This role serves as a strategic partner to Wood Gundy advisory teams to shape the direction of fee-based solutions across the Prairies
Job Summary
This role serves as a strategic partner to Wood Gundy advisory teams to shape the direction of fee-based solutions across the Prairies.
Success is measured by sustained increases in Unified Account adoption, stronger collaboration between departments, and actionable field feedback.
CIBC offers a competitive salary, incentive pay, defined benefit pension plan, and a culture that supports personal growth through initiatives like Purpose Day.
Matching Summary
This role serves as a strategic partner to Wood Gundy advisory teams to shape the direction of fee-based solutions across the Prairies.
Salary
Competitive salary; Incentive pay included; Benefits program and pension plan offered
Skills & Requirements
Must-have
8 to 10 years wealth management experience
Portfolio management subject matter expertise
Fee-based solutions knowledge
Data analysis and business acumen
Strong communication and presentation skills
Nice-to-have
CFP, CIM, or CFA accreditation
Familiarity with CGI Wealth360 or SS&C
Experience with Unified Account platform
High degree of travel within Prairies
Advanced Excel and PowerPoint skills
Key Requirements
8-10 years industry experience
Knowledge of retail brokerage portfolio management