Senior Consultant, Fee Based Solutions

Senior Consultant, Fee-Based Integration responsible for shaping and executing the strategy for fee-based solutions across the Atlantic region. Act as a subject matter expert for portfolio management and the CIBC Unified Account platform, supporting advisor adoption, disciplined portfolio construction, and scalable analysis. Build programs, tools, analytical frameworks, and reporting to inform senior leadership; collaborate with Wood Gundy advisory teams, branch leadership, and Wealth Management partners to drive adoption and client outcomes. Demonstrates strong data storytelling, reporting, and presentation skills to influence leadership decisions; proficiency with PowerPoint, Power BI, Excel, and MS Office; familiarity with CGI Wealth360, SS&C, and Broadridge is an asset. 8–10 years in wealth management with deep tactical expertise in retail brokerage; accreditation such as CFP, CIM, CFA is a plus. Details on work arrangement to be discussed at interview. All roles posted are actively recruiting for Halifax, with on-site and remote-work options discussed during the interview process.