Empower financial advisors as a Regional Vice President with CI Financial. Lead growth initiatives and enhance advisor productivity in a supportive and inclusive environment. As a Regional Vice President, you will oversee a territory of financial advisor practices, providing coaching and strategic guidance.

Your role includes monitoring advisor performance to ensure alignment with firm objectives, enhancing client services, and managing key performance indicators. Collaborate closely with advisors to develop robust business plans and identify growth opportunities. Key Responsibilities:

- Supervise financial advisor practices, offering ongoing support
- Monitor productivity and align activities with firm objectives




- Collaborate on business plans with financial advisors
- Drive revenue growth by identifying recent client opportunities
- Ensure compliance with company policies and regulations

Requirements:

- Bachelor’s degree; MBA or advanced designation preferred
- 7-10 years experience in wealth management
- Proven sales growth and team management record
- Strong understanding of financial advisor business models
- Bilingual in French and English is an asset

Lead the charge in empowering financial advisors at CI Financial, where your leadership will drive success.

📌 Regional Vice President at CI Financial (Montreal)
🏢 CI Financial
📍 Montreal