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About the Role

The Director, M&A Operations is responsible for leading the operational execution of the organization's book purchase and M&A initiatives from transaction close through successful integration. This role owns the M&A operating framework, integration governance model, transaction execution process, and cross-functional delivery required to successfully onboard acquired advisor businesses into the organization. The Director serves as the central leader coordinating all execution activities, ensuring transactions progress efficiently, risks are mitigated, stakeholders remain aligned, and integration objectives are achieved.

Responsibilities

Own the execution framework supporting all book purchase and Canadian Wealth M&A transactions.
Lead transaction planning and execution from signed deal through integration completion.
Develop and manage integration roadmaps, project plans, milestones, dependencies, budgets, and resource requirements.
Drive execution across concurrent transactions, ensuring priorities remain aligned and deliverables are completed on schedule.
Identify execution risks, recommend mitigation strategies, and escalate key decisions requiring executive direction.
Act as the primary operational leader responsible for ensuring successful transaction delivery.
Project manage cross-functional transaction teams consisting of Operations, Technology, HR, Finance, Compliance, Legal, Marketing, and Advisor Transition stakeholders.
Establish clear ownership, timelines, deliverables, and success measures for each workstream.
Resolve execution challenges and remove barriers to delivery.
Influence leaders and stakeholders at all levels to ensure alignment and timely completion of commitments.
Serve as the central point of coordination across all integration activities.
Own governance structures supporting M&A and book purchase activities.
Lead steering committee meetings, integration reviews, and executive project updates.
Maintain enterprise visibility into all active transactions, including risks, issues, decisions, and key milestones.
Prepare concise executive reporting and provide recommendations to support strategic decision-making.
Escalate critical issues requiring SVP and President review and approval.
Own and continuously enhance the organization's M&A execution playbook and governance framework.
Establish standardized methodologies, templates, checklists, and operating procedures.
Drive consistency and scalability across all acquisition and integration activities.
Incorporate lessons learned from completed transactions into future execution planning.
Identify opportunities to improve transaction speed, integration effectiveness, and overall execution quality.

Requirements

University degree in Business, Finance, Operations, Commerce, or a related field.
8+ years of experience leading complex cross-functional initiatives, integrations, business transformations, M&A transactions, or large-scale projects.
Experience within wealth management, financial services, or another regulated industry is preferred.
Demonstrated experience managing acquisition, integration, or book purchase activities from planning through execution.
Strong project management skills with the ability to lead multiple concurrent initiatives, manage risks, and drive results against demanding timelines.
Proven ability to influence and coordinate stakeholders across Operations, Finance, Legal, Compliance, Technology, HR, and Sales without direct authority.
Experience developing and implementing governance frameworks, operating models, playbooks, processes, and continuous improvement initiatives.
Strong business acumen with the ability to translate strategic objectives into actionable plans and measurable outcomes.
Excellent communication, presentation, and executive stakeholder management skills.
Strong problem-solving, decision-making, and change leadership capabilities.
Highly organized, accountable, and execution-focused, with the ability to thrive in a fast-paced, growth-oriented environment.
PMP, Prosci, Lean Six Sigma, or other relevant project management or change management certifications are considered an asset.

Skills

Project leadership
M&A expertise
Operational excellence
Stakeholder management
Change leadership
Project management
Risk management
Influence
Business acumen
Communication
Presentation
Problem-solving
Decision-making
Accountability
Execution-focused

Location

In-office

Work Type

Full-time

Experience Level

8+ years of experience

Education Level

University degree in Business, Finance, Operations, Commerce, or a related field.

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 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.

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.