Expand your career as the Director of Practice Management Solutions at CI Financial. Lead initiatives that empower financial advisors with essential tools and educational resources in a conducive in-office setting.

In this senior role, you will collaborate closely with the Head of Practice Management at CIGAM to build strategic business models and enhance advisor relationships. Your expertise in financial advisory practices and innovative project management will be key as you design programs that contribute to CI’s sales goals and advisor success.

Key Responsibilities:
• Provide expert consulting on practice management to advisors
• Develop and lead engaging workshops for industry professionals
• Conduct research to identify trends and solutions




• Pitch innovative content ideas to enhance CI’s brand
• Support strategic initiatives to improve advisor partnerships

Requirements:
• Over 8 years in financial services experience
• Relevant degree in business or communications
• Robust presentation and facilitation skills
• Understanding of financial advisory practices
• Capability to navigate complex stakeholder relationships

Shape the future of financial advisory practice management and drive growth at CI Financial.
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📌 Director of Practice Management Solutions at CI (Alberta)
🏢 Blackline Safety
📍 Alberta