Senior Vice President in Wealth Advisory (Ontario)

Senior Vice President in Wealth Advisory (Ontario)

22 Aug
|
CI Financial
|
Ontario

22 Aug

CI Financial

Ontario

Seek a transformative role as Senior Vice President in Wealth Advisory at CI Financial, focusing on creative practice management and advisor growth strategies. This pivotal leadership position combines strategy and teamwork.

As a Senior Vice President, you will lead the development and execution of initiatives to enhance advisor productivity and client experiences. Collaborating with various departments, your strategic insights will shape advisor recruitment and retention strategies. You will foster a culture of performance excellence while enhancing practice management practices across the organization.

Key Responsibilities:
• Lead comprehensive practice management platforms
• Develop strategies for advisor acquisition and retention




• Establish KPIs for advisor productivity
• Collaborate with cross-functional teams for success
• Mentor a high-performing practice management team

Requirements:
• Extensive experience in wealth management leadership
• Proven ability to impact advisor performance
• Strong analytical skills for trend analysis
• Experience in fostering client satisfaction
• Ability to implement scalable coaching programs

Be a catalyst for change and drive advisor success at CI Financial.
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📌 Senior Vice President in Wealth Advisory (Ontario)
🏢 CI Financial
📍 Ontario

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