Consultant, Advisor Development

CI Investments Inc.; Canada; On-site; CAD 70,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Wellness programs

Life and disability insurance

Retirement savings plans

Paid leave programs

Education-related programs

Paid holidays and vacation time

Volunteer time off

Job summary

CI Investments Inc. is seeking a Consultant, Advisor Development to deliver consultations, workshops, and educational programs that strengthen financial advisors' businesses and outcomes.

The role collaborates with internal teams to implement proven strategies and tools to enhance advisor success and engagement with CI's Practice Management resources. Reporting to the VP of Practice Management of CIGAM, the consultant will conduct virtual and in-person meetings, develop content, and support

Qualifications

• 3-7 years of financial services experience, with exposure to financial advisors or advisory businesses.
• Post-secondary education in business, marketing, communications, or a related field.
• Strong interest in business consulting, coaching, and advisor development.
• Experience delivering presentations, workshops, training sessions, or educational programs.
• Understanding of advisory practice fundamentals, advisor business models, and the evolving financial services landscape.
• Strong oral and written communication, relationship management, and facilitation skills.
• Ability to simplify complex concepts and communicate them effectively for a specific audience.
• Demonstrated initiative, accountability, sound business judgement, and commitment to professional development.
• Ability to work independently and collaboratively, manage competing priorities, and deliver high-quality work on time.
• Strong time-management and organizational skills, with acute attention to detail.

Responsibilities

• Act as a business consultant to financial advisors on core practice management topics such as business planning, segmentation, client service models, capacity management, team structure, workflow efficiency, marketing, and business development.
• Conduct virtual and in-person consultation meetings with financial advisors and advisory teams.
• Use Practice Management frameworks, tools, and resources to help advisors improve business performance.
• Identify advisor needs and recommend appropriate solutions, resources, or follow-up support.
• Recognize opportunities for more advanced strategic consulting support and collaborate with Senior Consultants as appropriate.
• Deliver advisor presentations, workshops, webinars, and educational sessions.
• Facilitate practical and engaging discussions for advisors, channel partners, and internal clients.
• Adapt content to reflect different advisor audiences, business models, and needs.
• Support conference presentations, branch events, roadshows, and internal training initiatives.
• Research industry trends, advisor challenges, and benchmarks to support content development efforts.
• Contribute to the development of advisor tools, worksheets, articles, presentations, and educational resources.
• Gather advisor feedback and field insights to shape future Practice Management initiatives.
• Support digital engagement initiatives, including blogs, videos, podcasts, and webinars.
• Partner with Sales, National Accounts, Marketing, and other stakeholders to support advisor development efforts.
• Contribute ideas to enhance Practice Management programs and advisor engagement.
• Participate in special projects and team initiatives that support CI's growth objectives.
• Build relationships with advisors across CI's distribution channels to increase awareness and use of programs and tools.

Skills

Financial services experience

Consulting mindset

Presentation delivery

Relationship management

Time management

Education

Post-secondary education in business/marketing/communications

Tools

Microsoft PowerPoint

Job description

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. Reporting to the VP of Practice Management of CIGAM, the Consultant, Advisor Development is responsible for delivering consultations, workshops, and educational programs that help financial advisors strengthen their businesses and improve outcomes. This role works directly with advisors on foundational and intermediate practice management topics, helping them implement proven business strategies, best practices, and tools. The Consultant supports advisor development through consultations, presentations, and educational programming while helping identify opportunities for more advanced strategic engagement. The overall objective of this role is to support advisor success, strengthen advisor relationships, and increase awareness and utilization of Practice Management resources in support of CI's broader sales goals.

WHAT YOU WILL DO

Advisor Consultation & Business Support

Act as a business consultant to financial advisors on core practice management topics, including business planning, segmentation, client service models, capacity management, team structure, workflow efficiency, marketing, and business development.

Conduct virtual and in-person consultation meetings with financial advisors and advisory teams.

Use established Practice Management frameworks, tools, and resources to help advisors improve business performance.

Identify advisor needs and recommend appropriate solutions, resources, or follow-up support.

Recognize opportunities that may benefit from more advanced strategic consulting support and collaborate with Senior Consultants as appropriate.

Educational Programs & Workshop Delivery

Deliver advisor presentations, workshops, webinars, and educational sessions.

Facilitate practical and engaging discussions for advisors, channel partners, and internal clients.

Adapt existing content and examples to reflect different advisor audiences, business models, and needs.

Support conference presentations, branch events, roadshows, and internal training initiatives.

Content & Resource Development

Research industry trends, advisor challenges, and benchmarks to support content development efforts.

Contribute to the development of advisor tools, worksheets, articles, presentations, and educational resources.

Gather advisor feedback and field insights to help shape future Practice Management initiatives.

Support digital engagement initiatives, including blogs, videos, podcasts, and webinars.

Collaboration & Project Support

Partner with Sales, National Accounts, Marketing, and other internal stakeholders to support advisor development efforts.

Contribute ideas and recommendations that enhance Practice Management programs and advisor engagement.

Participate in special projects and team initiatives that support CI's growth objectives.

Build strong relationships with advisors across CI's key distribution channels to increase awareness and use of Practice Management programs and tools.

WHAT YOU WILL BRING

• 3-7 years of financial services experience, with exposure to financial advisors or advisory businesses.
• Post-secondary education in business, marketing, communications, or a related field.
• Strong interest in business consulting, coaching, and advisor development.
• Experience delivering presentations, workshops, training sessions, or educational programs.
• Understanding of advisory practice fundamentals, advisor business models, and the evolving financial services landscape.
• Strong oral and written communication, relationship management, and facilitation skills.
• Ability to simplify complex concepts and communicate them effectively for a specific audience.
• Demonstrated initiative, accountability, sound business judgement, and commitment to professional development.
• Ability to work independently and collaboratively, manage competing priorities, and deliver high-quality work on time.
• Strong time-management and organizational skills, with acute attention to detail.
• Professional maturity and emotional intelligence when working with advisors, colleagues, senior management, and external partners.
• Flexibility and adaptability when dealing with changing priorities and business needs.
• Strong knowledge of Microsoft Office, particularly PowerPoint.
• Coaching certification, adult education, facilitation, presentation, or instructional design training is considered an asset.
• Business travel will be required within this role, approximately 20%–30% of the time.
• This role follows our in office work model and requires employees to be onsite four days per week to support collaboration and business needs.
• This opportunity is for an existing vacancy with the company.

Salary and Benefits

The anticipated base salary range for this position is$69,500 to $119,500. 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.

• health insurance coverage
• wellness programs
• life and disability insurance
• retirement savings plans
• paid leave programs
• education-related programs
• paid holidays and vacation time
• many others

Company Overview

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.

We are driven by a 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

A supportive workplace to help our employees thrive both personally and professionally. We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave
• Top–up program
• Paid time off for Volunteering

We are focused on building a diverse and inclusive workforce.

CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities.

If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at [e-mail], or call 416-364-1145 ext. 4747.

CI Financial is an independent company offering global wealth management and asset management advisory services. 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.