Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

The Regional Vice President, Wealth Advisory leads and supports a portfolio of advisor practices within an assigned territory, focusing on driving business growth, enhancing operational efficiency, and ensuring the success of financial advisor practices. This role acts as a strategic partner to advisors, helping them optimize performance, grow assets under management, and deliver exceptional client experiences. It is also essential for developing talent and career paths for the internal advisory group.

Responsibilities

Oversee a defined territory of financial advisor practices, providing ongoing coaching and strategic guidance.
Monitor advisor productivity and alignment with firm objectives, managing to advisor KPIs.
Partner with advisors to develop business plans aligned with organizational goals.
Support advisors in improving productivity, client acquisition, and retention strategies.
Act as the primary liaison between advisors and head office functions.
Drive revenue growth by identifying opportunities to increase asset under management and client penetration.
Coach advisors on sales strategies, pipeline management, and client engagements.
Monitor key performance metrics and implement action plans to address gaps.
Support the Business Development team in attracting new advisors to our network.
Ensure advisor practices operate efficiently and in alignment with firm policies and regulatory requirements.
Identify and implement best practices to enhance client service delivery.
Support technology adoption and process improvements with advisor practices.
Build strong, trusted relationships with advisors and their teams.
Influence and motivate advisors to achieve business objectives.
Collaborate with internal stakeholders across distribution, marketing, compliance, and operations.
Attract new Financial Advisors to the program through networking and proactive outreach.

Requirements

Proven track record of driving sales growth and managing client-facing teams.
Strong understanding of financial advisor business models and practice management.
Knowledge of regulatory and compliance frameworks within financial services.

Location

In-office environment

Work Type

Full-time

Experience Level

7-10+ years of experience in wealth management, financial services or advisor facing role.

Education Level

Bachelor’s degree (MBA or advanced designation is an asset)

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 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.
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.