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Added 3 mins ago
QM
Spécialiste technique en automobile / Automotive Technical Specialist
Quantum Management Services Ltd.
Laval, QC
- Full-time
- Experience as an auto mechanic, a service advisor, body technician, service manager, warranty administrator, or auto claims adjuster
Added 3 mins ago
YU
Sessional Faculty, Theory, Bachelor of Science in Nursing
Yorkville University
Sackville, NB
- Full-time
…expanding access. Together, we deliver flexible, industry-informed learning that leads to meaningful…
Added 3 mins ago
KV
Vice President, Finance
Kilmer Van Nostrand Co. Limited
Toronto, ON
- Full-time
…will build capability and create opportunities for continuous learning amongst the…
Added 3 mins ago
IW
Portfolio Strategist
IG Wealth Management
Quebec, QC
- Full-time
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three…
Added 3 mins ago
CO
Business Advisor
City of Saint John
Saint John, NB
- Full-time
The Business Advisor plays a key role in advancing the City of Saint John’s commitment to providing responsive, consistent and high-quality customer service.
Added 7 mins ago
Financial Advisor - Scotia Plaza, Toronto
Scotiabank
Toronto, ON
…and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of…
Added 7 mins ago
T
Manager, Command Centre, Enterprise Workforce Management
TD
London, ON · Toronto, ON
- Full-time
…Channel lines of business. WFM operates as a trusted enterprise advisor, aligning demand, capacity, cost, and service outcomes to deliver consistent, high-quality…
Added 18 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Quebec, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 18 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Amos, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 18 mins ago
NB
Banking Advisor
National Bank of Canada
Laval, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 18 mins ago
L
Vice President, Financial Services and Systems (Regulated Utility)
Liberty
Toronto, ON · Greater Toronto Area, Canada
- $225,000 to $300,000 CAD / year
- Full-time
Serve as a trusted advisor to the Controller, Chief Financial Officer, and other executive leadership on finance operating model, technology investments, and organizational effectiveness.
Added 18 mins ago
TO
Executive Director, Economic Development & Tourism
Township of Centre Wellington
Centre Wellington, ON
- Full-time
Serves as the key advisor to the CWEDTMSC Board, facilitating effective governance, policy development, and compliance with statutory requirements (e.g., Municipal Act, O. Reg. 599/06,…
Added 21 mins ago
D
Advisor, Securities
Desjardins
Quebec, QC
- Full-time
As a securities advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services…
Added 21 mins ago
BU
Government Relations Advisor
Brock University
St. Catharines, ON · Main Campus (Employees)
- Full-time
Reporting to the Director, Government & Community Relations, the Government Relations Advisor supports the building and maintenance of strategic relationships with officials at the federal,…
Added 21 mins ago
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Managing Director, Head of Leadership Communications, Global Corporate Affairs
KPMG
ON · Toronto, Ontario
- Full-time
…programs and deliver exceptional results; serve as strategic advisor to ensure alignment and consistency of internal messaging across all…
Added 21 mins ago
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Specialist, US Corporate Tax
KPMG
Moncton, NB · Ottawa, ON · Oakville, ON · Hamilton, ON
- Full-time
…build their personal brand as a significant trusted business advisor in our…
Added 35 mins ago
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Director, Private Capital Investments
Kilmer Van Nostrand Co. Limited
Toronto, ON
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Added 35 mins ago
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Senior Workplace Design Specialist
CTI Working Environments Inc.
Mississauga, ON
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Added 52 mins ago
CN
Legal Counsel
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Calgary, AB
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Act as a trusted advisor on employment and labour matters, delivering guidance, education, and commercially focused solutions across Canadian operations
Added 52 mins ago
ED
Advisor, Enterprise Vendor Governance - 196 EN
Export Development Canada | Exportation et développement Canada
Remote, Canada
- Full-time
- Remote
Position: Advisor, Enterprise Vendor Governance
Added 52 mins ago
ED
Advisor, Enterprise Vendor Governance - 196 EN
Export Development Canada | Exportation et développement Canada
Remote, Canada
- Full-time
- Remote
Position: Advisor, Enterprise Vendor Governance
Added 52 mins ago
ED
Advisor, Enterprise Vendor Governance - 196 EN
Export Development Canada | Exportation et développement Canada
Remote, Canada
- Full-time
- Remote
Position: Advisor, Enterprise Vendor Governance
Added 52 mins ago
ED
Advisor, Enterprise Vendor Governance - 196 EN
Export Development Canada | Exportation et développement Canada
Remote, Canada
- Full-time
- Remote
Position: Advisor, Enterprise Vendor Governance
Added 52 mins ago
ED
Advisor, Enterprise Vendor Governance - 196 EN
Export Development Canada | Exportation et développement Canada
Remote, Canada
- Full-time
- Remote
Position: Advisor, Enterprise Vendor Governance
Added 52 mins ago
ED
Advisor, Enterprise Vendor Governance - 196 EN
Export Development Canada | Exportation et développement Canada
Remote, Canada
- Full-time
- Remote
Position: Advisor, Enterprise Vendor Governance

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.

Find open jobs More jobs with this employer

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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