Senior Consultant, Fee Based Solutions

What You'll Be Doing

CIBC Private Wealth and Wood Gundy deliver relationship‑based advice, service, and product solutions that meet clients’ unique needs. As the Senior Consultant, Fee‑Based Integration, you will 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. Additionally, you'll contribute to head office functions by developing programs, tools, analytical frameworks, and reporting that inform senior leadership. You will build a strong understanding of the CIBC Unified Account (UA) platform, confidently communicate its purpose and value to advisors, and support its adoption. This highly visible role blends analytics, consulting, change leadership, and collaboration—partnering with advisory teams, branch leadership, and Wealth Management partners...