At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
The Regional Manager, Investment and Wealth Advisory Group is responsible for leading and supporting a portfolio of advisor practices within an assigned territory. Working closely with the Vice President, Investment and Wealth Advisory Group, this role focuses on driving business growth, enhancing operation efficiency, and ensuring the overall success of financial advisor practices. The Regional Manager acts as a strategic partner to advisors, helping them optimize performance, grow assets under management and deliver exceptional client experiences.WHAT YOU WILL DO
Advisor Practice Support
Sales Growth and Business Development
Operations:
Leadership and Relationship Management
WHAT YOU WILL BRING
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.
A Supportive Environment for Success
We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.
WHAT WE OFFER
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.
Manager, Investment Advisors and Service Associates • Toronto, Ontario, CA
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