Join CI as a Regional Vice President in Wealth Management to empower financial advisors in a cooperative environment. Enhance operations and optimize client services across your region.

This role entails leading a network of financial advisor practices, focusing on business growth and operational excellence. Partnering closely with CI Wealth's President, you’ll drive sales growth while mentoring advisors to improve productivity and adapt client strategies to maximize assets under management.

Key Responsibilities: • Provide coaching and strategic oversight to advisor practices • Analyze key performance indicators for aligned objectives • Create and implement business plans with advisors • Identify opportunities for new client acquisitions • Ensure compliance with firm policies and regulations

Requirements: • Bachelor’s degree; MBA is a plus • 7-10+ years in advisor-facing roles • History of driving sales and managing teams • In-depth knowledge of financial licensing and regulations • Familiarity with advisor business models

Transform advisor experiences and drive operational success as CI's Regional Vice President in Wealth Management. #J-18808-Ljbffr

📌 Regional VP, Wealth Management at CI (Winnipeg)
🏢 CI Financial
📍 Winnipeg