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 new 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 programsEstablish best practices for advisor workflows and business planningCoach on sales and client engagement strategiesIdentify and address performance gaps with targeted approachesLead technology-driven improvements for advisor experiencesRequirements:Bachelor's degree; MBA or related qualification preferredMinimum of 10 years in wealth management experienceProven track record in advisor onboarding and managementStrong understanding of financial advisory modelsKnowledge of regulatory guidelines in financial servicesEnhance advisor effectiveness and enrich client experiences at CI Financial through cutting-edge practice management.#J-18808-Ljbffr

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