At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.Reporting to the Head of Practice Management of CIGAM, the mandate of the Director, Advisor Development role is to identify and develop business strategies to enhance the reach and reputation of CIGAM.In this role, the successful candidate is responsible for building and delivering sophisticated practice management educational programs and tools that support and provide professional development opportunities for financial advisors. This role will provide industry thought leadership on fundamental issues and deliver practice management solutions that focus on the maximum utilization of Practice Management resources. The overall objective of this role is to drive business growth and support CI's sales goals through the enhancement of relationships with CI's key channel partners.WHAT YOU WILL DOAct as business consultant to financial advisors on business models, branding, marketing, service levels, segmentation, etc.Apply specialized practice management expertise and industry knowledge to meet the needs of financial advisors, individual channel partners and internal clients.Research evolving practice management trends and issues to identify solutions to support financial advisors and recommend implementation methods for practice management tools to advisors, wholesalers and directors.Pitch ideas for practice management content to team members and internal clients.Content Development and DesignDesign and develop ideas for digital engagement (blogs, videos, podcasts, etc.) for advisors to enhance CI's brand in the value-add space.Research industry issues, trends and benchmarks for workshops and educational presentations for advisors and channel partners.Act as thought leader and subject matter expert on the fundamentals of practice management and regulatory reform issues to deliver highly effective programs and tools to maximize support to advisors and drive business growth.Deliver advisor workshops and educational presentations.Project ManagementProvide deep strategic thinking to enable and support CI's strategy from a practice management perspective,



helping to position the business for growth and differentiation.Develop and implement ideas that identify current and innovative ways to improve CI's relationships with key business partners and drive business growth.WHAT YOU WILL BRING8+ years financial services industry experience with a focus on advisory practicesA post-secondary education in business, marketing or communicationCoaching certificate or training is an assetAdult education, presentation or facilitation training is an assetProven oral communication, presentation, training and facilitation skillsBusiness consulting and practice management expertiseDeep understanding of financial advisory practice elements, best practices and the evolving financial services landscapeAbility to work independently towards driving results, meeting deadlines and delivering of objectivesStakeholder Management – employing savvy communication and management processes to keep everyone informed.Show consistent emotional intelligence through self-awareness, self-management, motivation, empathy, social awareness and relationship managementDemonstrate professional maturity in dealing with senior management, employees, and internal/external clientsCreate strong relationships with advisors across CI's key distribution channels to enhance their ongoing professional development and increase usage of Practice Management programs and toolsUnderstanding of adult learning theory and instructional design methodologiesExceptionally strong drive for results with a track record of meeting deadlines and delivering on objectivesStrong work ethic and desire to help CI and advisors improve their businessesProven ability to master technical/business content quickly and simplify complex processesAbility to communicate concepts effectively for a specific audienceStrategic and critical thinking, ability to "think outside the box", creative and innovativeStrong interaction skills with all levels of organization colleagues, clients,



and senior managementSound business judgementAbility to work independently and collaboratively based on project needsStrong time management and organizational skills with acute attention to detailFlexible and adaptable when dealing with changeExpert knowledge of Microsoft Office, particularly PowerPointBusiness travel will be required within this role, approximately 20%–30% of timeThis opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $93,000 to $143,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.A Supportive Environment for SuccessWe offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.WHAT WE OFFERModern HQ location within walking distance from Union StationTraining ReimbursementPaid Professional DesignationsEmployee Savings Plan (ESP)Corporate Discount ProgramEnhanced group benefitsParental Leave Top–up programPaid time off for VolunteeringWe are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

📌 Director, Demand Generation (Calgary)
🏢 Blackline Safety
📍 Calgary