The Fee-Based Solutions team promotes disciplined portfolio management across discretionary and non-discretionary advisory models, enabling advisors to enhance client outcomes through scalable and customized portfolio construction.

By advancing fee-based solutions and disciplined portfolio management, we empower advisors to deliver unbiased, client-focused advice aligned with long-term objectives. This commitment reinforces transparency, strengthens client satisfaction, and builds lasting advisory relationships.

As a Consultant on the centralized team, you will support Wood Gundy advisors in growing their practices through scalable portfolio management and running the day to day business ofFee-Based Solutions. Responsibilities include advisor book reviews, practice optimization, pricing support, launching new strategies, and serving as the main contact for fee-based inquiries. You will collaborate with senior Fee-Based Solutions team members to identify and implement strategic initiatives that enhance the Fee-Based Solutions programs and Unified Account platform for advisors and clients.

At CIBC we enable the work environment most optimal for you to thrive in your role. Youll havethe flexibility to manage your workactivities within a hybrid workarrangement where youll spend2-3 days per week on-site, whileother days will be remote.

The expected annualized base salary range for this role is $75,870 to $85,000.

The base salary is determined by a variety of factors, including the candidates skills, experience, and job-related knowledge, as well as geographic location and specific business needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their roles.

In addition to base pay, compensation for this roleincludes participation in an annual discretionary incentive orbonus program.

We are committed to providing fair, equitable, and competitive compensation opportunities for all employees and we encourage open conversations about compensation throughout the recruitment process.

How Youll Succeed

• Business Development - Uncover and identify opportunities to improve the client and Advisor experience and business effectiveness across the Fee Based Solutions and the Unified Account initiative. Provide critical Advisor practice reviews in support of transitioning into fee based solutions and leveraging scalable portfolio management practices including Discretionary and Unified Accounts. Assist in developing project plans and executing program wide initiatives in areas such as investment management, investment strategy and account type launches, trading and operations, reporting, taxation and marketing. Coordinate project planning across cross functional teams to ensure smooth execution of initiatives (stakeholder partners include Compliance, Legal, Operations, Marketing, Investment Management Research, Sales Specialists, etc.). Become a go to resource for Senior Management in the creation of presentations to support strategic initiatives, management committees such as Discretionary Intakes or training sessions.

• Relationship Management - Serve as subject matter expert for inquiries from internal and external stakeholders (e.g. Advisors, Operations, Sales, Marketing) on Advisory, Discretionary and Unified Accounts. Assist in the on-going management of sub-advisory relationships. Solicit and collect feedback from Wood Gundy Advisors to identify opportunities for improvements (efficiencies, Advisor/client experience). Manage vendor relationships and activities in areas including proxy voting, class action settlement and litigation, as well as performance/tax reporting, and client/advisor complaints relating to the administration, and account maintenance of Fee Based Solution accounts.

• Operational Support - Review current process and procedures for opportunities to optimize, rationalize or transform. Develop, maintain and advisor and client facing documents such as tax, factsheet and performance reporting documents in conjunction with cross-functional teams. Understand regulatory risks and requirements to prepare and validate data relating to fee-based audits. Participate in the management of the Fee Based Solution Mailbox(es), effectively and efficiently resolving and re-routing queries and requests received from Wood Gundy branches. Provide monthly support to Fee Billing and Client Reporting teams, and handle escalations as they arise. Assist in transitioning the Fee Based Solutions onto the Unified Account program through analysis of pricing, Advisor activities and reviews of current processes for potential improvements.

Who You Are

• You can demonstrate experienceinfinancial services working within a brokerage platform and/or knowledge of the wealth management industry (5+ years). You ideally have knowledge of Fee-Based Solutions such as Separately Managed Accounts, Advisor Managed Discretionary programs, Non-Discretionary programs and/ or Unified Account programs. It is an asset if the experience is with CIBCs offering.

• You put our clients first.You have a strong commitment to client service and the ability to communicate effectively and efficiently to advisors and associates as well as a variety of internal/external stakeholders

• You give meaning to data.You enjoy investigating problems, and making sense of information. You synthesize information quickly and accurately. Youre confident in your ability to communicate detailed information in an impactful way. You leverage your problem solving skills to creatively develop new approaches and solutions necessary to resolve financial problems.

• Youre driven by collective success. You know that collaboration can transform a good idea into a great one. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life. You have demonstrated project management experience; you can plan, prioritize and organize work effectively, to meet deadlines, while managing competing priorities.

• Strong technical knowledgeYou are an expert in MS Office tools, advanced knowledge of Excel, VBA Macros, PowerPoint are mandatory. Experience with Power BI, Tableau and Alteryx would be an asset. The ability to leverage Artificial Intelligence applications such as ChatGPT, Gemini or Claude would be vital. MyClient, Broadridge, MPower, FBS, CGI Wealth 360, or have previous experience with other wealth management platforms and industry applications would be a differentiator.

• Values matter to you.You bring your real self to work and you live our values 6 trust, teamwork and accountability.

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What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

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