Director, Advisor Development

Chez CI, nous considérons qu’un excellent lieu de travail est un endroit sécuritaire où chacun peut s’exprimer, où les employés ont la possibilité de s’investir dans un travail valorisant, où ils ont l’occasion de se dépasser pour progresser, où ils peuvent travailler sur des produits et des projets innovants, et où ils sont soutenus et encouragés dans leurs efforts.

Reporting to the Head of Practice Management of CIGAM, the mandate of the Director, Advisor Development role is to identify and develop business strategies to enhance the reach and reputation of CIGAM.

In this role, the successful candidate is responsible for building and delivering sophisticated practice management educational programs and tools that support and provide professional development opportunities for financial advisors. This role will provide industry thought leadership on fundamental issues and deliver practice management solutions that focus on the maximum utilization of Practice Management resources. The overall objective of this role is to drive business growth and support CI’s sales goals through the enhancement of relationships with CI’s key channel partners.

Sales & Consulting Support

• Act as business consultant to financial advisors on business models, branding, marketing, service levels, segmentation, etc.
• Apply specialized practice management expertise and industry knowledge to meet the needs of financial advisors, individual channel partners and internal clients.
• Research evolving practice management trends and issues to identify solutions to support financial advisors and recommend implementation methods for practice management tools to advisors, wholesalers and directors.
• Pitch ideas for practice management content to team members and internal clients.

Content Development and Design

• Design and develop ideas for digital engagement (blogs, videos, podcasts, etc.) for advisors to enhance CI’s brand in the value-add space.
• Research industry issues, trends and benchmarks for workshops and educational presentations for advisors and channel partners.
• Act as thought leader and subject matter expert on the fundamentals of practice management and regulatory reform issues to deliver highly effective programs and tools to maximize support to advisors and drive business growth.
• Deliver advisor workshops and educational presentations.

Project Management

• Provide deep strategic thinking to enable and support CI’s strategy from a practice management perspective, helping to position the business for growth and differentiation.
• Develop and implement ideas that identify new and innovative ways to improve CI’s relationships with key business partners and drive business growth.

What You Will Bring

• 8+ years financial services industry experience with a focus on advisory practices
• A post-secondary education in business, marketing or communication
• Coaching certificate or training is an asset
• Adult education, presentation or facilitation training is an asset
• Proven oral communication, presentation, training and facilitation skills
• Business consulting and practice management expertise
• Deep understanding of financial advisory practice elements, best practices and the evolving financial services landscape
• Ability to work independently towards driving results, meeting deadlines and delivering of objectives
• Stakeholder Management – employing savvy communication and management processes to keep everyone informed.
• Show consistent emotional intelligence through self-awareness, self-management, motivation, empathy, social awareness and relationship management
• Demonstrate professional maturity in dealing with senior management, employees, and internal/external clients
• Create strong relationships with advisors across CI’s key distribution channels to enhance their ongoing professional development and increase usage of Practice Management programs and tools
• Understanding of adult learning theory and instructional design methodologies
• Exceptionally strong drive for results with a track record of meeting deadlines and delivering on objectives
• Strong work ethic and desire to help CI and advisors improve their businesses
• Proven ability to master technical/business content quickly and simplify complex processes
• Ability to communicate concepts effectively for a specific audience
• Strategic and critical thinking, ability to “think outside the box”, creative and innovative
• Strong interaction skills with all levels of organization colleagues, clients, and senior management
• Sound business judgment
• Ability to work independently and collaboratively based on project needs
• Strong time management and organizational skills with acute attention to detail
• Flexible and adaptable when dealing with change
• Expert knowledge of Microsoft Office, particularly PowerPoint
• Business travel will be required within this role, approximately 20%–30% of time

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is$93,000 to $143,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.

Financière CI est une société indépendante offrant des services de conseil en gestion de patrimoine et en gestion d’actifs à l’échelle mondiale par le biais de diverses sociétés de services financiers. Depuis 1965, nous anticipons les besoins changeants des investisseurs et y répondons de manière fiable. Nous sommes animés par la volonté d’offrir aux particuliers et aux institutions des investissements et des conseils de la plus haute qualité. Notre engagement à fournir les niveaux de rendement les plus élevés signifie que, peu importe leur poste, les employés de CI doivent être à l’aise dans un environnement trépidant qui les poussera à exploiter tout leur potentiel. Les employés qui font preuve d’un degré d’ambition élevé, d’une volonté de faire preuve de curiosité intellectuelle pour apprendre en permanence et d’une disposition à se dépasser s’épanouissent chez CI.

Un environnement propice à la réussite

Nous offrons un environnement de travail en présentiel, des avantages sociaux concurrentiels et un milieu de travail bienveillant, afin de permettre à nos employés de s’épanouir tant sur le plan personnel que professionnel.

CE QUE NOUS OFFRONS

• Siège social moderne situé à distance de marche d’Union Station
• Remboursement de la formation
• Désignations professionnelles payées
• Régime d’épargne des employés (REE)
• Programme de rabais d’entreprise
• Avantages sociaux collectifs améliorés
• Programme de complément de congé parental
• Congés payés pour activités bénévoles

Nous nous concentrons sur la création d’une main-d’œuvre diversifiée et inclusive. Si vous êtes enthousiaste à l’idée de ce poste et que vous n’êtes pas certain de répondre à toutes les exigences de qualification, nous vous encourageons à postuler pour en apprendre davantage sur l’occasion.

CI Financial Corp. et toutes ses sociétés affiliées (« CI ») offrent un environnement de travail équitable et accessible. CI s’engage à prendre en compte les besoins d’accommodement pour les personnes handicapées.

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