Director, Practice Management, Corporate Wealth

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, Practice Management is a senior leadership role responsible for designing, implementing, and overseeing the end-to-end onboarding experience for new advisors, as well as elevating the performance and operational excellence of existing advisor practices. This role partners closely with the Vice President, Investment and Wealth Advisory Group and Regional Managers ensure advisors are effectively integrated, supported and positioned for long term success. The mandate includes driving scalable practice management strategies, improving advisor productivity, and enhancing the overall client experience across the Investment and Wealth Advisory Group.

WHAT YOU WILL DO

Advisor Onboarding Strategy and Execution

• Design and lead best in class onboarding program for new advisors and teams.
• Ensure a seamless, efficient and positive onboarding experience that accelerates time to productivity.
• Continuously refine onboarding process based on feedback and performance metrics.

Practice Management Framework

• Develop and implement a comprehensive practice management program to support advisor growth and scalability.
• Establish standard best practices across business planning, client segmentation, service models and workflow.
• Provide tools, resources, and training to enhance advisor effectiveness and operational efficiencies. Coach advisors on sales strategies, pipeline management and client engagements.
• Drive adoption of consistent process and disciplines across advisor practices. Operations:

• Ensure advisor practices operate efficiently and in alignment with firm policies and regulatory requirements.

Advisor Productivity and Performance Enhancements

• Partner with Regional Managers to identify performance gaps and implement targeted improvement strategies.
• Develop coaching framework and performance benchmarks for advisor practices.
• Support advisors in scaling business their business, improve profitability and enhance client engagement.
• Attract new Financial Advisors to the program through networking and pro-active outreach.

Leadership and Stakeholder Collaboration:

• Champion technology adoption and integration to improve advisor and client experience.
• Collaborate with internal teams to ensure alignment across systems, process and support functions.
• Act as a advisor to senior leadership on advisor experience, onboarding effectiveness and practice performance.

WHAT YOU WILL BRING

• Bachelor’s degree (MBA or advanced designation is an asset)
• 10+ years of experience in wealth management, financial services or advisor facing role.
• Significant experience in advisor onboarding, practice management and business transformation.
• Strong understanding of financial advisor business models and practice management.
• Knowledge of Regulatory and compliance frameworks within financial services

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 Success

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER 

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• 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 [email protected], or call 416-364-1145 ext. 4747.