At a Glance
- Tasks: Lead and mentor financial advisors to enhance client satisfaction and drive growth.
- Company: Join CI, a leader in wealth management with a focus on innovation.
- Benefits: Competitive salary, leadership development, and a dynamic work environment.
- Other info: Opportunity to develop future leaders and advance your career.
- Why this job: Shape the future of financial advisory services and make a real impact.
- Qualifications: 7-10+ years in wealth management and strong leadership skills required.
The predicted salary is between 126000 - 154000 $ per year.
Drive success at CI as the Vice President of Wealth Management Strategies, focusing on enhancing financial advisory practices.
Engage deeply with advisors to support growth and client satisfaction.
CI seeks a Regional Vice President for its Wealth Advisory division.
This role emphasizes overseeing financial advisors, providing ongoing support, and boosting efficiency in their practices.
Collaborating with internal teams, you'll craft strategies that enhance advisor performance and promote the delivery of outstanding client service.
Your leadership will be essential in developing future leaders within our advisory group.
Key
Responsibilities
- Mentor and coach financial advisors in a defined region
- Align advisor goals with corporate objectives
- Identify opportunities for asset growth and client engagement
- Monitor performance metrics and implement improvement plans
- Ensure effective compliance with regulations
Requirements
- Bachelor’s degree essential; MBA or advanced designation preferred
- 7-10+ years in wealth management
- Proven ability in managing client-facing teams
- Strong understanding of advisor business dynamics
- Bilingual capability in French and English an asset
Advance your career at CI, where you will shape the future of financial advisory services. #J-18808-Ljbffr
Vice President, Wealth Management Strategies in Montréal employer: CI Financial Corp.
CI Financial is an exceptional employer that fosters a supportive and inclusive work environment, empowering employees to take ownership of meaningful projects while promoting professional growth. Located in a modern headquarters near Union Station, we offer competitive benefits, training reimbursement, and a culture that values continuous learning and innovation, making it an ideal place for ambitious individuals looking to thrive in the financial services sector.
