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Added 13 mins ago
Industry Partnership & Employer Engagement Coordinator
Jobbe
Antigonish, NS
Full-time
…emerging graduate talent pipelines in enterprise technology management. Reporting to the Acting Director, Experiential Learning Operations, this position will develop local, national, and…
Added 14 mins ago
Manager, Central Intake & eReferral
Health Sciences North
Sudbury, ON
Training or recent experience with project management is preferred.
Added 14 mins ago
Project Manager, IT Project Management
Health Sciences North
ON · Sudbury, ON
…Information Technology (IT) systems and services, utilizing project management best…
Added 14 mins ago
Project Manager, IT Project Management
Health Sciences North
ON · Sudbury, ON
…Information Technology (IT) systems and services, utilizing project management best…
Added 14 mins ago
Clinical Manager, Extensive Needs Services
Health Sciences North
Sudbury, ON
Oversee the implementation, management and daily operations of all clinical services within the new Extensive Needs Services (ENS) Programs locally and across the North. Manage human and…
Added 14 mins ago
Manager, Central Intake & eReferral
Health Sciences North
Sudbury, ON
Training or recent experience with project management is preferred.
Added 14 mins ago
Clinical Manager, Extensive Needs Services
Health Sciences North
Sudbury, ON
Oversee the implementation, management and daily operations of all clinical services within the new Extensive Needs Services (ENS) Programs locally and across the North. Manage human and…
Added 14 mins ago
Supervisor, Alumni Engagement
University of Ottawa
Ottawa, ON · Alex Trebek Alumni Hall
Full-time
Strong project management and organizational skills, and ability to prioritize multiple tasks
Added 14 mins ago
Senior Coordinator, Alumni Relations and Community Partnerships
University of Ottawa
Ottawa, ON · Desmarais Hall
Full-time
…consistently. The role focuses on intake coordination, workflow management, data integrity, reporting, briefing preparation, sponsorship process support, and recognition follow-through -…
Added 45 mins ago
Engineering Co-op Student - Transportation and Drainage (Full Time) January to April or August
City of Chilliwack
Chilliwack, BC
Full-time
…high level of skill and work complexity related to a specific project. The incumbent in this class will perform a variety of duties in various departments within the organization and…
Added 45 mins ago
Director, Maintenance & Facilities
Groupe Dynamite
Mont-Royal, QC
Full-time
The Director of Maintenance and Facilities leads the company's maintenance and facilities function, overseeing operations across all sites - including new international locations - from…
Added 59 mins ago
Senior Marketing Manager
British Council
Canada
Full-time
To support the Director of Marketing / Head of Marketing in the development and implementation of the country marketing strategy and plans for English and Exams (E&E), ensuring alignment…
Added 1 hour ago
Senior Lead, Environmental Data Management
Glencore Canada
Sparwood, BC
$123,000 to $145,000 CAD / year
Full-time
Reporting to the Director, Aquatic Health & Sciences, the Senior Lead, Environmental Data Management leads a cross-disciplinary team of data management specialists to ensure EVR has the…
Added 1 hour ago
Director - Global Procurement, Store Development & Facilities
lululemon
Vancouver, BC
Full-time
The Director, Facilities & Store Development Procurement supports stakeholders across key corporate, retail and design business areas in meeting their business goals and objectives. In…
Added 1 hour ago
Quality and Patient Safety Consultant
Brant Community Healthcare System
Brantford, ON
Full-time
Certification in Patient Safety or completion of a Project Management Program considered an asset
Added 1 hour ago
Contract Manager - 18 Months
Loblaw Companies Limited
Brampton, ON
Full-time
The Contract Manger will join a team reporting to the Sr. Director - Strategic Sourcing. The primary responsibility for this role is to successfully understand the business needs, draft and…
Added 2 hours ago
Responsable de la livraison – IA du quotidien
CGI
Montreal, QC
Full-time
Minimum 5 years of technical project management experience, specializing in scaling enterprise software from proof of concept to production using Agile
Added 2 hours ago
Technical Director - Principal Groundwater Modeler
WSP in Canada
Montreal, QC
Full-time
…on complex, high-impact groundwater projects. As Technical Director, Groundwater Modelling, you will be a recognized global modelling expert and senior technical leader within WSP's…
Added 2 hours ago
Technical Director - Principal Groundwater Modeler
WSP in Canada
Montreal, QC
Full-time
…on complex, high-impact groundwater projects. As Technical Director, Groundwater Modelling, you will be a recognized global modelling expert and senior technical leader within WSP's…
Added 2 hours ago
Technical Director - Principal Groundwater Modeler
WSP in Canada
Toronto, ON
Full-time
…on complex, high-impact groundwater projects. As Technical Director, Groundwater Modelling, you will be a recognized global modelling expert and senior technical leader within WSP's…
Added 2 hours ago
Director, Merchandising Optimization and Execution
RONA
Boucherville, QC
Full-time
The Director will lead a multidisciplinary team responsible for Product Line Review (PLR) project delivery, store bookings, merchandising readiness, process optimization, and selected…
Added 3 hours ago
Human Resources/Labour Relations Consultant
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
Full-time
Reporting to the Director of Human Resources, the HR/LR Consultant will provide guidance and support to managers and other Human Resources staff on employment and labour relations matters.…
Added 3 hours ago
Project Manager
Zebrano Concierge
Toronto, ON
Full-time
Household Concierge (Project Manager equivalent)
Added 3 hours ago
Manager - Diagnostic Imaging
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
Full-time
Experience in project management, procurement, budgeting, and operational planning.
Added 3 hours ago
Finance Manager
Clarity Recruitment
ON · Peel, ON
$130,000 to $145,000 CAD / year
Full-time
This is a backfill on the Commercial Finance team, reporting to the Finance Director, Commercial Finance. The role is the financial counterweight to the Canadian sales organization: it owns…

