Enhance advisor productivity and client experience as the Director of Wealth Advisory Practice Management at CI Financial in Toronto. Lead innovative practices for onboarding and operational excellence.
In this pivotal senior role, you will oversee the end-to-end onboarding of new advisors while driving improvements in existing practice frameworks. Your strategic vision will support the company’s commitment to advisor effectiveness and sustainable growth through collaborative partnerships.
Key Responsibilities:
• Create and manage an effective advisor onboarding process
• Develop practice management programs to support growth
• Offer coaching for improved sales strategies and client interactions
• Identify and act on performance gaps in advisor practices
• Encourage technology adoption to streamline operations
Requirements:
• Bachelor’s degree, MBA preferred
• Over 10 years in advisor-facing roles or wealth management
• Demonstrated experience in onboar...