Elevate your career with CI Financial as a Regional Vice President in Wealth Advisory. This key leadership role emphasizes business growth and advisor performance in a supportive environment. As the Regional Vice President, you will lead a portfolio of financial advisor practices within your territory, collaborating with CI Wealth’s President.

Your focus on business growth, operational efficiency, and advisor success will enhance overall performance. You will be a strategic partner, helping advisors optimize client experiences and grow assets under management while developing internal talent. Key Responsibilities:

- Support and coach financial advisors in defined territory
- Monitor productivity and align with firm objectives




- Assist in business plan development and execution
- Drive sales growth through client acquisition strategies
- Ensure productive operations and compliance within practices

Requirements:

- Bachelor’s degree; MBA preferred
- 7-10+ years in wealth management or financial services
- Proven sales growth and team management
- Strong knowledge of advisor business models
- Familiarity with regulatory compliance frameworks

Drive advisor success and enhance client experiences as the Regional Vice President at CI Financial.

📌 Wealth Advisory Regional Vice President (York)
🏢 CI Investments
📍 York