Vice President Of Advisor Development Ci (Montreal)

Vice President Of Advisor Development Ci (Montreal)

03 Sep
|
CI Financial
|
Montreal

03 Sep

CI Financial

Montreal

Lead advisor engagement and sales growth as Vice President with CI Financial. Foster relationships and drive success in a energetic, growth-focused environment.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 guidanceMonitor and enhance advisor productivityCollaborate on business planning with advisorsIdentify growth opportunities for revenue increaseEnsure operational efficiency in advisor practicesRequirements:Bachelor's degree required; MBA is a plusMinimum of 7 years in financial servicesExperience in managing client-facing teamsStrong financial advisor business model understandingBilingual in French & English preferredElevate advisor success and drive impactful results within CI Financial's innovative framework.

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

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