Drive success at CI as the Vice President of Wealth Management Strategies, focusing on enhancing financial advisory practices. Engage deeply with advisors to support growth and client satisfaction.CI seeks a Regional Vice President for its Wealth Advisory division. This role emphasizes overseeing financial advisors, providing ongoing support, and boosting efficiency in their practices. Collaborating with internal teams, you'll craft strategies that enhance advisor performance and promote the delivery of outstanding client service.



Your leadership will be essential in developing future leaders within our advisory group.Key Responsibilities:Mentor and coach financial advisors in a defined regionAlign advisor goals with corporate objectivesIdentify opportunities for asset growth and client engagementMonitor performance metrics and implement improvement plansEnsure effective compliance with regulationsRequirements:Bachelor's degree essential; MBA or advanced designation preferred7-10+ years in wealth managementProven ability in managing client-facing teamsStrong understanding of advisor business dynamicsBilingual capability in French and English an assetAdvance your career at CI, where you will shape the future of financial advisory services.

📌 Vice President, Wealth Management Strategies (Montreal)
🏢 CI Financial
📍 Montreal