Director, Portfolio Consulting

Were building a relationship-oriented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats 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

What youll be doing

CIBC Global Asset Management (CGAM) is one of Canadas largest asset management firms with approximately $300 billion in assets under management and possess over forty-five years of experience designing and implementing client solutions. We are leaders in providing a broad range of high-quality global investment management solutions to retail and institutional clients.

Our assets include those under institutional money management for pension funds endowments and insurance funds private wealth management and those that are part of the CIBC family of mutual funds such as CIBC Mutual Funds and Renaissance Investments family of funds and the CIBC family of managed portfolio solutions such as Managed Portfolio Services (MPS) Personal Portfolio Services (PPS) Frontiers Pools Axiom Portfolios.

At CIBC our goal is to help our clients achieve what matters to them. Our philosophy is based on the CIBC values of Trust Teamwork and Accountability and we achieve results for our clients through an in-depth disciplined investing approach based on rigor and research

Reporting to the Senior Investment Strategist and working closely with the Portfolio Solutions team within Total Investment Solutions this role is responsible for leading the portfolio consulting initiative providing strategic asset allocation guidance and expertise across traditional (fixed income equities) and non-traditional (private investments and alternative investments) to CIBCs wealth channels. This leadership role ensures the delivery of tailored investment solutions to advisors and their clients aligning portfolio strategies with client objectives prevailing market conditions and the views of the investment teams within CIBC Global Asset Management.

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.

The expected annualized base salary range for this $160000 to $200000.

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 role includes participation in an annual discretionary incentive or bonus program.

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

How youll succeed

• Act as one of GAMs principal client-facing portfolio consulting representatives to Private Wealth Management and other distribution channels to help drive commercial growth.Working within the Total Investment Solutions teams portfolio construction process develop and implement consulting frameworks and methodologies for portfolio construction and asset allocation to achieve practical diversification and return potential. Lead the design of bespoke portfolios tailored to client objectives risk tolerances time horizons liquidity needs and organizational risk/regulatory constraints. Develop and refine model portfolios and strategic asset allocation frameworks for different client segments based on a collaborative approach with Total Investment Solutions processes. Work with internal partners to build the portfolio consulting framework including data source and management data interface risk analytics stress-testing and client reporting. Ensure portfolios are constructed with appropriate risk-return profiles considering factors such as volatility drawdown risk liquidity and concentration.

• Lead the development of customized investment solutions and portfolio reviews for clients. Collaborate with the senior investment strategist to help monitor market trends macroeconomic indicators and regulatory developments to inform investment recommendations. Serve as the primary point of contact for key advisor clients including one-on-one consultations industry events & conferences digital platforms webinars and video calls and creating thought leadership content.

• Relationship building - Build and maintain strong client relationships ensuring a deep understanding of client needs that align with client objectives and market conditions. Support client acquisition and retention through thought leadership and innovative consulting services to help drive AUM growth. Foster a culture of continuous learning collaboration and excellence within the team. Collaborate with the senior investment strategist and senior management to align consulting strategies with overall business objectives. Contribute to the GAM brand story through the Marketing & Communications Team.

Who you are

• You have an undergraduate degree; a graduate degree in business finance and/or economics is desired. CFA and/or CIM designations required. Designation by OSC as an Advising Representative is required.

• You can demonstrate your experience. 10 years of experience as a senior externally-facing investment professional. Significant experience in portfolio consulting with a proven track record of success.A deep and holistic understanding of portfolio construction client engagement and commercialization of product strategy with extensive experience across a range of asset classes. A high impact well-respected and well-recognized portfolio strategist and a robust network with both investment advisors and institutions. Risk aware - sound awareness of risk and impact on business and makes informed risk-aware decisions. Understand all relevant CIBC policies Mutual Fund Sales Practices and relevant regulatory legislation. Ability to understand conceptualize and implement business processes to ensure successful achievement of accountabilities. Ability to thrive in a fast-paced dynamic environment while managing multiple priorities.

• You are motivated by collective success. You work collaboratively with all of the members of GAM to ensure that our firm can distinguish itself through the provision of distinctive world-class investor solutions service and communication. You will conduct yourself as a partner to the all professionals of GAM and seek to contribute to the overall business as well as to your functional responsibilities. You will embrace a continuous improvement approach to the business and proactively seek improvements in both your particular market as well as across the entire business. You will be cooperating and collaborating with a variety of colleagues across the firm and enterprise. Established relationships with financial advisors and institutional investors considered an asset.

• Youre goal oriented. You are willing to accept hands on work required given the comparatively flat nature of the organization. You will continually strive for best-in-class performance standards and instill these high standards within your day-to-day work. You will exude integrity embrace a fiduciary culture and act in the best interests of investors who have chosen CAM as a steward of their investments. You will conduct business in accordance with the highest standards of legal and ethical conduct.

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

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

What you need to know

• 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

• CIBC is committed to clarity in our hiring process. All roles posted are opportunities were actively recruiting for unless stated otherwise.

• You need to be legally eligible to work at the location(s) specified above and where applicable must have a valid work or study permit.

• We may ask you to complete an attribute-based assessment and other skills test (such as simulation coding French proficiency).

• We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you all that you have to offer and give you the opportunity to learn more about us.

Job Location

Employment Type

Weekly Hours

Skills