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CI Financial Corp.
Vice President Financial Advisory LeadershipCI Financial Corp. • Winnipeg, Canada
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Vice President Financial Advisory Leadership

Vice President Financial Advisory Leadership

CI Financial Corp. • Winnipeg, Canada
4 days ago
Job type
  • Full-time
Job description
Join CI Financial as Vice President, overseeing a prestigious team of Wealth Advisors in Corporate Wealth. Shape the financial health of corporate clients with strategic leadership.

This role based in Toronto empowers you to lead and develop financial advisors while enhancing client engagement strategies. You will focus on driving revenue growth through innovative financial services, ensuring compliance, and developing high-performing teams in a supportive environment.

Key Responsibilities: • Mentor financial advisors to improve productivity and client retention • Identify growth opportunities to increase asset management • Collaborate with various internal stakeholders effectively • Ensure operations align with regulatory compliance standards • Facilitate business reviews and present insights to clients

Requirements: • Bachelor’s degree in business or finance; MBA preferred • 10 years in the financial services sector with a focus on client advisory • Proven sales track record and strategic development skills • Understanding of compliance in financial services • Strong leadership, analytical, and communication skills

Lead financial advisory excellence at CI Financial and empower teams to thrive. #J-18808-Ljbffr
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Vice President Financial Advisory Leadership • Winnipeg, Canada

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