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. The Director, M&A; Operations is responsible for leading the operational execution of the organization's book purchase and M&A; initiatives from transaction close through successful integration. Reporting to the SVP, Head of Business Operations, CI Wealth, this role owns the M&A; operating framework, integration governance model, transaction execution process, and cross-functional delivery required to successfully onboard acquired advisor businesses into the organization. The Director serves as the central leader coordinating all execution activities, ensuring transactions progress efficiently, risks are mitigated, stakeholders remain aligned, and integration objectives are achieved. Working in close partnership with the SVP, Business Development, who leads deal origination and transaction negotiations, and the SVP, Head of Business Operations, CI Wealth, who establishes the integration vision, strategic priorities, and future-state operating model, the Director is accountable for translating strategic direction into actionable plans and delivering successful outcomes. This role will coordinate cross-functional teams across Finance, Legal, Compliance, Sales, Managed Solutions, HR, etc. The ideal candidate is an experienced operator who combines strong project leadership, M&A; expertise, operational excellence, stakeholder management,



and change leadership capabilities in a fast-paced growth environment.WHAT YOU WILL DOM&A; Transaction Leadership & Execution* Own the execution framework supporting all book purchase and Canadian Wealth M&A; transactions.
* Lead transaction planning and execution from signed deal through integration completion.
* Develop and manage integration roadmaps, project plans, milestones, dependencies, budgets, and resource requirements.
* Identify execution risks, recommend mitigation strategies, and escalate key decisions requiring executive direction.
* Cross-Functional Management* Project manage cross-functional transaction teams consisting of Operations, Technology, HR, Finance, Compliance, Legal, Marketing, and Advisor Transition stakeholders.
* Serve as the central point of coordination across all integration activities.Governance & Decision Support* Own governance structures supporting M&A; and book purchase activities.
* Lead steering committee meetings, integration reviews, and executive project updates.
* Maintain enterprise visibility into all active transactions, including risks, issues, decisions, and key milestones.
* M&A; Operating Model & Continuous Improvement* Own and continuously enhance the organization's M&A; execution playbook and governance framework.
* Drive consistency and scalability across all acquisition and integration activities.
* Incorporate lessons learned from completed transactions into future execution planning.
* Identify opportunities to improve transaction speed, integration effectiveness,



and overall execution quality.WHAT YOU WILL BRING* University degree in Business, Finance, Operations, Commerce, or a related field.
* 8+ years of experience leading complex cross-functional initiatives, integrations, business transformations, M&A; transactions, or large-scale projects.
* Experience within wealth management, financial services, or another regulated industry is preferred.
* Demonstrated experience managing acquisition, integration, or book purchase activities from planning through execution.
* Solid project management skills with the ability to lead multiple concurrent initiatives, manage risks, and drive results against demanding timelines.
* Proven ability to influence and coordinate stakeholders across Operations, Finance, Legal, Compliance, Technology, HR, and Sales without direct authority.
* Experience developing and implementing governance frameworks, operating models, playbooks, processes, and continuous improvement initiatives.
* Strong business acumen with the ability to translate strategic objectives into actionable plans and measurable outcomes.
* Excellent communication, presentation, and executive stakeholder management skills.
* PMP, Prosci, Lean Six Sigma, or other relevant project management or change management certifications are considered an asset.
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. This role follows our in office work model and requires employees to be ons

📌 Director, M&A Operations (Canada)
🏢 CI Financial
📍 Canada