Drive strategic fee-based solutions with CIBC Private Wealth as a Senior Consultant in Halifax. Utilize your expertise in portfolio management and advisory support to enhance client outcomes.

CIBC Private Wealth seeks a Senior Consultant for Fee-Based Integration, focusing on the Atlantic region. In this role, you will leverage your 8-10 years of wealth management experience and knowledge of fee-based products to guide financial advisors and develop impactful programs. Your partnership with advisory teams and contribution to head-office functions will significantly enhance advisor experiences through increased adoption of fee-based solutions.

Key Responsibilities:
• Shape and execute fee-based solutions strategy
• Support advisors with scalable portfolio management
• Develop tools and analytical frameworks for leadership
• Build expertise in CIBC Unified Account platform
• Partner with teams to foster collaboration and solutions