CIBC

Senior Consultant, Fee Based Solutions

Toronto, ON, Canada

Pay: The expected annualized base salary range for this role is $102,700 to $133,200.
Job type: Full-time
Apply by: Oct 12, 2026
Posting language: English
Posted: Sep 28, 2026

Apply About employer

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Original job description

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 committed to delivering excellence in relationship-based advice, service, and product solutions that meet our clients' needs - spanning self-directed investors to high net worth private wealth individuals and institutional clients.

Reporting to the Director, Fee-Based Integration, Wealth Solutions, the Senior Consultant drives adoption of fee-based solutions and the CIBC Unified Account (UA) platform across CIBC Wood Gundy branches in Western Ontario. Through regular branch visits and trusted advisor relationships, you will translate portfolio management concepts into practical workflows, influence practice evolution, and deliver measurable growth in fee-based assets.

The CIBC Unified Account (UA) platform is the next-generation portfolio management and trading system for Fee-Based Solutions at Wood Gundy - providing a single account solution that holds multiple investment sleeves and automates rebalancing and day-to-day cashflow management. You will serve as the subject matter expert for this platform in your region, accelerating its adoption through consultative engagement, change leadership, and hands-on advisor support.

This highly visible role blends analytics, consulting, and change leadership. Success is measured by sustained increases in UA and fee-based adoption, stronger head office collaboration, and actionable field feedback that improves the advisor experience and supports the ongoing evolution of the UA platform.

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.

The expected annualized base salary range for this role is $102,700 to $133,200.

The base salary is determined by a variety of factors, including the candidate’s skills, experience, and job-related knowledge, as well as geographic location and specific business needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their roles.

In addition to base pay, compensation for this role includes participation in an annual discretionary incentive or bonus program.

We are committed to providing fair, equitable, and competitive compensation opportunities for all employees and we encourage open conversations about compensation throughout the recruitment process.

