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.
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Vacancy posted more than 2 months ago
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