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Added 1 day ago
LI
Project Manager/Leader
Lotus IT Solutions
Toronto, ON · North York, ON
- Contract
…and Business Service Delivery and Procurement) is seeking a Senior Project Manager/Leader to lead large-scale, complex, and high-profile OPS I&IT initiatives. The successful consultant will…
Added 2 days ago
S+
Mechanical Project Manager
Smith + Andersen
Toronto, ON
- Full-time
…offices in five provinces, the firm delivers comprehensive solutions…
Added 2 days ago
TS
Senior Architect Office Lead, Relocation to BC
TalentSphere Staffing Solutions
Calgary, AB
- Full-time
As part of their continued growth, they are seeking an experienced Senior Architect from Alberta who is open to relocating to Kamloops, BC, to take on a key leadership role within their…
Added 3 days ago
TS
Senior Architect, Office Lead
TalentSphere Staffing Solutions
Kamloops, BC
- Full-time
Salary: Competitive, Based on Experience + Benefits
Added 3 days ago
S+
Mechanical Project Manager (BAIG)
Smith + Andersen
Toronto, ON
- Full-time
…offices in five provinces, the firm delivers comprehensive solutions…
Added 4 days ago
C
Senior Consultant, Fee Based Solutions
CIBC
Burlington, ON · London, ON
- Full-time
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…
Added 4 days ago
UO
Manager, Financial Operations & Analysis
University of Waterloo
Waterloo, ON
- Full-time
In conjunction with the department’s senior management team, prepares and submits the annual Campus Housing operating budget to UW Finance, and the proposed residence fee increase for…
Added 4 days ago
T&
Senior Project Manager (Fixed-Term)
Turner & Townsend
Toronto, ON
- Full-time
Our capabilities include programme, project, cost, asset and commercial management, controls and performance, procurement and supply chain, net zero and digital solutions.
Added 4 days ago
T&
Cost Consulting Manager - Retail (Enterprise)
Turner & Townsend
Toronto, ON
- Full-time
Assisting Senior Consultant / Associate Director in developing new business opportunities with existing and new Turner & Townsend clients
Added 4 days ago
MC
Technical Consultant III (35732)
Myticas Consulting
Toronto, ON
- Full-time
Technical Consultant III (Software Engineer, Senior/Lead)
Added 4 days ago
ZA
Intermediate Architectural Designer
Zeidler Architecture
Toronto, ON
- $70,000 to $120,000 CAD / year
- Full-time
…construction administration. Working under the supervision of senior staff or the Partner in Charge, this role contributes to design excellence, technical quality, and effective project…
Added 4 days ago
B
Director Insurance - Digital Strategy & Delivery
BMO
Toronto, ON · YNG
- Full-time
The Director Insurance - Digital Strategy & Delivery is a senior insurance transformation leader accountable for enterprise insurance strategy execution, fiscal planning, and modernization…
Added 5 days ago
T&
Senior Project Manager (Fixed-Term)
Turner & Townsend
Toronto, ON
- Full-time
Our capabilities include programme, project, cost, asset and commercial management, controls and performance, procurement and supply chain, net zero and digital solutions.
Added 5 days ago
T&
Cost Consulting Manager - Retail (Enterprise)
Turner & Townsend
Toronto, ON
- Full-time
Assisting Senior Consultant / Associate Director in developing new business opportunities with existing and new Turner & Townsend clients
Added 8 days ago
B
Wealth & Tax Planning Consultant, Private Wealth (Mandarin/Cantonese)
BMO
Markham, ON · UPMA
- Full-time
…other planning specialists to deliver comprehensive planning solutions encompassing tax, financial, retirement, estate, succession, philanthropic and trust planning strategies. Supports the…
Added 8 days ago
B
Wealth Planning Consultant/Senior Wealth Planning Consultant
BMO
Ottawa, ON · CARL
- Full-time
Leads/facilitates goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge…
Added 8 days ago
KA
Senior Architectural Technologist
Kasian Architecture Interior Design and Planning
Toronto, ON
- Full-time
…250+ Kasian team members to deliver innovative, unique design solutions across multiple market sectors: commercial, workplace, healthcare, senior living, industrial, transportation,…
Added 9 days ago
MC
Technical Consultant III (35732)
Myticas Consulting
Toronto, ON
- Full-time
Technical Consultant III (Software Engineer, Senior/Lead)
Added 9 days ago
T&
Senior Consultant - Contracting & Procurement
Turner & Townsend
Calgary, AB
- Full-time
Reporting to the Procurement Manager, the Senior Consultant, Contracting & Procurement is responsible for managing the contracting and procurement activities required to support industrial…
Added 9 days ago
T&
Senior Consultant - Contracting & Procurement
Turner & Townsend
Calgary, AB
- Full-time
Reporting to the Procurement Manager, the Senior Consultant, Contracting & Procurement is responsible for managing the contracting and procurement activities required to support industrial…
Added 9 days ago
AI
Project Manager - Architecture
Architecture49 Inc.
Halifax, NS
- Full-time
Manage a team in producing architectural design solutions and construction drawings
Added 10 days ago
T&
Assistant Project Manager - Retail & Workplace Projects
Turner & Townsend
Vancouver, BC · Toronto, Canada
- Full-time
Our capabilities include program, project, cost, asset and commercial management, controls and performance, procurement and supply chain, net zero and digital solutions.
Added 10 days ago
T&
Assistant Project Manager - Retail & Workplace Projects
Turner & Townsend
Toronto, ON
- Full-time
Our capabilities include program, project, cost, asset and commercial management, controls and performance, procurement and supply chain, net zero and digital solutions.
Added 10 days ago
T&
Assistant Project Manager - Retail & Workplace Projects
Turner & Townsend
Vancouver, BC
- $80,000 to $110,000 CAD / year
- Full-time
Our capabilities include program, project, cost, asset and commercial management, controls and performance, procurement and supply chain, net zero and digital solutions.
Added 10 days ago
T&
Assistant Project Manager - Retail & Workplace Projects
Turner & Townsend
Toronto, ON
- $80,000 to $110,000 CAD / year
- Full-time
Our capabilities include program, project, cost, asset and commercial management, controls and performance, procurement and supply chain, net zero and digital solutions.

CIBC

Senior Consultant, Fee Based Solutions

Burlington, ON, Canada
London, 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: Nov 3, 2026
Posting language: English
Posted: Oct 21, 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. 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.
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. Additional professional accreditations (CFP, CIM, CFA); and familiarity with CGI Wealth360, SS&C, and Broadridge.
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
You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.

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

London-255 Queens Ave. #2100

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 branches by providing expert guidance and strategic support to advisory teams. This role involves analyzing advisor books of business, leading change management initiatives, and collaborating with internal partners to deliver measurable growth in fee-based assets.

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, consultative sales experience, and professional accreditations such as CFP, CIM, or CFA are required.

Skills

Portfolio management
Fee-based solutions
Wealth management
Consultative sales
Change management
Strategic planning
Data analysis
Financial acumen
Relationship management
Presentation skills
Business development
Technical proficiency
Project management
Analytical thinking
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
Unified Account platform
Portfolio management
Consultative selling
Change management
Business development
Financial acumen
CGI Wealth360
SS&C
Broadridge
CFP
CIM
CFA
PowerPoint
Excel
Practice management
Investment advisory
Strategic planning
Data-driven insights
Relationship management
Retail brokerage
Operational efficiency
Market share growth
Technical support

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