Lead energetic 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 current 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 cutting-edge practice management.

📌 Director Of Advisor Onboarding And Performance Toronto
🏢 CI Financial
📍 Toronto