Guide financial advisors with practice management frameworks, business planning, and educational programming at CI Financial’s in-office workplace. Build stronger advisor businesses through consultations and practical resources.
This Consultant, Advisor Development role works with advisory teams on foundational and intermediate business topics. You will address segmentation, client service models, team structure, marketing, business development, and workflow efficiency. You will also recognize needs for advanced strategic consulting support.
Key Responsibilities: Use established frameworks, tools, and resources
Help advisors improve business performance
Facilitate practical discussions for advisors and partners
Support conference presentations, roadshows,



and branch events
Collaborate with Senior Consultants on strategic needs
Requirements: Understanding of advisory practice fundamentals and business models
Three to seven years of financial services experience
Solid oral and written communication abilities
Ability to simplify complex concepts for specific audiences
Ability to work independently and collaboratively
Bring business consulting, audience-focused communication, and advisor development skills to CI Financial’s Practice Management programs.

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📌 Financial Advisor Practice Management Consultant (Manitoba)
🏢 CI Investments
📍 Manitoba