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Added 1 hour ago
RB
Branch Manager Advisor
Royal Bank of Canada
Petrolia, ON
- Full-time
As a Branch Manager Advisor you fulfill a critical hybrid role in the branch with 40-50% of your time spent providing advice to clients as a Financial Advisor and 50-60% in a Branch…
Added 1 hour ago
RB
Financial Advisor Intern
Royal Bank of Canada
Oshawa, ON
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 1 hour ago
TO
HR Business Partner
The Ottawa Hospital
Ottawa, ON
- Full-time
As an HR Business Partner (HRBP), you will be a trusted advisor on all talent matters, providing professional and proactive human resources support and service to a designated client group.…
Added 1 hour ago
SL
Director, Tax and Estate Planning
Sun Life
Vancouver, BC · AB · BC · British Columbia Telecommuters
- Full-time
Client-facing expert in a wide range of legal, tax, estate and financial planning tools and processes. Role partners with Estate & Financial Planning Services (EFPS) team, Advisors and…
Added 1 hour ago
Client Success Manager - Toronto, CAN
WiredScore
Canada
We're hiring a Client Success Manager to join our North American team and take ownership of a strategic portfolio of commercial real estate clients. This is a commercially focused,…
Added 2 hours ago
Destination Expert - North America
Kensington
Canada
Kensington delivers the world’s most personal travel experiences. We bring to life each client’s desire to travel in a way that’s tailored specifically for them, in the company of local…
Added 2 hours ago
AH
Senior Director, Home Care, Access and Transitions, Social Work
Alberta Health Services
Lethbridge, AB
- Full-time
…continuous evolution of these critical services. As a trusted advisor to senior leadership and system partners, this influential role spans the full client journey, from access, assessment,…
Added 2 hours ago
AH
Senior Director, CC Homes, Specialized Clinical Programs
Alberta Health Services
Lethbridge, AB
- Full-time
…performance expectations that guide care delivery. A trusted advisor to senior leadership and system partners, the Senior Director leads transformative strategies that advance quality,…
Added 2 hours ago
PE
Field Safety Advisor
Pitbull Energy Services
Fort McMurray, AB · Leduc, AB
- $90,000 to $100,000 CAD / year
- Full-time
Pitbull Energy Services is seeking an experienced and proactive Field Safety Advisor to support Health, Safety, and Environmental performance across active field operations. This role is…
Added 2 hours ago
CI
Gestionnaire principal de projet bilingue (Nucléaire) /Senior Project Manager (Nuclear)
Calian in Space & Technology
Trois-Rivières, QC
- Full-time
Added 3 hours ago
A
Service Delivery Lead Manager
Avanade
Toronto, ON
- Full-time
Build trusted advisor relationships with client technology and business teams.
Added 3 hours ago
S
Paid Services Beauty Advisor - Part Time
sephora.com
Toronto, ON
- $19.7 to $23.2 CAD / hour
As our Paid Service Beauty Advisor, you are an expert in all thing’s beauty! You’re here to guide our clients on their beauty journey at the Beauty Studio & beyond. It’s not just about the…
Added 3 hours ago
S
Beauty Advisor - Part Time
sephora.com
Saskatoon, SK
- $17 to $20 CAD / hour
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 3 hours ago
M
Sr. Manager, External Financial Advisory
MNP
Maple Ridge, BC · Chilliwack, BC · Abbotsford, BC
- Full-time
…professionals in providing strategic insights to acting as a trusted advisor to clients’ executive…
Added 3 hours ago
WI
Account Manager - Commercial Insurance
Westland Insurance Group Ltd.
Calgary, AB
- Full-time
As a Commercial Account Manager, you're a trusted advisor, who owns and supports client relationships and understands their business needs in order to provide effective insurance solutions.
Added 3 hours ago
H
Insurance Advisor
Howden
Winchester, ON
- Full-time
You must have a passion for developing business through marketing, community engagement, networking, client meetings, just to name a few – the stronger our presence in the market, the more…
Added 3 hours ago
CI
Account Executive
Compugen Inc
Toronto, ON
- Full-time
Serve as the primary point of contact for the client’s executive and operational stakeholders across technology, procurement, and business units.
Added 3 hours ago
CD
Client Advisor, Vancouver
Christian Dior Couture
Vancouver, BC
- Full-time
The Client Advisor acts as a trusted ambassador of the brand, responsible for delivering best-in-class client service while achieving individual sales goals. This role focuses on…
Added 3 hours ago
DG
Senior Manager, Restructuring
Doane Grant Thornton LLP
Calgary, AB
- Full-time
Identify and pursue new business opportunities by developing trusted advisor relationships and anticipating client needs.
Added 3 hours ago
WI
Project Financial Advisor, ERI (Project Accountant)
WSP in Canada
Moncton, NB
- Full-time
As a Project Financial Advisor, ERI, commonly referred to as a Project Accountant; you will support the financial health of projects that shape communities across Canada. You will bring…
Added 3 hours ago
WI
Project Financial Advisor, ERI (Project Accountant)
WSP in Canada
Quebec, QC
- Full-time
As a Project Financial Advisor, ERI, commonly referred to as a Project Accountant; you will support the financial health of projects that shape communities across Canada. You will bring…
Added 3 hours ago
WI
Project Financial Advisor, ERI (Project Accountant)
WSP in Canada
Calgary, AB
- Full-time
As a Project Financial Advisor, ERI, commonly referred to as a Project Accountant; you will support the financial health of projects that shape communities across Canada. You will bring…
Added 3 hours ago
WI
Project Financial Advisor, ERI (Project Accountant)
WSP in Canada
Winnipeg, MB
- Full-time
As a Project Financial Advisor, ERI, commonly referred to as a Project Accountant; you will support the financial health of projects that shape communities across Canada. You will bring…
Added 3 hours ago
C
Senior / Principal Forward Deployed Engineering & AI Solutions Architect
CGI
Toronto, ON
- Full-time
…requirements. AI must be leveraged both to create valuable client solutions and, wherever appropriate, to accelerate the engineering lifecycle - without compromising security, quality,…
Added 3 hours ago
WI
Project Financial Advisor, ERI (Project Accountant)
WSP in Canada
Halifax, NS
- Full-time
As a Project Financial Advisor, ERI, commonly referred to as a Project Accountant; you will support the financial health of projects that shape communities across Canada. You will bring…

