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About the Role

The Vice President, Practice Management is a senior leadership role responsible for establishing and executing the national strategy for advisor productivity, practice management, and growth across the Wealth Advisory Group. This role serves as a key member of the leadership team and is accountable for accelerating advisor success through scalable practice management frameworks, business development initiatives, and advisor coaching strategies. This role will build the training and support framework to develop and attract advisors, deliver a leading client experience that is consistent, repeatable and powered where possible by common tools, technology and training.

Responsibilities

Develop and execute a national advisor practice management strategy aligned with the firm's growth objectives.
Serve as a strategic advisor to senior leadership on advisor experience, advisor productivity, recruiting effectiveness, and business growth opportunities.
Establish long-term priorities, success metrics, and operating plans to support advisor acquisition, integration, retention, and practice growth.
Lead initiatives that enhance advisor engagement and client experience across the network.
Build and lead a comprehensive practice management platform focused on advisor growth, client acquisition, practice optimization, succession planning, and operational excellence.
Establish best practices across business planning, client segmentation, service models, workflow management, and advisor operating models.
Develop scalable coaching programs that support business development, advisor effectiveness, productivity, and profitability.
Identify opportunities to increase advisor adoption of practice management tools, technology solutions, and growth programs.
Drive initiatives that enhance advisor performance and strengthen competitive differentiation in the marketplace.
Support establishment of key performance indicators and benchmarks for advisor success.
Partner with RVP’s to identify performance gaps and implement targeted growth and improvement plans.
Analyze advisor productivity trends and develop strategies that support business growth, asset gathering, and client retention.
Support advisors in maximizing practice value and delivering exceptional client experiences.
Lead, mentor, and develop a high-performing team focused on practice management excellence.
Work closely with Compliance, Operations, Technology, Marketing, and Product teams to ensure seamless advisor support and execution.
Champion technology adoption and digital enablement initiatives that improve advisor and client experiences.
Influence organizational priorities and advocate for advisor needs across the enterprise.
Partner with business development leaders to attract high-quality advisors and advisor teams to the organization.
Participate in strategic recruitment efforts by communicating the firm's advisor value proposition, onboarding capabilities, and practice management offerings.
Support advisor transition planning and integration strategies that maximize recruiting success and retention outcomes.

Requirements

Deep wealth management expertise
Strong commercial acumen
Proven leadership capabilities
Ability to influence advisors and senior stakeholders across multiple regions

Skills

Practice management
Business development
Advisor coaching
Training development
Client experience enhancement
Strategic planning
Performance management
Team leadership
Cross-functional collaboration
Technology adoption
Digital enablement
Recruitment strategy

Location

In-office environment

Work Type

Full-time

Experience Level

Senior leadership

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.
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.