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About the Role

The Consultant, Advisor Development reports to the VP of Practice Management of CIGAM and is responsible for delivering consultations, workshops, and educational programs to help financial advisors strengthen their businesses and improve outcomes. This role supports advisor success, strengthens advisor relationships, and increases awareness and utilization of Practice Management resources to support CI's broader sales goals.

Responsibilities

Act as a business consultant to financial advisors on core practice management topics, including business planning, segmentation, client service models, capacity management, team structure, workflow efficiency, marketing, and business development.
Conduct virtual and in-person consultation meetings with financial advisors and advisory teams.
Use established Practice Management frameworks, tools, and resources to help advisors improve business performance.
Identify advisor needs and recommend appropriate solutions, resources, or follow-up support.
Recognize opportunities that may benefit from more advanced strategic consulting support and collaborate with Senior Consultants as appropriate.
Deliver advisor presentations, workshops, webinars, and educational sessions.
Facilitate practical and engaging discussions for advisors, channel partners, and internal clients.
Adapt existing content and examples to reflect different advisor audiences, business models, and needs.
Support conference presentations, branch events, roadshows, and internal training initiatives.
Research industry trends, advisor challenges, and benchmarks to support content development efforts.
Contribute to the development of advisor tools, worksheets, articles, presentations, and educational resources.
Gather advisor feedback and field insights to help shape future Practice Management initiatives.
Support digital engagement initiatives, including blogs, videos, podcasts, and webinars.
Partner with Sales, National Accounts, Marketing, and other internal stakeholders to support advisor development efforts.
Contribute ideas and recommendations that enhance Practice Management programs and advisor engagement.
Participate in special projects and team initiatives that support CI's growth objectives.
Build strong relationships with advisors across CI's key distribution channels to increase awareness and use of Practice Management programs and tools.

Requirements

3-7 years of financial services experience, with exposure to financial advisors or advisory businesses.
Strong interest in business consulting, coaching, and advisor development.
Experience delivering presentations, workshops, training sessions, or educational programs.
Understanding of advisory practice fundamentals, advisor business models, and the evolving financial services landscape.
Strong oral and written communication, relationship management, and facilitation skills.
Ability to simplify complex concepts and communicate them effectively for a specific audience.
Demonstrated initiative, accountability, sound business judgement, and commitment to professional development.
Ability to work independently and collaboratively, manage competing priorities, and deliver high-quality work on time.
Strong time-management and organizational skills, with acute attention to detail.
Professional maturity and emotional intelligence when working with advisors, colleagues, senior management, and external partners.
Flexibility and adaptability when dealing with changing priorities and business needs.
Strong knowledge of Microsoft Office, particularly PowerPoint.

Skills

Business planning
Segmentation
Client service models
Capacity management
Team structure
Workflow efficiency
Marketing
Business development
Microsoft Office
PowerPoint

Location

Onsite

Work Type

Onsite
Full-time

Experience Level

3-7 years

Education Level

Post-secondary education in business, marketing, communications, or a related field.

Salary/Compensations

$69,500 to $119,500

Benefits

Health insurance coverage
Wellness programs
Life and disability insurance
Retirement savings plans
Paid leave programs
Education-related programs
Paid holidays
Vacation time
Bonus program
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.