Director, Demand Generation

Blackline Safety; Calgary; On-site; CAD 93,000 - 143,000; Full time

Benefits offered by this job

Bonus program

Health insurance

Retirement plan

Paid time off

Training reimbursement

Professional designations

Job summary

CI Financial seeks a Director, Advisor Development to identify and develop business strategies that enhance reach and reputation among financial advisors and channel partners.

The role builds and delivers practice management educational programs, tools, and thought leadership to maximize resources and drive growth. It requires leadership in workshop delivery and partnerships across CI’s distribution channels.

Qualifications

• 8+ years in financial services, advisory practices
• Post-secondary education in business, marketing or communication
• Coaching or adult education training is an asset
• Strong oral communication, presentation and facilitation skills
• Deep understanding of advisory practice elements and evolving landscape
• Ability to work independently and manage stakeholders
• Proven ability to translate complex content for diverse audiences
• Strategic and critical thinking with creative problem-solving

Responsibilities

• Act as business consultant to financial advisors on models, branding and service levels
• Apply practice management expertise to meet client needs
• Research trends to identify solutions and implementation methods
• Pitch ideas for practice management content to teams and clients
• Design digital engagement content (blogs, videos, podcasts) for advisors
• Develop workshops and educational presentations for advisors
• Provide strategic thinking to support CI’s growth and partner relations
• Deliver advisor workshops and educational sessions
• Identify new ways to strengthen CI’s relationships with key partners
• Support strategy execution from a practice management perspective

Skills

Business consulting

Stakeholder management

Adult learning theory

Oral communication

Presentation skills

Strategic thinking

Relationship building

Time management

Independent working

Project management

Facilitation

Microsoft Office (PowerPoint)

Education

Post-secondary education in business/marketing/communication

Coaching certificate

Adult education/training certification

Tools

Microsoft Office

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 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.

WHAT YOU WILL DO

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 judgement

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.

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

• 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. 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.