Ci Financial Regional Growth Leader
CI Financial
Drive advisor success and revenue growth as a Regional Growth Leader at CI Financial. Shape the future of wealth management with your leadership.
As a Regional Vice President, you will support financial advisors by enhancing their productivity and aligning their roles with the broader organizational goals. Your leadership will focus on developing and executing strategies that foster client retention and increase asset growth. Establishing strong relationships and ensuring compliance will be key to your success.
Key Responsibilities: - Supervise designated financial advisor practices - Develop plans to improve advisor productivity - Foster revenue growth through client engagement - Ensure compliance with regulations and policies - Build trusted relationships with advisor teams
Requirements: - Bachelor's degree;
MBA or similar certification preferred - 7-10 years of experience in wealth management - Proven track record in sales growth - Understanding of regulatory frameworks - Bilingual in French and English is advantageous
Join CI Financial to inspire and elevate advisors while pushing the boundaries of wealth management.#J-18808-Ljbffr
As a Regional Vice President, you will support financial advisors by enhancing their productivity and aligning their roles with the broader organizational goals. Your leadership will focus on developing and executing strategies that foster client retention and increase asset growth. Establishing strong relationships and ensuring compliance will be key to your success.
Key Responsibilities: - Supervise designated financial advisor practices - Develop plans to improve advisor productivity - Foster revenue growth through client engagement - Ensure compliance with regulations and policies - Build trusted relationships with advisor teams
Requirements: - Bachelor's degree;
MBA or similar certification preferred - 7-10 years of experience in wealth management - Proven track record in sales growth - Understanding of regulatory frameworks - Bilingual in French and English is advantageous
Join CI Financial to inspire and elevate advisors while pushing the boundaries of wealth management.#J-18808-Ljbffr
Vacancy posted 1 hour ago
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