Vice President, Practice Management

CI Financial; Toronto; On-site; CAD 180,000 - 260,000; Full time

Benefits offered by this job

Enhanced benefits

Parental leave top-up

Paid professional designations

Training reimbursement

Corporate discount

Volunteer time off

ESP

Job summary

CI Financial seeks a senior leader to shape national advisor practice management, driving growth, onboarding, and coaching across the Wealth Advisory Group.

The Vice President will partner with regional leaders and business teams to enhance advisor productivity, client experience, and scalable adoption of tools and programs.

Qualifications

• Bachelors in Business, Finance, Commerce or related field.
• MBA, CFA, CFP, CIM or similar designation is an asset.
• 12–15+ years in progressive leadership within wealth management or advisor support.
• Experience leading onboarding, practice management and growth initiatives.
• Strong knowledge of Canadian regulatory and compliance frameworks.

Responsibilities

• Develop and execute a national advisor practice management strategy aligned with growth objectives.
• Serve as strategic advisor to leadership on advisor experience, productivity and recruitment.
• Build scalable coaching programs to improve advisor effectiveness and profitability.
• Lead cross-functional collaboration with Compliance, Operations, Technology, Marketing and Product.
• Drive advisor recruitment, onboarding and retention across regions.

Skills

Leadership

Strategic planning

Advisor productivity

Growth strategy

Coaching

Cross-functional leadership

Stakeholder management

Education

MBA

CFA/CFP/CIM (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 Vice President, Practice Management is a senior leadership role responsible for establishing and executing the national strategy for advisor productivity, practice management, and growth across the Wealth Advisory Group.

This role serves as a key member of the leadership team and is accountable for accelerating advisor success through scalable practice management frameworks, business development initiatives, and advisor coaching strategies. This role will build the training and support framework to develop and attract advisors, deliver a leading client experience that is consistent, repeatable and powered where possible by common tools, technology and training.

Working closely with Regional Leaders, Business Development leaders, Operations, Compliance, Marketing, and Technology teams, the Vice President will drive advisor recruitment success, increase advisor productivity, improve client experience, and support the long-term growth of the advisor business.

The successful candidate combines deep wealth management expertise, strong commercial acumen, and proven leadership capabilities with the ability to influence advisors and senior stakeholders across multiple regions.

WHAT YOU WILL DO:

Strategic Leadership

• Develop and execute a national advisor practice management strategy aligned with the firm's growth objectives.
• Serve as a strategic advisor to senior leadership on advisor experience, advisor productivity, recruiting effectiveness, and business growth opportunities.
• Establish long-term priorities, success metrics, and operating plans to support advisor acquisition, integration, retention, and practice growth.
• Lead initiatives that enhance advisor engagement and client experience across the network.
• Build and lead a comprehensive practice management platform focused on advisor growth, client acquisition, practice optimization, succession planning, and operational excellence.
• Establish best practices across business planning, client segmentation, service models, workflow management, and advisor operating models.
• Develop scalable coaching programs that support business development, advisor effectiveness, productivity, and profitability.
• Identify opportunities to increase advisor adoption of practice management tools, technology solutions, and growth programs.
• Drive initiatives that enhance advisor performance and strengthen competitive differentiation in the marketplace.

Advisor Productivity & Performance

• Support establishment of key performance indicators and benchmarks for advisor success.
• Partner with RVP’s to identify performance gaps and implement targeted growth and improvement plans.
• Analyze advisor productivity trends and develop strategies that support business growth, asset gathering, and client retention.
• Support advisors in maximizing practice value and delivering exceptional client experiences.

Leadership & Cross-Functional Collaboration

• Lead, mentor, and develop a high-performing team focused on practice management excellence.
• Work closely with Compliance, Operations, Technology, Marketing, and Product teams to ensure seamless advisor support and execution.
• Champion technology adoption and digital enablement initiatives that improve advisor and client experiences.
• Influence organizational priorities and advocate for advisor needs across the enterprise.

Business Development & Advisor Recruitment Support

• Partner with business development leaders to attract high-quality advisors and advisor teams to the organization.
• Participate in strategic recruitment efforts by communicating the firm's advisor value proposition, onboarding capabilities, and practice management offerings.
• Support advisor transition planning and integration strategies that maximize recruiting success and retention outcomes.

WHAT YOU WILL BRING

• Bachelor's degree in Business, Finance, Commerce, or a related field.
• MBA, CFA, CFP, CIM, or other advanced professional designation is considered an asset.
• 12-15+ years of progressive leadership experience within wealth management, financial services, or advisor support organizations.
• Significant experience leading advisor onboarding, practice management, business consulting, sales enablement, or advisor growth initiatives.
• Deep understanding of advisor business models, wealth management operations, and practice management methodologies.
• Proven success developing and executing large-scale strategic initiatives that drive measurable business outcomes.
• Strong understanding of regulatory, compliance, and operational frameworks within the Canadian wealth management industry.
• Demonstrated ability to influence senior leaders, build stakeholder relationships, and drive organizational change.
• Demonstrated coaching experience with the ability to translate coaching efforts to operational impact.
• Exceptional leadership, communication, coaching, and presentation skills.
• Strong analytical and commercial mindset with the ability to leverage data to drive decision-making and results.

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

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.