Fee-Based Integration Consultant at CIBC

Shape and support fee-based strategies as a Senior Consultant at CIBC in Halifax, Nova Scotia. You'll work closely with financial advisors to enhance scalable portfolio solutions. This prominent role focuses on developing and executing fee-based solutions across the Atlantic region.

As a subject-matter expert, you will provide insights into the CIBC Unified Account platform while conducting impactful analytics and reporting. Building essential partnerships with advisory teams will help elevate the client experience and promote successful adoption of services. Key Responsibilities: • Lead the directional strategy for fee-based solutions • Support advisors with portfolio management practices • Create analytical frameworks and tools • Share knowledge about CIBC Unified Account benefits • Collaborate with Wealth Management and branch teams Requirements: • 8-10 years in wealth management industry • In-depth knowledge of portfolio solutions • Mastery of MS Office, especially Power BI • Strong translation of data into actions • Additional credentials like CFA or CFP are advantageous Utilize your wealth management experience to enhance client outcomes and solutions for CIBC in Halifax. #J-18808-Ljbffr