Regional VP, Wealth Advisory: Growth & Strategy

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

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