Become a Regional Vice President with CI Financial's Corporate Wealth, focusing on leadership and innovative financial solutions. Drive success for corporate clients and their employees.
Based in Toronto, this strategic role involves leading and managing Wealth Advisors, ensuring high service standards, and contributing to team collaboration. You will spearhead efforts to increase revenue and optimize financial advisory practices for corporate clients throughout Canada.
Key Responsibilities:
• Lead and coach a territory of financial advisor teams
• Drive client engagement and increase market presence
• Monitor performance metrics and implement improvement plans
• Promote best practices in client service delivery
• Conduct business presentations to corporate clients
Requirements:
• Bachelor’s degree; MBA or advanced designation is an asset
• 10+ years of experience in financial services, ideally client-facing
• Strong background in sales growth and pract...