Join CI as the Regional VP for Financial Advisory Services and lead a dedicated team focusing on advisor growth and client experience. This role is essential for driving effectiveness across advisor practices. In this pivotal role, you will support a portfolio of financial advisors, enhancing their productivity and aligning their goals with the firm’s objectives.

Working alongside the CI Wealth leadership, you'll facilitate the growth of advisors by focusing on operational efficiency and exceptional client service delivery. Your strategic insights will help develop key relationships and mentor internal advisory talent. Key Responsibilities:

- Supervise financial advisor practices in a specified territory




- Collaborate to build business plans aligned with goals
- Improve advisor productivity and enhance their strategies
- Increase assets under management through proactive outreach
- Ensure compliance with company policies and regulations

Requirements:

- Bachelor’s degree required, MBA preferred
- 7-10+ years of advisor-facing experience
- Robust track record in sales growth
- Knowledge of regulatory frameworks
- Bilingual in French and English preferred

Lead the charge in optimizing advisor success and client experiences at CI.

📌 Regional VP of Financial Advisory Services (Montreal)
🏢 CI Financial
📍 Montreal