At CI, we see a great place to work as one that is a secure 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 VP of Practice Management of CIGAM, the Consultant, Advisor Development is responsible for delivering consultations, workshops, and educational programs that help financial advisors strengthen their businesses and improve outcomes. This role works directly with advisors on foundational and intermediate practice management topics, helping them implement proven business strategies, best practices, and tools. The Consultant supports advisor development through consultations, presentations, and educational programming while helping identify opportunities for more advanced strategic engagement. The overall objective of this role is to support advisor success, strengthen advisor relationships, and increase awareness and utilization of Practice Management resources in support of CI's broader sales goals.

WHAT YOU WILL DO

Advisor Consultation & Business Support

Act as a business consultant to financial advisors on core practice management topics, including business planning, segmentation, client service models, capacity management, team structure, workflow efficiency, marketing, and business development.

Conduct virtual and in-person consultation meetings with financial advisors and advisory teams.

Use established Practice Management frameworks, tools, and resources to help advisors improve business performance.

Identify advisor needs and recommend appropriate solutions, resources,



or follow-up support.

Recognize opportunities that may benefit from more advanced strategic consulting support and collaborate with Senior Consultants as appropriate.

Educational Programs & Workshop Delivery

Deliver advisor presentations, workshops, webinars, and educational sessions.

Facilitate practical and engaging discussions for advisors, channel partners, and internal clients.

Adapt existing content and examples to reflect different advisor audiences, business models, and needs.

Support conference presentations, branch events, roadshows, and internal training initiatives.

Content & Resource Development

Research industry trends, advisor challenges, and benchmarks to support content development efforts.

Contribute to the development of advisor tools, worksheets, articles, presentations, and educational resources.

Gather advisor feedback and field insights to help shape future Practice Management initiatives.

Support digital engagement initiatives, including blogs, videos, podcasts, and webinars.

Collaboration & Project Support

Partner with Sales, National Accounts, Marketing, and other internal stakeholders to support advisor development efforts.

Contribute ideas and recommendations that enhance Practice Management programs and advisor engagement.





Participate in special projects and team initiatives that support CI's growth objectives.

Build strong relationships with advisors across CI's key distribution channels to increase awareness and use of Practice Management programs and tools.

WHAT YOU WILL BRING

- 3-7 years of financial services experience, with exposure to financial advisors or advisory businesses.
- Post-secondary education in business, marketing, communications, or a related field.
- Strong interest in business consulting, coaching, and advisor development.
- Experience delivering presentations, workshops, training sessions, or educational programs.
- Understanding of advisory practice fundamentals, advisor business models, and the evolving financial services landscape.
- Strong oral and written communication, relationship management, and facilitation skills.
- Ability to simplify complex concepts and communicate them effectively for a specific audience.
- Demonstrated initiative, accountability, sound business judgement, and commitment to professional development.
- Ability to work independently and collaboratively, manage competing priorities, and deliver high-quality work on time.
- Strong time-management and organizational skills, with acute attention to detail.
- Professional maturity and emotional intelligence when working with advisors, colleagues, senior management, and external partners.
- Flexibility and adaptability when dealing with changing priorities and business needs.
- Strong knowledge of Microsoft Office, particularly PowerPoint.
- Coaching certification, adult education, facilitation, presentation, or instructional design training is considered an asset.
- Business travel will be required within this role,

📌 Consultant, Advisor Development (Canada)
🏢 CI Investments
📍 Canada