Associate, Fee Based Solutions

7 months ago

Toronto, Canada CIBC Full time

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit
- At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview._

How You'll Succeed
- Business Development. Uncover and identify opportunities to improve the client experience and business effectiveness in Fee Based Solutions and the Unified Account initiative through analytical review of current procedures and functions. Assist Product and Senior Product Managers in data analysis, development of project plans and executing program wide initiatives in areas such as investment management, investment strategy launches, trading and operations, reporting, training and marketing. Lead and coordinate internal website updates to provide accurate and dependable value-added product information, and alignment with firm and regulatory requirements. The role also supports the Executive Director by building presentations and business cases to support strategic initiatives linked to organizational goals.
- Relationship Management. Act as a valuable product resource for Product Managers, Investment Advisors, Branch Administrators, Sales Assistants, Call Centers, Technology, Marketing and Operations. Collaborate with team members in the creation of new client or Advisor facing marketing pieces to ensure inclusion of important product information and are updated in a timely manner. Assist in ensuring all product changes related to projects or regulatory requirements are implemented immediately and changes are communicated to stakeholders
- Operational Support. Act as primary point of contact, and participate in the day to day management of the Fee Based Solutions Mailboxes, effectively and efficiently resolving and/or re-routing queries and requests received from Wood Gundy branches. Assist in developing, maintaining and providing Quality Assurance for Fee Based Solution advisor, and client tax and performance reporting documents. Evaluate, document and extend approvals, where warranted, to Wood Gundy advisors seeking pricing or minimum investment exceptions within the Fee Based Solutions. 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 experience in financial services working and/or knowledge of the Canadian wealth management industry (3+ 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.
- 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're 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 can plan, prioritize and organize work effectively, to meet deadlines, while managing competing priorities.
- You give meaning to data. You enjoy investigating problems, and making sense of information. You synthesize information quickly and accurately. You're 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.
- Values matter to you. You bring your real self to work and you live our values - trust, teamwork and accountability. You build and maintain effective working relationships with internal groups, other business units and internal partners within CIBC.

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 cu

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