong understanding of the CIBC Unified Account (UA) platform, confidently communicating its purpose and value to advisors, and supporting its adoption. This highly visible role blends analytics, consulting, change leadership, and collaboration—partnering with advisory teams, branch leadership, and Wealth Management partners to drive the evolution and adoption of fee-based solutions. Success in this role is measured by increased UA and fee-based adoption, stronger collaboration across departments, and actionable feedback that improves the advisor experience.
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.

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.

How You’ll Succeed

• 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.

#LI-TA

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

• CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

• We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).

• We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Halifax-1969 Upper Water St.

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Business Growth, Client Counseling, Client Service, Communication, Detail-Oriented, Performance Analysis, Reporting and Analysis, Teamwork