Regional Vice President, Wealth

CI Financial; Toronto; On-site; CAD 150,000 - 210,000; Full time

Benefits offered by this job

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

Job summary

CI Financial is seeking a Regional Vice President, Wealth Advisory to lead a portfolio of advisor practices in an assigned territory, driving growth and operational efficiency. You will partner with advisors to develop business plans, coach on productivity and client engagement, and ensure compliance across the network.

With 7–10+ years in wealth management or advisor-facing roles, you will influence outcomes, attract new advisors, and collaborate with marketing, compliance, and operations to

Qualifications

• Bachelor’s degree in a relevant field; MBA or advanced designation is an asset.
• Proven track record in wealth management and advisor-facing roles.
• Strong leadership and coaching abilities with a client-centric approach.

Responsibilities

• Oversee a defined territory of financial advisor practices with coaching and strategic guidance.
• Drive revenue growth by increasing assets under management and client engagement; manage KPIs.
• Collaborate with advisors to develop business plans aligned with firm goals.
• Ensure practices comply with regulatory requirements and operate efficiently.
• Build strong relationships with advisors and internal stakeholders to drive success.

Skills

Wealth management

Sales leadership

Advisor coaching

KPI tracking

Regulatory knowledge

Education

Bachelor's degree; MBA or advanced designation asset

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.

The Regional Vice President, Wealth Advisory is responsible for leading and supporting a portfolio of advisor practices within an assigned territory. Working closely with the President, CI Wealth, this role focuses on driving business growth, enhancing operation efficiency, and ensuring the overall success of financial advisor practices. The Regional Vice President acts as a strategic partner to advisors, helping them optimize performance, grow assets under management and deliver exceptional client experiences. With the VP, Practice Management, this role will be essential to developing talent and career paths for our internal advisory group.

What You Will Do:

• Oversee a defined territory of financial advisor practices, providing ongoing coaching and strategic guidance.
• Monitor advisor productivity and impact and alignment with the firm objectives - managing to our advisor KPI’s, ranging from client retention and growth, servicing, broadening revenue sources and the delivery of segmented, wealth planning advice
• Partner with advisors to develop business plans aligned with organizational goals.
• Support advisors in improving productivity, client acquisition and retention strategies
• Act as the primary liaison between advisors and head office functions.

Sales Growth and Business Development

• Drive revenue growth by identifying opportunities to increase asset under management and client penetration.
• Coach advisors on sales strategies, pipeline management and client engagements.
• Monitor key performance metric and implement action plans to address gaps.
• Support the Business Development team in attracting new advisors to our network.

Operations:

• Ensure advisor practices operate efficiently and in alignment with firm policies and regulatory requirements.
• Identify and implement best practices to enhance client service delivery.
• Support technology adoption and process improvements with advisor practices.

Leadership and Relationship Management

• Build strong, trusted relationships with advisors and their teams.
• Influence and motivate advisors to achieve business objectives.
• Collaborate with internal stake holders across distribution, marketing, compliance and operations.
• Attract new Financial Advisors to the program through networking and pro active outreach.

What You Will Bring:

• Bachelor’s degree (MBA or advanced designation is an asset)
• 7-10+ years of experience in wealth management, financial services or advisor facing role.
• Proven track record of driving sales growth and managing client facing teams.
• Strong understanding of financial advisor business models and practice management.
• Knowledge of regulatory and compliance frameworks within financial services.

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.

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.

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.