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About the Role
CIBC Private Wealth and Wood Gundy are committed to delivering excellence in relationship-based advice, service, and product solutions. This role drives adoption of fee-based solutions and the CIBC Unified Account (UA) platform across CIBC Wood Gundy branches in Western Ontario, translating portfolio management concepts into practical workflows and influencing practice evolution.
Responsibilities
- Act as a strategic partner to Wood Gundy advisory teams, leading forward-looking conversations focused on portfolio management, practice evolution, and scalability.
- Serve as the key UA subject matter expert for Investment Advisors, Branch Management, and internal Wealth Management partners.
- Build deep, trust-based relationships through consistent presence, high-quality service, and follow-through.
- Use consultative sales techniques to engage advisors, identify practice needs, and move them through a structured adoption process.
- Proactively analyze advisors' books of business to uncover data-driven opportunities and develop strategic proposals.
- Build action plans with Investment Advisors to optimize business practices through increased use of the UA program and fee-based offerings.
- Monitor regional fee-based targets with the objective of increasing revenue, growing market share, and reducing operational costs.
- Apply change management principles to guide advisors and branch leadership through transitions.
- Use persuasion, structured communication, and tailored engagement strategies to influence behavioral change at the branch level and accelerate adoption of the UA program.
- Collaborate with the Director, Fee-Based Integration and Wood Gundy branch leadership to develop and implement programs, tools, and best-in-class portfolio management strategies.
- Partner with Practice Management, Training & Development, Head Office partners, and vendors to build advisor capability.
- Create and enhance resources, tools, and materials to support advisory teams in communicating concepts and driving adoption.
- Promote UA best practices, reinforce benefits, and quarterback resolution of UA-related challenges by coordinating with Technology, Operations, and internal partners.
- Contribute to the ongoing evolution of the UA platform by sharing field themes, advisor feedback, and improvement opportunities.
- Support the phased regional roll-out of the UA program in close partnership with Change Management leads and the Fee-Based Solutions team.
Requirements
- Deep industry expertise with well-developed knowledge of portfolio management and fee-based solutions as they relate to the retail brokerage business.
- 8 to 10 years of experience in the wealth management industry.
- Formal sales training or experience with a consultative selling methodology.
- Demonstrated ability to apply change management frameworks to influence advisor or client behaviour.
- Strong analytical, business, and financial acumen.
- Ability to interpret data and deliver clear, actionable recommendations.
- Highly organized, with the ability to plan, prioritize, and manage competing deadlines independently.
- Strong awareness of business issues, processes, and outcomes as they impact Wood Gundy and its clients.
- Superior communication and presentation skills — both 1:1 and in groups.
- Advanced skills in PowerPoint, Excel, and other MS Office tools.
- Ability to travel regularly across Western Ontario, with frequent in-branch visits to CIBC Wood Gundy locations expected on a weekly basis.
Skills
- Analytical Thinking
- Data Analysis
- Leadership
- Market Research
- Product Analysis
- Product Development
- Product Management
- Product Planning
- Product Pricing
- Strategic Objectives
- Portfolio Management
- Fee-Based Solutions
- Consultative Selling
- Change Management
- Communication
- Presentation Skills
- MS Office Suite (PowerPoint, Excel)
Location
- London, Ontario
Work Type
- Regular
- Full-time
- Hybrid
Experience Level
- 8-10 years
Education Level
- Additional professional accreditations (CFP, CIM, CFA) are a plus.
Salary/Compensations
- $102,700 to $133,200
Benefits
- Incentive pay
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers recognition program
- Purpose Day (paid day off for growth and development)
About the Company
- CIBC is building a relationship-oriented bank for the modern world.
- At CIBC, team members are empowered at work, with what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
- CIBC offers a career rather than just a paycheck, with opportunities to tap into employee potential.
Equal Opportunity
- CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong.
- We seek applicants with a wide range of abilities and we provide an accessible candidate experience.
- If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com.
- We use artificial intelligence tools during the recruitment process.
- We may ask you to complete an attribute-based assessment and other skills test.