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Added 6 hours ago
IW
Product Specialist, Investment Products - Winnipeg, Toronto
IG Wealth Management
MB · Manitoba, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 12 hours ago
Head of Talent Acquisition
Visier Solutions Inc
Vancouver, BC
Strategic Hiring Partner Enablement: Transform the TA function into a strategic advisor, coaching and enabling hiring managers to effectively identify, assess, and hire great talent.
Added 12 hours ago
Senior Lending Advisor - Cochrane, AB
Scotiabank
Cochrane, AB
As a Senior Lending Advisor, you’ll help clients achieve their homeownership goals by delivering expert mortgage advice, strengthening relationships, and driving lending growth.
Added 13 hours ago
K
Senior Consultant, Financial Services-Insurance & Wealth & Asset Management
KPMG
ON · Toronto, Ontario
- Full-time
KPMG’s Management Consulting practice is growing its Strategy & Operations team focused on insurance and wealth management. We are looking for Senior Consultants who want to help leading…
Added 13 hours ago
T
Counsel, M&A
TD
Toronto, ON
- Full-time
· Provides strategic legal advice to senior executives and boards
Added 14 hours ago
IW
Director HR Business Partner
IG Wealth Management
ON · Ontario, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 14 hours ago
IW
Senior Manager, Living Plan Portal - Canada
IG Wealth Management
Quebec, QC
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 14 hours ago
IW
Senior Manager, Living Plan Portal - Canada
IG Wealth Management
MB · Manitoba, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 14 hours ago
IW
Senior Manager, Living Plan Portal - Canada
IG Wealth Management
ON · Ontario, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 14 hours ago
SL
AVP, Strategic Programs, Innovation, Insights and Regulatory Operations
Sun Life
Toronto, ON · Waterloo, ON · Montreal, QC · Sun Life Toronto One York
- Full-time
…The role balances regulatory defensibility, operational risk, advisor and client experience, efficiency, capacity and responsible use of digital, automation, analytics, AI and emerging…
Added 14 hours ago
SL
AVP Dealer Transformation
Sun Life
Toronto, ON · Waterloo, ON · Montreal, QC · Sun Life Toronto One York
- Full-time
Senior leadership experience in wealth management, financial services, consulting, or business transformation.
Added 15 hours ago
C
Sr. Financial Advisor - CIRO-ID (Urban)
CIBC
Burnaby, BC · Vancouver, BC · Richmond, BC
- Full-time
…grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the…
Added 15 hours ago
HI
Project Manager, Private Equity and M&A Advisory
HUB International
Calgary, AB
- Full-time
…risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout…
Added 15 hours ago
MC
Principal Banking Cloud Architect | Client Partner | Technology Consulting (35568)
Myticas Consulting
Toronto, ON
- Full-time
…strong client relationship skills. You will serve as a trusted advisor to senior banking executives, helping shape technology strategy while expanding long-term client…
Added 16 hours ago
SL
Senior Data Analyst
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
Reporting to the Manager of RA&S Marketing Analytics, the Senior Data Analyst, you will play a key role in this transformation. You will lead analytics from business-question definition…
Added 16 hours ago
Senior Regional Insurance Manager, Omni Channel Distribution
Scotiabank
Toronto, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 16 hours ago
Senior Financial Advisor - West Vancouver Branch - West Vancouver, BC
Scotiabank
West Vancouver, BC · Vancouver, BC
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 16 hours ago
Senior Regional Insurance Manager, HFA and SMA, Vancouver
Scotiabank
Vancouver, BC
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 17 hours ago
Senior Regional Insurance Manager, HFA - SMA, Ottawa (English/French)
Scotiabank
Ottawa, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 18 hours ago
B
Associate Director, Deposits
BMO
Toronto, ON · FCP
- Full-time
Working closely with senior leaders and key stakeholders across Private Wealth, the Associate Director serves as a trusted advisor, providing business insights, strategic recommendations,…
Added 19 hours ago
MF
Director HR Business Partner
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 20 hours ago
EB
Director, Product Marketing, Reverse Mortgage
EQ Bank | Canada's Challenger Bank
Toronto, ON
- Full-time
Added 20 hours ago
M
Advisor Onboarding Associate
Manulife
Toronto, ON · Burlington, ON
- Full-time
The Advisor Onboarding and Transition professional supports advisors as they transition their books of business to Manulife Wealth Inc. and other wealth lines of business. This role…
Added 22 hours ago
B
Senior Manager, Journey Enablement, Acquire and One Client
BMO
Toronto, ON · BMOPLACE
- Full-time
Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives.
Added 23 hours ago
Associate Vice President, Operations
Richardson Wealth Ltd
Toronto, ON
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are…

CIBC

Senior Consultant, Fee Based Solutions

Toronto, ON, Canada

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

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Job details

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

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

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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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