Empower financial advisors as a Regional Vice President with CI Financial. Lead growth initiatives and enhance advisor productivity in a supportive and inclusive workplace.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 supportMonitor productivity and align activities with firm objectivesCollaborate on business plans with financial advisorsDrive revenue growth by identifying new client opportunitiesEnsure compliance with company policies and regulationsRequirements:Bachelor's degree; MBA or advanced designation preferred7-10 years experience in wealth managementProven sales growth and team management recordStrong understanding of financial advisor business modelsBilingual in French and English is an assetLead 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