Chez CI, nous considérons qu’un excellent lieu de travail est un endroit sécuritaire où chacun peut s’exprimer, où les employés ont la possibilité de s’investir dans un travail valorisant, où ils ont l’occasion de se dépasser pour progresser, où ils peuvent travailler sur des produits et des projets innovants, et où ils sont soutenus et encouragés dans leurs efforts.
Reporting to the VP of Practice Management of CIGAM, the Consultant, Advisor Development is responsible for delivering consultations, workshops, and educational programs that help financial advisors strengthen their businesses and improve outcomes.
This role works directly with advisors on foundational and intermediate practice management topics, helping them implement proven business strategies, best practices, and tools. The Consultant supports advisor development through consultations, presentations, and educational programming while helping identify opportunities for more advanced strategic engagement.
The overall objective of this role is to support advisor success, strengthen advisor relationships, and increase awareness and utilization of Practice Management resources in support of CI's broader sales goals.
What You Will Do
Advisor Consultation & Business Support
- Act as a business consultant to financial advisors on core practice management topics, including business planning, segmentation, client service models, capacity management, team structure, workflow efficiency, marketing, and business development.
- Conduct virtual and in-person consultation meetings with financial advisors and advisory teams.
- Use established Practice Management frameworks, tools, and resources to help advisors improve business performance.
- Identify advisor needs and recommend appropriate solutions, resources, or follow-up support.
- Recognize opportunities that may benefit from more advanced strategic consulting support and collaborate with Senior Consultants as appropriate.
Educational Programs & Workshop Delivery
- Deliver advisor presentations, workshops, webinars, and educational sessions.
- Facilitate practical and engaging discussions for advisors, channel partners, and internal clients.
- Adapt existing content and examples to reflect different advisor audiences, business models, and needs.
- Support conference presentations, branch events, roadshows, and internal training initiatives.
Content & Resource Development
- Research industry trends, advisor challenges, and benchmarks to support content development efforts.
- Contribute to the development of advisor tools, worksheets, articles, presentations, and educational resources.
- Gather advisor feedback and field insights to help shape future Practice Management initiatives.
- Support digital engagement initiatives, including blogs, videos, podcasts, and webinars.
Collaboration & Project Support
- Partner with Sales, National Accounts, Marketing, and other internal stakeholders to support advisor development efforts.
- Contribute ideas and recommendations that enhance Practice Management programs and advisor engagement.
- Participate in special projects and team initiatives that support CI's growth objectives.
- Build strong relationships with advisors across CI's key distribution channels to increase awareness and use of Practice Management programs and tools.
What You Will Bring
- 3-7 years of financial services experience, with exposure to financial advisors or advisory businesses.
- Post-secondary education in business, marketing, communications, or a related field.
- Strong interest in business consulting, coaching, and advisor development.
- Experience delivering presentations, workshops, training sessions, or educational programs.
- Understanding of advisory practice fundamentals, advisor business models, and the evolving financial services landscape
- Strong oral and written communication, relationship management, and facilitation skills.
- Ability to simplify complex concepts and communicate them effectively for a specific audience.
- Demonstrated initiative, accountability, sound business judgement, and commitment to professional development.
- Ability to work independently and collaboratively, manage competing priorities, and deliver high-quality work on time.
- Strong time-management and organizational skills, with acute attention to detail.
- Professional maturity and emotional intelligence when working with advisors, colleagues, senior management, and external partners.
- Flexibility and adaptability when dealing with changing priorities and business needs.
- Strong knowledge of Microsoft Office, particularly PowerPoint.
- Coaching certification, adult education, facilitation, presentation, or instructional design training is considered an asset.
- Business travel will be required within this role, approximately 20%-30% of the time.
This role follows our in office work model and requires employees to be onsite four days per week to support collaboration and business needs.
This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $69,500 to $119,500. 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.
Financière CI est une société indépendante offrant des services de conseil en gestion de patrimoine et en gestion d’actifs à l’échelle mondiale par le biais de diverses sociétés de services financiers. Depuis 1965, nous anticipons les besoins changeants des investisseurs et y répondons de manière fiable. Nous sommes animés par la volonté d’offrir aux particuliers et aux institutions des investissements et des conseils de la plus haute qualité. Notre engagement à fournir les niveaux de rendement les plus élevés signifie que, peu importe leur poste, les employés de CI doivent être à l’aise dans un environnement trépidant qui les poussera à exploiter tout leur potentiel. Les employés qui font preuve d’un degré d’ambition élevé, d’une volonté de faire preuve de curiosité intellectuelle pour apprendre en permanence et d’une disposition à se dépasser s’épanouissent chez CI.
Un environnement propice à la réussite
Nous offrons un environnement de travail en présentiel, des avantages sociaux concurrentiels et un milieu de travail bienveillant, afin de permettre à nos employés de s’épanouir tant sur le plan personnel que professionnel.
CE QUE NOUS OFFRONS
- Siège social moderne situé à distance de marche d’Union Station
- Remboursement de la formation
- Désignations professionnelles payées
- Régime d’épargne des employés (REE)
- Programme de rabais d’entreprise
- Avantages sociaux collectifs améliorés
- Programme de complément de congé parental
- Congés payés pour activités bénévoles
Nous nous concentrons sur la création d’une main-d’œuvre diversifiée et inclusive. Si vous êtes enthousiaste à l’idée de ce poste et que vous n’êtes pas certain de répondre à toutes les exigences de qualification, nous vous encourageons à postuler pour en apprendre davantage sur l’occasion.
Vous pouvez soumettre votre curriculum vitæ en toute confidentialité en cliquant sur « Postuler ». Nous ne communiquerons qu’avec les candidats sélectionnés pour une entrevue. CI Financial Corp. et toutes ses sociétés affiliées (« CI ») offrent un environnement de travail équitable et accessible. CI s’engage à prendre en compte les besoins d’accommodement pour les personnes handicapées. Si vous avez besoin de mesures d’adaptation pour postuler une offre d’emploi, ou si vous avez besoin que cette offre soit publiée dans un autre format, ou si ce besoin se fait sentir à toute autre étape du processus de recrutement, communiquez avec nous à l’adresse accessible.recruitment@ci.com, ou appelez le 416 364-1145, poste 4747.
