CIBC Senior Consultant in Halifax

Elevate your career with CIBC as a Senior Consultant in Fee Based Solutions in Halifax. This full-time role is focused on enhancing client relationships through expert portfolio management and strategic execution.
CIBC is seeking a Senior Consultant to shape fee-based solutions across the Atlantic region. With 8 to 10 years of experience in wealth management, you'll support advisors in portfolio management and adoption of CIBC's Unified Account platform. This role blends analytics, consulting, and collaboration, making it essential for enhancing the advisor experience and driving business development.
Key Responsibilities:
• Lead strategic execution of fee-based solutions
• Support advisor portfolio management practices
• Develop programs and reporting tools for leadership
• Communicate the value of the CIBC Unified Account
• Foster partnerships with advisory and branch teams
Requirements:
• 8 to 10 years in wealth management
• Strong knowledge of fee-base...