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Posted: 10/9/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in portfolio management and fee-based solutions, with a strong ability to analyze data and develop strategic proposals that drive adoption and optimize business practices. Proficient in change management and skilled in delivering impactful presentations and resources to support advisors.
Highest-signal resume keywords
Portfolio ManagementFee-Based SolutionsChange ManagementAnalytical SkillsConsultative Selling
About the role
Key responsibilities & impact- Drive adoption of fee-based solutions and the CIBC Unified Account platform across CIBC Wood Gundy branches in Western Ontario
- Translate portfolio management concepts into practical workflows and influence practice evolution
- Serve as the regional subject matter expert for the CIBC Unified Account platform
- Support advisors from initial engagement through full implementation of fee-based solutions
- Engage advisors, identify practice needs, and guide them through a structured adoption process
- Analyze advisors' books of business to identify data-driven opportunities and develop strategic proposals
- Build action plans with Investment Advisors to optimize business practices and increase use of UA and fee-based offerings
- Monitor regional fee-based targets to increase revenue, grow market share, and reduce operational costs
- Guide advisors and branch leadership through transitions using change management principles
- Develop and implement programs, tools, and portfolio management strategies that grow fee-based assets
- Create presentation content, Excel tools, explanatory guides, and other advisor resources
- Coordinate resolution of UA-related challenges with Technology, Operations, and internal partners
- Share field themes, advisor feedback, and improvement opportunities to support UA platform evolution
- Support the phased regional rollout of the UA program
Requirements
What you’ll need- 8 to 10 years of experience in the wealth management industry
- Deep knowledge of portfolio management and fee-based solutions in the retail brokerage business
- Formal sales training or experience with a consultative selling methodology, such as Challenger Sale or SPIN Selling
- 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
- Additional professional accreditations such as CFP, CIM, or CFA
- Familiarity with CGI Wealth360, SS&C, and Broadridge
- Highly organized with the ability to plan, prioritize, and manage competing deadlines independently
- Strong awareness of business issues, processes, and outcomes impacting Wood Gundy and its clients
- Regular travel across Western Ontario and frequent weekly in-branch visits are required
- Superior communication and presentation skills
- Advanced skills in PowerPoint, Excel, and other MS Office tools
- Legally eligible to work at the specified location(s), with a valid work or study permit where applicable
Benefits
Comp & perks- Annual discretionary incentive or bonus program
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers social, points-based recognition program
- Paid Purpose Day for growth and development
- Career growth and development opportunities
- Accessible candidate experience and accommodation support
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisStrategic Proposal DevelopmentBusiness AcumenFinancial AcumenPresentation SkillsProject ManagementWorkflow OptimizationSales Methodology
Soft Skills
Organizational SkillsCommunication SkillsInfluencing Skills
Tools & Technologies
CGI Wealth360SS&CBroadridgeMS OfficePowerPointExcel
Certifications & Qualifications
CFPCIMCFA
Industry Keywords
Wealth ManagementRetail BrokerageFee-Based AssetsAdvisor EngagementMarket Share Growth