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Regional Vice President at CI Financial

CI Investments Inc.

Become a leader at CI Financial as the Regional Vice President, Wealth Advisory. This role is key for those passionate about driving growth and supporting financial advisors within a dynamic framework. You will lead a portfolio of advisor practices, working alongside the President, CI Wealth, to drive impactful growth and efficient operations. Focusing on enhancing advisor performance and client engagement, you will help create a strong advisor network and promote best practices across the organization. Key Responsibilities: • Provide ongoing coaching and strategic guidance to advisors • Manage advisor KPI’s including retention and growth • Collaborate on business plan development and implementation • Drive revenue growth and coach on sales strategies • Implement process improvements and technology adoption Requirements: • Bachelor’s degree; MBA or equivalent preferred • 7-10+ years in wealth management experience • Track record in sales growth and leadership • Solid understanding of advisor business models • Knowledgeable in compliance and regulatory standards Advance your career by supporting financial advisors and enhancing growth as CI Financial's Regional Vice President. #J-18808-Ljbffr

Vacancy posted more than 2 months ago

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