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.
Vos ResponsabilitésSoutien aux cabinets de conseillers
Superviser les cabinets de conseillers financiers d’un territoire défini et leur offrir un encadrement continu ainsi que des conseils stratégiques.
Surveiller la productivité et l’incidence des conseillers ainsi que l’harmonisation de leurs activités avec les objectifs de la société, en assurant la gestion en fonction de nos indicateurs clés de rendement applicables aux conseillers, notamment la fidélisation et la croissance de la clientèle, le service à la clientèle, la diversification des sources de revenus et la prestation de conseils en planification de patrimoine adaptés aux différents segments de clientèle.
Collaborer avec les conseillers pour élaborer des plans d’affaires alignés sur les objectifs organisationnels.
Aider les conseillers à accroître leur productivité et à améliorer leurs stratégies d’acquisition et de fidélisation de la clientèle.
Agir comme principal intermédiaire entre les conseillers et les fonctions du siège social.
Croissance des ventes et développement des affaires
Stimuler la croissance des revenus en repérant des occasions d’accroître les actifs sous gestion et l’implantation auprès de la clientèle.
Encadrer les conseillers relativement aux stratégies de vente, à la gestion du bassin d’occasions d’affaires et aux interactions avec les clients.
Surveiller les indicateurs de rendement clés et mettre en œuvre des plans d’action pour combler les lacunes.
Aider l’équipe de développement des affaires à attirer de nouveaux conseillers au sein de notre réseau.
Opérations
Veiller à ce que les cabinets de conseillers exercent leurs activités efficacement et conformément aux politiques de la société et aux exigences réglementaires.
Repérer et mettre en œuvre des pratiques exemplaires afin d’améliorer la prestation des services à la clientèle.
Favoriser l’adoption des technologies et l’amélioration des processus au sein des cabinets de conseillers.
Leadership et gestion des relations
Établir des relations solides et de confiance avec les conseillers et leurs équipes.
Influencer et motiver les conseillers à atteindre les objectifs commerciaux.
Collaborer avec les parties prenantes internes dans les domaines de la distribution, du marketing, du conformité et des opérations.
Attirer de nouveaux conseillers financiers au sein du programme grâce au réseautage et à des démarches proactives.
Compétences Requises
Baccalauréat;
une maîtrise en administration des affaires (MBA) ou un titre professionnel de niveau supérieur constitue un atout.
De 7 à 10 ans ou plus d’expérience en gestion de patrimoine, en services financiers ou dans un poste en contact direct avec des conseillers.
Expérience éprouvée en stimulation de la croissance des ventes et en gestion d’équipes en contact direct avec la clientèle.
Solide compréhension des modèles d’affaires des conseillers financiers et de la gestion de cabinet.
Connaissance des cadres réglementaires et de conformité applicables au secteur des services financiers.
Le bilinguisme français-anglais constitue un atout.
What You Will DoAdvisor 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.
Bilingual in French & English an asset.
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.
We are focused on building a diverse and inclusive workforce.
A Supportive Environment for SuccessWe 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
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 View email address on ca.hrm.tc, or call View phone number on ca.hrm.tc.
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