Become a leader at CI Financial as the Regional Vice President, Wealth Advisory. This role is key for those passionate about driving growth and supporting financial advisors within a energetic framework.You will lead a portfolio of advisor practices, working alongside the President, CI Wealth, to drive impactful growth and efficient operations. Focusing on enhancing advisor performance and client engagement, you will help create a strong advisor network and promote best practices across the organization.Key Responsibilities:- Provide ongoing coaching and strategic guidance to advisors- Manage advisor KPI’s including retention and growth- Collaborate on business plan development and implementation- Drive revenue growth and coach on sales strategies- Implement process improvements and technology adoptionRequirements:- Bachelor’s degree; MBA or equivalentpreferred- 7-10+ years in wealth management experience- Track record in sales growth and leadership- Solid understanding of advisor business models- Knowledgeable in compliance and regulatory standardsAdvance your career by supporting financial advisors and enhancing growth as CI Financial's Regional Vice President.#J-18808-Ljbffr
📌 Regional Vice President At Ci Financial (Le Plateau-Mont-Royal)
🏢 CI Financial
📍 Le Plateau-Mont-Royal
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