At a Glance
- Tasks: Lead financial advisors to boost productivity and drive revenue growth.
- Company: Join CI Financial, a leader in wealth management innovation.
- Benefits: Competitive salary, career advancement, and a dynamic work environment.
- Other info: Bilingual skills in French and English are a plus!
- Why this job: Shape the future of wealth management and inspire success in others.
- Qualifications: Bachelor's degree with 7-10 years in wealth management; sales experience required.
The predicted salary is between 121500 - 148500 $ per year.
Drive advisor success and revenue growth as a Regional Growth Leader at CI Financial. Shape the future of wealth management with your leadership.
As a Regional Vice President, you will support financial advisors by enhancing their productivity and aligning their roles with the broader organizational goals.
Your leadership will focus on developing and executing strategies that foster client retention and increase asset growth.
Establishing strong relationships and ensuring compliance will be key to your success.
Key
Responsibilities
- Supervise designated financial advisor practices
- Develop plans to improve advisor productivity
- Foster revenue growth through client engagement
- Ensure compliance with regulations and policies
- Build trusted relationships with advisor teams
Requirements
- Bachelor's degree; MBA or similar certification preferred
- 7-10 years of experience in wealth management
- Proven track record in sales growth
- Understanding of regulatory frameworks
- Bilingual in French and English is advantageous
Join CI Financial to inspire and elevate advisors while pushing the boundaries of wealth management. #J-18808-Ljbffr
CI Financial Regional Growth Leader in Montréal employer: CI Financial
CI Financial is an exceptional employer that fosters a collaborative and innovative work culture in the heart of Toronto. With a strong commitment to employee growth, we offer comprehensive training programs and career advancement opportunities, ensuring that our team members thrive in their roles. Join us to be part of a dynamic environment where your contributions directly impact the success of our M&A operations and integrations.
