Regional Vice President, Wealth

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. 

The Regional Vice President, Wealth Advisory is responsible for leading and supporting a portfolio of advisor practices within an assigned territory. Working closely with the President, CI Wealth, this role focuses on driving business growth, enhancing operation efficiency, and ensuring the overall success of financial advisor practices. The Regional Vice President acts as a strategic partner to advisors, helping them optimize performance, grow assets under management and deliver exceptional client experiences. With the VP, Practice Management, this role will be essential to developing talent and career paths for our internal advisory group.

What You Will Do:

Advisor Practice Support

• Oversee a defined territory of financial advisor practices, providing ongoing coaching and strategic guidance.
• Monitor advisor productivity and impact and alignment with the firm objectives – managing to our advisor KPI’s, ranging from client retention and growth, servicing, broadening revenue sources and the delivery of segmented, wealth planning advice
• Partner with advisors to develop business plans aligned with organizational goals.
• Support advisors in improving productivity, client acquisition and retention strategies
• Act as the primary liaison between advisors and head office functions.

Sales Growth and Business Development

• Drive revenue growth by identifying opportunities to increase asset under management and client penetration.
• Coach advisors on sales strategies, pipeline management and client engagements.
• Monitor key performance metric and implement action plans to address gaps.
• Support the Business Development team in attracting new advisors to our network.

Operations:

• Ensure advisor practices operate efficiently and in alignment with firm policies and regulatory requirements.
• Identify and implement best practices to enhance client service delivery.
• Support technology adoption and process improvements with advisor practices.

Leadership and Relationship Management

• Build strong, trusted relationships with advisors and their teams.
• Influence and motivate advisors to achieve business objectives.
• Collaborate with internal stake holders across distribution, marketing, compliance and operations.
• Attract new Financial Advisors to the program through networking and pro active outreach.

What You Will Bring:

• Bachelor’s degree (MBA or advanced designation is an asset)
• 7-10+ years of experience in wealth management, financial services or advisor facing role.
• Proven track record of driving sales growth and managing client facing teams.
• Strong understanding of financial advisor business models and practice management.
• Knowledge of regulatory and compliance frameworks within financial services.

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.   Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential.  Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI. 

A Supportive Environment for Success

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER 

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top–up program
• Paid time off for Volunteering 

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at [email protected], or call 416-364-1145 ext. 4747.