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About the Role

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 to 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.

Responsibilities

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.
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.
Ensure advisor practices operate efficiently and in alignment with firm policies and regulatory requirements.
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 their business, improving profitability, and enhancing client engagement.
Attract new Financial Advisors to the program through networking and pro-active outreach.
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 an advisor to senior leadership on advisor experience, onboarding effectiveness, and practice performance.

Requirements

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.

Skills

Practice Management
Advisor Onboarding
Business Transformation
Sales Strategies
Pipeline Management
Client Engagement
Technology Adoption
Leadership
Stakeholder Collaboration

Location

In-office

Work Type

Full-time

Experience Level

Senior leadership
10+ years

Education Level

Bachelor’s degree
MBA or advanced designation is an asset

Benefits

Competitive benefits
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

About the Company

CI Financial is an independent company offering global wealth management and asset management advisory services.
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.

Equal Opportunity

We are focused on building a diverse and inclusive workforce.
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.