Vice President, Practice Management

Chez CI, nous considérons qu’un excellent lieu de travail est un endroit sécuritaire où chacun peut s’exprimer, où les employés ont la possibilité de s’investir dans un travail valorisant, où ils ont l’occasion de se dépasser pour progresser, où ils peuvent travailler sur des produits et des projets innovants, et où ils sont soutenus et encouragés dans leurs efforts.
The Vice President, Practice Management is a senior leadership role responsible for establishing and executing the national strategy for advisor productivity, practice management, and growth across the Wealth Advisory Group.
This role serves as a key member of the leadership team and is accountable for accelerating advisor success through scalable practice management frameworks, business development initiatives, and advisor coaching strategies. This role will build the training and support framework to develop and attract advisors, deliver a leading client experience that is consistent, repeatable and powered where possible by common tools, technology and training.
Working closely with Regional Leaders, Business Development leaders, Operations, Compliance, Marketing, and Technology teams, the Vice President will drive advisor recruitment success, increase advisor productivity, improve client experience, and support the long‑term growth of the advisor business.
The successful candidate combines deep wealth management expertise, strong commercial acumen, and proven leadership capabilities with the ability to influence advisors and senior stakeholders across multiple regions.
What You Will DoStrategic Leadership
Develop and execute a national advisor practice management strategy aligned with the firm's growth objectives.
Serve as a strategic advisor to senior leadership on advisor experience, advisor productivity, recruiting effectiveness, and business growth opportunities.
Establish long‑term priorities, success metrics, and operating plans to support advisor acquisition, integration, retention, and practice growth.
Lead initiatives that enhance advisor engagement and client experience across the network.
Practice Management & Advisor Growth
Build and lead a comprehensive practice management platform focused on advisor growth, client acquisition, practice optimization, succession planning, and operational excellence.
Establish best practices across business planning, client segmentation, service models, workflow management, and advisor operating models.
Develop scalable coaching programs that support business development, advisor effectiveness, productivity, and profitability.
Identify opportunities to increase advisor adoption of practice management tools, technology solutions, and growth programs.
Drive initiatives that enhance advisor performance and strengthen competitive differentiation in the marketplace.
Advisor Productivity & Performance
Support establishment of key performance indicators and benchmarks for advisor success.
Partner with RVP’s to identify performance gaps and implement targeted growth and improvement plans.
Analyze advisor productivity trends and develop strategies that support business growth, asset gathering, and client retention.
Support advisors in maximizing practice value and delivering exceptional client experiences.
Leadership & Cross-Functional Collaboration
Lead, mentor, and develop a high‑performing team focused on practice management excellence.
Work closely with Compliance, Operations, Technology, Marketing, and Product teams to ensure seamless advisor support and execution.
Champion technology adoption and digital enablement initiatives that improve advisor and client experiences.
Influence organizational priorities and advocate for advisor needs across the enterprise.
Business Development & Advisor Recruitment Support
Partner with business development leaders to attract high-quality advisors and advisor teams to the organization.
Participate in strategic recruitment efforts by communicating the firm's advisor value proposition, onboarding capabilities, and practice management offerings.
Support advisor transition planning and integration strategies that maximize recruiting success and retention outcomes.
What You Will Bring
Bachelor's degree in Business, Finance, Commerce, or a related field.
MBA, CFA, CFP, CIM, or other advanced professional designation is considered an asset.
12-15+ years of progressive leadership experience within wealth management, financial services, or advisor support organizations.
Significant experience leading advisor onboarding, practice management, business consulting, sales enablement, or advisor growth initiatives.
Deep understanding of advisor business models, wealth management operations, and practice management methodologies.
Proven success developing and executing large-scale strategic initiatives that drive measurable business outcomes.
Strong understanding of regulatory, compliance, and operational frameworks within the Canadian wealth management industry.
Demonstrated ability to influence senior leaders, build stakeholder relationships, and drive organizational change.
Demonstrated coaching experience with the ability to translate coaching efforts to operational impact.
Exceptional leadership, communication, coaching, and presentation skills.
Strong analytical and commercial mindset with the ability to leverage data to drive decision‑making and results.
Financière CI est une société indépendante offrant des services de conseil en gestion de patrimoine et en gestion d’actifs à l’échelle mondiale par le biais de diverses sociétés de services financiers. Depuis 1965, nous anticipons les besoins changeants des investisseurs et y répondons de manière fiable. Nous sommes animés par la volonté d’offrir aux particuliers et aux institutions des investissements et des conseils de la plus haute qualité. Notre engagement à fournir les niveaux de rendement les plus élevés signifie que, peu importe leur poste, les employés de CI doivent être à l’aise dans un environnement trépidant qui les poussera à exploiter tout leur potentiel. Les employés qui font preuve d’un degré d’ambition élevé, d’une volonté de faire preuve de curiosité intellectuelle pour apprendre en permanence et d’une disposition à se dépasser s’épanouissent chez CI.
Un environnement propice à la réussiteNous offrons un environnement de travail en présentiel, des avantages sociaux concurrentiels et un milieu de travail bienveillant, afin de permettre à nos employés de s’épanouir tant sur le plan personnel que professionnel.
CE QUE NOUS OFFRONS
Siège social moderne situé à distance de marche d’Union Station
Remboursement de la formation
Désignations professionnelles payées
Régime d’épargne des employés (REE)
Programme de rabais d’entreprise
Avantages sociaux collectifs améliorés
Programme de complément de congé parental
Congés payés pour activités bénévoles
Nous nous concentrons sur la création d’une main‑d’œuvre diversifiée et inclusive. CI Financial Corp. et toutes ses sociétés affiliées (« CI ») offrent un environnement de travail équitable et accessible. CI s’engage à prendre en compte les besoins d’accommodement pour les personnes handicapées. Si vous avez besoin de mesures d’adaptation pour postuler une offre d’emploi, ou si vous avez besoin que cette offre soit publiée dans un autre format, ou si ce besoin se fait sentir à toute autre étape du processus de recrutement, communiquez avec nous à l’adresse View email address on ca.hrm.tc, ou appelez le View phone number on ca.hrm.tc, poste 4747.
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