Advisor Development Consultant — Workshops & Strategy

CI Financial; Toronto; On-site; CAD 70,000 - 120,000; Full time

Benefits offered by this job

Health insurance coverage

Wellness programs

Life and disability insurance

Retirement savings plans

Paid leave programs

Education-related programs

Paid holidays and vacation time

Job summary

CI Financial Corp. in Canada is seeking a Consultant, Advisor Development to partner with financial advisors on practice management topics, from planning to client service models.

You will deliver consultations, workshops, and educational programs to strengthen advisory businesses and support CI's growth objectives. The role requires 3–7 years in financial services, strong communication and facilitation skills, and the ability to translate complex concepts into practical tools.

Qualifications

• 3-7 years of financial services experience.
• Experience delivering presentations, workshops, trainings, or educational programs.
• Understanding of advisory practice fundamentals and evolving financial services landscape.

Responsibilities

• Act as a business consultant to financial advisors on practice management topics.
• Deliver consultations, workshops, webinars, and educational sessions.
• Collaborate with internal stakeholders to support advisor development and CI's growth objectives.

Skills

Oral and written communication

Relationship management

Facilitation skills

Public speaking

Education

Post-secondary education in business/marketing/communications

Tools

Microsoft Office (PowerPoint)

Job description

CI Financial Corp. in Canada is seeking a Consultant, Advisor Development to partner with financial advisors on practice management topics, from planning to client service models.

You will deliver consultations, workshops, and educational programs to strengthen advisory businesses and support CI's growth objectives. The role requires 3–7 years in financial services, strong communication and facilitation skills, and the ability to translate complex concepts into practical tools.