Director, Advisor Development, Practice Management

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 VP, Head of Practice Management, the mandate of the Director, Advisor Development 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 DO

Sales & Consulting Support

• Act 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 Design

• Design 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 Management

• Provide 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 new and innovative ways to improve CI’s relationships with key business partners and drive business growth.

WHAT YOU WILL BRING

• 8+ years financial services industry experience with a focus on advisory practices
• A post-secondary education in business, marketing or communication
• Coaching certificate or training is an asset
• Adult education, presentation or facilitation training is an asset
• Proven oral communication, presentation, training and facilitation skills
• Business consulting and practice management expertise
• Deep understanding of financial advisory practice elements, best practices and the evolving financial services landscape
• Ability to work independently towards driving results, meeting deadlines and delivering of objectives
• Stakeholder 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 management
• Demonstrate professional maturity in dealing with senior management, employees, and internal/external clients
• Create strong relationships with advisors across CI’s key distribution channels to enhance their ongoing professional development and increase usage of Practice Management programs and tools
• Understanding of adult learning theory and instructional design methodologies
• Exceptionally strong drive for results with a track record of meeting deadlines and delivering on objectives
• Strong work ethic and desire to help CI and advisors improve their businesses
• Proven ability to master technical/business content quickly and simplify complex processes
• Ability to communicate concepts effectively for a specific audience
• Strategic and critical thinking, ability to “think outside the box”, creative and innovative
• Strong interaction skills with all levels of organization colleagues, clients, and senior management
• Sound business judgment
• Ability to work independently and collaboratively based on project needs
• Strong time management and organizational skills with acute attention to detail
• Flexible and adaptable when dealing with change
• Expert knowledge of Microsoft Office, particularly PowerPoint
• Business travel will be required within this role, about 30%-50% of time

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.

Hybrid Work Environment

Our company operates in a hybrid work environment, offering flexibility for employees to work remotely and in the office. As part of this arrangement, all employees are required to be present in the office for a minimum of three days per week.

WHAT WE OFFER

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Employee Share Purchase Program (ESPP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top–up program
• Paid time off for Volunteering

We 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.

Please submit your resume in confidence by clicking “Apply”.

Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.