Job Description
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) platfor...