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 coachingMonitor productivity and align advisor performance with firm KPIsDevelop business plans with advisors to meet organizational objectivesDrive revenue through targeted sales strategies and pipeline managementEnsure operational efficiency within advisor practicesRequirements:Bachelor's degree; MBA or advanced designation preferred7-10+ years in wealth management or financial servicesProven sales growth track recordStrong understanding of financial advisor business modelsKnowledge of compliance frameworks in financial servicesBecome a strategic leader in Wealth Advisory and shape the future of client engagement at CI.#J-18808-Ljbffr

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