Senior Consultant, Advisor Development

CI Financial; Toronto; On-site; CAD 93,000 - 143,000; 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

Paid time off for volunteering

Job summary

CI Financial is seeking a Senior Consultant, Advisor Development to deliver high-value consulting engagements that improve advisor performance and growth. You will partner with advisory teams, facilitate in-depth strategy sessions, and develop implementation plans that align with CI's sales goals.

The role emphasizes thought leadership in practice management, content development, and delivering educational programs. The position follows an in-office model with four days on-site weekly.

Qualifications

• 8+ years of financial services experience with significant exposure to advisory businesses.
• Demonstrated experience consulting to financial advisors or business owners.
• Exceptional facilitation, presentation, and communication skills.
• Strong understanding of advisor business models, succession planning, organizational design, team development, and business growth strategies.

Responsibilities

• Deliver sophisticated consulting engagements to strengthen advisor performance, growth strategies, and succession outcomes.
• Lead complex engagements: assessments, discovery meetings, workshops, and strategic planning sessions.
• Develop customized recommendations and implementation plans to help advisors hit objectives.
• Build strong relationships with advisors, dealer partners, and internal stakeholders.
• Design and deliver advisor education programs and thought leadership content.

Skills

Financial services

Advisory consulting

Facilitation

Communication

Strategic thinking

Stakeholder influence

Coaching credentials

Business development

Education

Bachelor's degree

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, Head of Practice Management, the Senior Consultant, Advisor Development is responsible for delivering sophisticated consulting engagements that help financial advisors strengthen business performance, team effectiveness, growth strategies, and succession outcomes.

This role partners with some of CI's most complex advisory teams, facilitating in-depth business discussions, assessments, strategic planning sessions, and leadership workshops. The Senior Consultant serves as a trusted advisor to financial professionals, provides industry thought leadership on practice management issues, and delivers customized solutions that support advisor growth while strengthening CI's relationships across key distribution channels.

The overall objective of this role is to drive business growth and support CI's sales goals through the delivery of high-value consulting engagements, educational programs, and strategic advisor development initiatives.

WHAT YOU WILL DO

Strategic Consulting & Advisor Engagement

• Act as a senior business consultant to financial advisors and advisory teams on business growth, organizational structure, team effectiveness, capacity, succession planning, leadership, client experience, operational excellence and more.
• Lead complex consulting engagements involving business assessments, discovery meetings, team workshops, and strategic planning sessions.
• Develop customized recommendations and implementation plans that help advisors achieve business objectives.
• Build strong relationships with key advisors, dealer partners, and internal stakeholders.

Thought Leadership & Practice Management Expertise

• Apply advanced practice management expertise and industry knowledge to meet the needs of advisors, channel partners, and internal clients.
• Research evolving practice management trends and identify opportunities to enhance advisor support.
• Act as a subject matter expert on advisor business management, industry trends, and leading practices.
• Contribute ideas for new consulting services, advisor resources, and educational initiatives.

Content Development & Presentation Delivery

• Design and deliver educational presentations, workshops, conference sessions, and strategic offsites for advisors and channel partners.
• Develop advisor-facing resources, tools, and thought leadership content that support advisor business growth.
• Represent Practice Management at conferences, dealer events, roadshows, and internal training sessions.
• Deliver dynamic presentations to audiences ranging from small advisor teams to large conference groups.

Strategic Projects

• Support CI's growth strategy through the identification and development of innovative advisor initiatives.
• Partner with Sales, National Accounts, and Marketing to strengthen advisor engagement and maximize the impact of Practice Management programs.
• Provide field insights that inform future content, consulting offerings, and business strategy.

WHAT YOU WILL BRING

• 8+ years of financial services experience with significant exposure to advisory businesses.
• Demonstrated experience consulting to financial advisors or business owners.
• Exceptional facilitation, presentation, and communication skills.
• Strong understanding of advisor business models, succession planning, organizational design, team development, and business growth strategies.
• Ability to lead complex business discussions and influence senior stakeholders.
• Proven ability to build credibility and trusted relationships with high-performing advisors.
• Coaching certification, consulting training, adult education training, or facilitation credentials are considered assets.
• Strong business acumen, strategic thinking, and problem-solving ability.

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.

This role follows our in office work model and requires employees to be onsite four days per week to support collaboration and business needs.

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.

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.