Director, Strategy

CI Financial; Toronto; On-site; CAD 100,000 - 130,000; Full time

Job summary

CI Financial is seeking a Director of Strategy in Toronto to shape and execute the strategic vision in Sales and Wealth Services. This role involves collaborating with key leaders to drive growth, enhance client relationships, and optimize operations. The ideal candidate will have significant experience in the wealth industry and possess strong analytical, communication, and organizational skills.

Benefits

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

Qualifications

• 3-5 years in wealth industry or consulting, focusing on sales strategy.
• Strong analytical and problem-solving skills.
• Exceptional verbal and written communication skills.

Responsibilities

• Develop and implement growth strategies in Sales and Wealth Services.
• Analyze market trends and client needs to inform decision-making.
• Oversee the development and utilization of sales tools and reporting mechanisms.

Skills

Analytical Skills

Communication

Strategic Thinking

Organizational Skills

Education

Bachelor’s degree in Finance, Business Administration, Economics

Further education related to insurance, wealth planning, and/or financial analysis

Job description

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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 Director, Strategy will play a pivotal role in shaping and executing the strategic vision within CI Canadian Wealth, with a focus on Sales and Wealth Services. This position involves collaborating closely with the Head of Sales and Wealth Services and other key leaders to drive growth, enhance client and advisor relationships, and optimize business operations.

WHAT YOU WILL DO

• Partner with the Head of Sales and Wealth Services to develop, refine, and implement growth strategies across the team focusing on: Wealth Planning, Insurance Services, Private Client and business development within Sales.
• Analyze market trends, client needs, and competitive landscape to inform decision-making and identify opportunities.
• Translate high-level strategies into actionable plans and ensure their execution across the Sales & Wealth Services team.
• Strong ability to balance strategic vision with attention to detail, ensuring both long-term goals and everyday priorities are addressed effectively.
• Streamline sales and wealth services operations by identifying inefficiencies and implementing best practices.
• Oversee the development and utilization of sales tools, CRM systems, and reporting mechanisms to enhance productivity.
• Monitor key performance indicators (KPIs) and sales metrics, ensuring alignment with targets and delivering insights to senior leadership.
• Demonstrated professional maturity, including the ability to maintain composure in high-pressure situations, navigate complex dynamics with diplomacy, and make well-reasoned decisions.
• Act as a liaison between the Head of Sales and Wealth Services and other departments to coordinate effective delivery of programs and improved operations.
• Promote alignment and constructive collaboration across teams to enhance the client experience and achieve organizational goals.
• Facilitate communication and collaboration with external stakeholders, such as strategic partners and clients.
• Lead and manage key initiatives and projects, ensuring timely delivery and successful outcomes.
• Track progress, allocate resources, and address challenges to keep projects on course.

WHAT YOU WILL BRING

• Experience: 3-5 years of experience in the wealth industry or consulting, with a focus on sales strategy, business development, insurance or distribution.
• Education: A Bachelor’s degree in Finance, Business Administration, Economics, or related experience. Further education related to insurance, wealth planning and/or financial analysis is preferred.
• Analytical Skills: Strong analytical and problem-solving skills, with the ability to synthesize complex data into actionable insights.
• Communication: Exceptional verbal and written communication skills, with the ability to influence.
• Strategic Thinking: A strategic mindset with the ability to think long-term while also managing short-term priorities.
• Organizational Skills: Strong project management skills, ability to manage multiple projects at the same time while meeting crucial deadlines.
• Exposure to wealth planning and wealth advisory businesses is preferred

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.

Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. 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.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Finance

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