Elevate your career with CI as the Regional Vice President of Wealth Advisory. This role focuses on supporting financial advisors and driving business growth within a defined territory. As a Regional Vice President at CI, you'll be responsible for leading and enhancing a portfolio of advisor practices. Collaborating closely with the President, CI Wealth, your efforts will center on operational efficiency, optimizing performance, and ensuring advisor success. You will also play a vital role in developing talent and career pathways for our internal advisory group. Key Responsibilities:
- Oversee financial advisor practices within a designated territory
- Guide advisors with strategic coaching and continuous support




- Foster collaboration to create aligned business plans
- Drive revenue by identifying growth opportunities
- Maintain operational compliance and enhance service delivery Requirements:
- Bachelor’s degree, MBA preferred
- 7-10+ years in wealth management or financial services
- Proven success in driving sales growth
- Solid understanding of advisor business models
- Bilingual in French and English is an asset Become a strategic partner for financial advisors and enhance client experiences at CI. #J-18808-Ljbffr

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