How You'll Succeed

Senior Consultant: Act as a strategic partner to Wood Gundy advisory teams, leading forward-looking conversations focused on portfolio management, practice evolution, and scalability. Serve as the key UA subject matter expert for Investment Advisors, Branch Management, and internal Wealth Management partners. Build deep, trust-based relationships through consistent presence, high-quality service, and follow-through - supporting advisors from initial engagement through full implementation of fee-based solutions.
Business Development: Use consultative sales techniques to engage advisors, identify practice needs, and move them through a structured adoption process - from awareness to implementation. Proactively analyze advisors' books of business to uncover data-driven opportunities and develop strategic proposals. Build action plans with Investment Advisors to optimize business practices through increased use of the UA program and fee-based offerings. Monitor regional fee-based targets with the objective of increasing revenue, growing market share, and reducing operational costs.Change Management & Advisor Influence: Apply change management principles to guide advisors and branch leadership through transitions - building buy-in, overcoming resistance, and sustaining momentum. Use persuasion, structured communication, and tailored engagement strategies to influence behavioral change at the branch level and accelerate adoption of the UA program.
Programs and Tool Development: Collaborate with the Director, Fee-Based Integration and Wood Gundy branch leadership to develop and implement programs, tools, and best-in-class portfolio management strategies that grow fee-based assets. Partner with Practice Management, Training & Development, Head Office partners, and vendors to build advisor capability. Create and enhance resources, tools, and materials - including presentation content, Excel tools, and explanatory guides - to support advisory teams in communicating concepts and driving adoption.
UA Program Support: Promote UA best practices, reinforce benefits, and quarterback resolution of UA-related challenges by coordinating with Technology, Operations, and internal partners. Contribute to the ongoing evolution of the UA platform by sharing field themes, advisor feedback, and improvement opportunities. Support the phased regional roll-out of the UA program in close partnership with Change Management leads and the Fee-Based Solutions team. .

Who You Are

You have deep industry expertise. You bring well-developed knowledge of portfolio management and fee-based solutions as they relate to the retail brokerage business, along with 8 to 10 years of experience in the wealth management industry. Having the additional professional accreditations (CFP, CIM, CFA), is considered an asset.
You give meaning to data. You enjoy investigating complex problems and turning information into action. You bring strong analytical, business, and financial acumen - with the ability to interpret data and deliver clear, actionable recommendations.
You act like an owner. You thrive when empowered to take initiative, go above and beyond, and deliver results. You are highly organized, with the ability to plan, prioritize, and manage competing deadlines independently. You have a strong awareness of business issues, processes, and outcomes as they impact Wood Gundy and its clients. Regular travel across Western Ontario is a core requirement of this role, with frequent in-branch visits to CIBC Wood Gundy locations expected on a weekly basis
·You build trust and drive outcomes. You connect with advisors and branch leadership through respect, authenticity, and consistent follow-through. You have superior communication and presentation skills - both 1:1 and in groups - and you know how to translate complex concepts for varied audiences.
You have strong technical skills. You have advanced skills in PowerPoint, Excel, and other MS Office tools and enjoy working with data. Having formal sales training or experience with a consultative selling methodology (e.g., Challenger Sale, SPIN Selling); demonstrated ability to apply change management frameworks to influence advisor or client behaviour; and familiarity with CGI Wealth360, SS&C, and Broadridge are assets.

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

Toronto-81 Bay, 12th Floor

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Data Analysis, Leadership, Market Research, Product Analysis, Product Development, Product Management, Product Planning, Product Pricing, Strategic Objectives

Apply About employer

More about this job

Responsibilities

The Senior Consultant drives the adoption of fee-based solutions and the CIBC Unified Account platform across Wood Gundy branches in Western Ontario. This role involves building trust-based relationships with advisory teams, providing subject matter expertise, and implementing strategic practice evolution plans.

Requirements

Candidates must have 8 to 10 years of experience in the wealth management industry with deep expertise in portfolio management and fee-based solutions. Strong analytical skills, proficiency in MS Office, and the ability to travel regularly across Western Ontario are required.

Skills

Wealth management
Portfolio management
Consultative sales
Change management
Relationship management
Financial analysis
Business development
Strategic planning
Data analysis
Presentation skills
Communication
Project management
Technical proficiency
Problem solving
Leadership

Benefits

Competitive salary
Incentive pay
Banking benefits
Benefits program
Defined benefit pension plan
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers recognition program
Purpose Day

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Fee-based solutions
CIBC Unified Account
Portfolio management
Wood Gundy
Change management
Consultative sales
Business development
Practice management
Financial acumen
Data analysis
PowerPoint
Excel
CGI Wealth360
SS&C
Broadridge
CFP
CIM
CFA
Strategic partnership
Relationship-oriented banking
Institutional clients
Private wealth
Market share
Operational costs

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