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
This posting is for an existing vacancy in Wellington-Altus's Toronto office.Founded in 2017, Wellington-Altus Financial Inc.Wellington-Altus) is one of Canada’s Top Growing Companies* and the pare... Show more
La Banque de l’infrastructure du Canada (BIC), dont le siège social est à Toronto, a la responsabilité d’investir dans de nouveaux projets d’infrastructures.La mission de la BIC est de travailler a... Show more
One of Canada’s Most Trusted Investment Brands.Picton Mahoney Asset Management (PICTON Investments).Founded by industry pioneer David Picton, we’ve spent 20 years challenging conventional wisdom an... Show more
Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.Senior Financial Ad... Show more
An international infrastructure firm in Toronto is seeking an Associate for Investor Relations.This role supports investor communication for Brookfield’s publicly traded companies and involves crea... Show more
A management consulting firm in Toronto is seeking an Associate to join their Financial Services Practice.The position involves project management and collaboration within a dynamic team.Ideal cand... Show more
The role focuses on Business Development for our Investment Solutions and Products within the broader BDCC structure and has a dual reporting to the firm’s Chief Investment Officer and Head of Nort... Show more
Take on a pivotal role as a Senior Associate Consultant at TELUS, specializing in Group Annuity administration and client relationship management.This role is ideal for detail-oriented professional... Show more
We are looking for an Associate advisor and Operations Manager in our Toronto location managing client investments, relationships, initiating, implementing and maintaining operations with our advis... Show more
A prominent wealth management firm in downtown Toronto seeks an Associate Investment Advisor.The role involves managing HNW clients, contributing to investment strategies, and executing trades.Cand... Show more
A leading investment firm in Toronto seeks a Senior Associate for their corporate development and private equity team.This role involves generating and executing investments, preparing investment m... Show more
Enhance your career with iCapital as an Investor Relations Associate, specializing in the Canadian market.Connect with financial advisors and clients to optimize the investment experience using iCa... Show more
Operations Associate, Private Client Investment Services.This range is provided by Hillsdale Investment Management Inc.Your actual pay will be based on your skills and experience — talk with your r... Show more
We are looking for an Investment Funds Inside Sales Associate to join our Sales Team.We are seeking job candidates with experience in the investment / mutual fund industry.The successful candidate ... Show more
NADG is a privately owned, vertically integrated real estate platform with over $6 billion of assets under management.NADG has been active in the acquisition and development / redevelopment of over... Show more
We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.CG pro... Show more
As an Associate at JPMorgan, you will join one of the world’s top five most admired and prominent companies.For JPMorgan, people are our strength and the diverse talents they bring to our global wo... Show more
We're partnering with a leading insurance & investments organization to hire an.Investment System Implementation Leader.Investment Finance function, specifically with an investment system conversio... Show more
Step into a Client-Focused Investment Advisor role at Tangerine.Deliver unique investment solutions and empower Canadians to achieve their financial goals through exceptional service.In this Level ... Show more
This range is provided by BJRC Recruiting.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Is one of Canada's largest hedge funds.Oversee daily o... Show more
