Found Description
Join CIBC as a Consultant specializing in Fee-Based Solutions in Halifax. Leverage your profound knowledge of wealth management to enhance advisor performance and client relationships.
In the role of Senior Consultant, you will implement fee-based strategies across the Atlantic region and support financial advisors in optimizing portfolio management practices. Your 8-10 years of experience in the wealth management sector will enable you to influence leadership decisions through analytical reporting and program development. Engage with diverse teams to promote successful adoption of the CIBC Unified Account platform while addressing the distinctive needs of clients.
Key Responsibilities:
• Act as a subject-matter expert for advisory teams
• Strengthen portfolio construction and implementation outcomes
• Contribute to development of reporting and tools
• Support understanding of the CIBC Unified Account
• Collaborate with various teams to drive solutions
Requireme...
In the role of Senior Consultant, you will implement fee-based strategies across the Atlantic region and support financial advisors in optimizing portfolio management practices. Your 8-10 years of experience in the wealth management sector will enable you to influence leadership decisions through analytical reporting and program development. Engage with diverse teams to promote successful adoption of the CIBC Unified Account platform while addressing the distinctive needs of clients.
Key Responsibilities:
• Act as a subject-matter expert for advisory teams
• Strengthen portfolio construction and implementation outcomes
• Contribute to development of reporting and tools
• Support understanding of the CIBC Unified Account
• Collaborate with various teams to drive solutions
Requireme...