Closed listing

CI Financial

Regional Vice President, Wealth

Toronto, ON, Canada

Full-time

This opening has closed.

The original listing is kept below for reference.

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About employer

Job details

Job type: Full-time
Closing date: Oct 4, 2026
Experience: 7-10+ years of experience in wealth management, financial services or advisor facing role.
Posting language: English
Posted: Sep 4, 2026

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Original job description

Archived listing. The details below describe a past opening.

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 Regional Vice President, Wealth Advisory is responsible for leading and supporting a portfolio of advisor practices within an assigned territory. Working closely with the President, CI Wealth, this role focuses on driving business growth, enhancing operation efficiency, and ensuring the overall success of financial advisor practices. The Regional Vice President acts as a strategic partner to advisors, helping them optimize performance, grow assets under management and deliver exceptional client experiences. With the VP, Practice Management, this role will be essential to developing talent and career paths for our internal advisory group.

What You Will Do:

Advisor Practice Support

Oversee a defined territory of financial advisor practices, providing ongoing coaching and strategic guidance.
Monitor advisor productivity and impact and alignment with the firm objectives – managing to our advisor KPI’s, ranging from client retention and growth, servicing, broadening revenue sources and the delivery of segmented, wealth planning advice
Partner with advisors to develop business plans aligned with organizational goals.
Support advisors in improving productivity, client acquisition and retention strategies
Act as the primary liaison between advisors and head office functions.

Sales Growth and Business Development

Drive revenue growth by identifying opportunities to increase asset under management and client penetration.
Coach advisors on sales strategies, pipeline management and client engagements.
Monitor key performance metric and implement action plans to address gaps.
Support the Business Development team in attracting new advisors to our network.

Operations:

Ensure advisor practices operate efficiently and in alignment with firm policies and regulatory requirements.
Identify and implement best practices to enhance client service delivery.
Support technology adoption and process improvements with advisor practices.

Leadership and Relationship Management

Build strong, trusted relationships with advisors and their teams.
Influence and motivate advisors to achieve business objectives.
Collaborate with internal stake holders across distribution, marketing, compliance and operations.
Attract new Financial Advisors to the program through networking and pro active outreach.

What You Will Bring:

Bachelor’s degree (MBA or advanced designation is an asset)
7-10+ years of experience in wealth management, financial services or advisor facing role.
Proven track record of driving sales growth and managing client facing teams.
Strong understanding of financial advisor business models and practice management.
Knowledge of regulatory and compliance frameworks within financial services.

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. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. 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 accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.

About employer

More about this job

Responsibilities

Lead and support a portfolio of financial advisor practices to drive business growth and enhance operational efficiency. Act as a strategic partner to advisors to optimize performance, grow assets under management, and ensure exceptional client experiences.

Requirements

Requires a Bachelor's degree and 7-10+ years of experience in wealth management or advisor-facing roles. Must have a proven track record of driving sales growth and a strong understanding of financial advisor business models.

Skills

Wealth Management
Practice Management
Sales Growth
Business Development
Financial Planning
Coaching
Strategic Planning
Relationship Management
Regulatory Compliance
KPI Management
Client Acquisition
Client Retention
Pipeline Management
Leadership
Stakeholder Collaboration
Asset Management

Benefits

Competitive Benefits
Training Reimbursement
Employee Savings Plan (ESP)
Corporate Discount Program
Enhanced Group Benefits
Parental Leave Top-up Program
Paid Time Off for Volunteering

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Asset Management
Financial Services
Practice Management
KPIs
Client Penetration
Business Development
Compliance
Regulatory Frameworks
Financial Advisor
Wealth Planning
Strategic Guidance
Revenue Growth
AUM
Distribution
Marketing

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