Lead and elevate financial advisor practices with CI as a Regional Vice President in Wealth Advisory. Drive business growth while transforming client experiences across your defined territory.

In this senior role, the Regional Vice President will oversee a portfolio of financial advisory practices, reporting directly to the President of CI Wealth. You’ll implement strategic guidance, enhance operational efficiency, and drive revenue growth while supporting advisors in achieving client retention and acquisition goals.

Key Responsibilities:
• Oversee financial advisor practices and provide strategic coaching
• Monitor productivity and align advisor performance with firm KPIs
• Develop business plans with advisors to meet organizational objectives




• Drive revenue through targeted sales strategies and pipeline management
• Ensure operational efficiency within advisor practices

Requirements:
• Bachelor’s degree; MBA or advanced designation preferred
• 7-10+ years in wealth management or financial services
• Proven sales growth track record
• Solid understanding of financial advisor business models
• Knowledge of compliance frameworks in financial services

Become a strategic leader in Wealth Advisory and shape the future of client engagement at CI.
#J-18808-Ljbffr

📌 Wealth Advisory Regional Vice President (Ontario)
🏢 CI Financial
📍 Ontario