Lead advisor engagement and sales growth as Vice President with CI Financial. Foster relationships and drive success in a dynamic, growth-focused setting. In this pivotal role, you'll supervise financial advisor practices across a designated territory.

Your responsibilities include providing coaching, enhancing productivity, and developing strategies for client acquisition and retention. Collaborate with advisors on business plans aligned with organizational goals, while ensuring regulatory compliance and effective service delivery. Key Responsibilities:

- Oversee financial advisors, offering strategic guidance
- Monitor and enhance advisor productivity
- Collaborate on business planning with advisors
- Identify growth opportunities for revenue increase
- Ensure operational efficiency in advisor practices

Requirements:

- Bachelor’s degree required; MBA is a plus
- Minimum of 7 years in financial services
- Experience in managing client-facing teams
- Strong financial advisor business model understanding
- Bilingual in French & English preferred

Elevate advisor success and drive impactful results within CI Financial's innovative framework.

📌 Vice President of Advisor Development CI (Montreal)
🏢 CI Financial
📍 Montreal