Senior Consultant - Fee-Based Solutions at CIBC

Drive strategic fee-based solutions for CIBC in Halifax, Nova Scotia. As a Senior Consultant, you'll optimize portfolio management while collaborating closely with advisors to enhance client outcomes.
In this key consulting role, you will shape the execution of fee-based solutions throughout the Atlantic region. Your experience in wealth management, strong analytical thinking, and business development skills will help foster partnerships and promote the adoption of the CIBC Unified Account platform. Contributing to program development and analytical frameworks is central to improving the advisor experience and increasing fee-based solutions.
Key Responsibilities:
• Shape the strategic direction of fee-based solutions
• Support portfolio management for financial advisors
• Develop programs and tools for advisor support
• Communicate effectively about CIBC Unified Account benefits
• Collaborate with branch leadership and advisory teams
Requirements:
• 8 to 10 y...