Lead dynamic advisor onboarding and practice management as the Director at CI Financial. Oversee strategies that elevate advisor efficiency and client satisfaction. This senior role involves creating a seamless onboarding pathway for recent advisors, improving practices through best management frameworks, and fostering collaboration across teams.

Your goal is to enhance advisor productivity and customer engagement while ensuring compliance with financial standards. Partner with leadership to drive impactful change in the Investment and Wealth Advisory Group. Key Responsibilities:

- Design and execute seamless onboarding programs
- Establish best practices for advisor workflows and business planning
- Coach on sales and client engagement strategies




- Identify and address performance gaps with targeted approaches
- Lead technology-driven improvements for advisor experiences

Requirements:

- Bachelor’s degree; MBA or related qualification preferred
- Minimum of 10 years in wealth management experience
- Proven track record in advisor onboarding and management
- Strong understanding of financial advisory models
- Knowledge of regulatory guidelines in financial services

Enhance advisor effectiveness and enrich client experiences at CI Financial through innovative practice management.

📌 Director of Advisor Onboarding and Performance (Toronto)
🏢 CI Financial
📍 Toronto