Become a leader at CI Financial as the Regional Vice President, Wealth Advisory. This role is key for those passionate about driving growth and supporting financial advisors within a agile framework. You will lead a portfolio of advisor practices, working alongside the President, CI Wealth, to drive impactful growth and efficient operations.

Focusing on enhancing advisor performance and client engagement, you will help create a strong advisor network and promote best practices across the organization. Key Responsibilities:

- Provide ongoing coaching and strategic guidance to advisors
- Manage advisor KPI’s including retention and growth
- Collaborate on business plan development and implementation
- Drive revenue growth and coach on sales strategies
- Implement process improvements and technology adoption Requirements:
- Bachelor’s degree; MBA or equivalent preferred
- 7-10+ years in wealth management experience
- Track record in sales growth and leadership
- Solid understanding of advisor business models
- Knowledgeable in compliance and regulatory standards Advance your career by supporting financial advisors and enhancing growth as CI Financial's Regional Vice President.

📌 Regional Vice President at CI Financial (Charlottetown)
🏢 CI Investments
📍 Charlottetown