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The Senior Consultant will lead strategic initiatives in contact centers, focusing on service design, omnichannel capabilities, operations, and financial modeling while ensuring alignment with organizational goals.

Build and grow a client portfolio through relationship management, financial advice, and exceptional service. Provide needs-based solutions across banking, investments, lending, and estate planning. Drive business development, community outreach, and brand awareness while leveraging CIBC products to generate referrals and meet sales goals.

As a Financial Planning Advisor, you will work with high net worth clients to create integrated wealth management strategies involving investments, estate, tax, and retirement planning.

Provide administrative support to a Wood Gundy Investment Advisor team, maintain compliance and client files, assist with marketing and business development, engage clients, attend local events, and improve team productivity to help direct client assets into suitable financial products.

Serve clients in a branch banking centre by building relationships, assessing financial goals, recommending appropriate banking, credit and investment solutions, promoting digital tools, and supporting community outreach to drive sales and deepen client relationships. Work on-site, flexible hours, and across nearby branches.

As a Financial Planning Consultant, you will provide expert wealth management solutions, work with high-net-worth clients, analyze their needs, and prepare comprehensive financial plans.

Manage and grow Wood Gundy client portfolios through relationship management, investment advice, business development, marketing, and proactive client service. Create investment plans and proposals, analyze trends, present to clients, and deploy assets into suitable financial products.

Lead credit analysis, structure and prepare financing proposals, assist with credit memo preparation, negotiate terms, review legal documentation, close transactions, and manage a portfolio of senior and subordinated loans while building client and sponsor relationships.

As Senior Director, you will oversee pension and insurance risk, provide independent risk oversight, drive risk modeling, and develop governance practices while leading a team and collaborating across various departments.

As a Financial Advisor, you'll manage client relationships, provide tailored financial advice, and develop business opportunities in the banking sector.