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Added 22 mins ago
T
Investment Advisor I
TD
St. Catharines, ON
- Full-time
…one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their financial…
Added 22 mins ago
T
Developing Investment Advisor
TD
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- Full-time
…one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their financial…
Added 22 mins ago
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Developing Investment Advisor
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…one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their financial…
Added 22 mins ago
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VP, Debt Capital Markets, Corporate & Investment Banking
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- Full-time
…and other corporate decision-makers, serving as a strategic advisor on capital structure, market conditions, and financing…
Added 22 mins ago
NC
Human Resources Business Advisor - Ottawa (1 Year Term)
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- Full-time
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Added 22 mins ago
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Seasonal Store Advisor
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Added 22 mins ago
Learning Leader, EY-Parthenon Canada (18-month contract)
EY
Winnipeg, MB · Toronto, ON · Saskatoon, SK · Halifax, NS · St. John's, NL · Saint John, NB · London, ON · Vancouver, BC · Victoria, BC · Edmonton, AB · Ottawa, ON · Dieppe, NB · ON · AB · Calgary, AB · Waterloo, ON
The EY-P Learning Leader is responsible for shaping and executing the learning and capability-building strategy for the Canadian EY-P Canada practice. The role oversees learning across the…
Added 22 mins ago
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Added 23 mins ago
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Added 23 mins ago
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Site Service Automation Specialist
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Richmond, BC
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Added 23 mins ago
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Senior Data Engineer
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Montreal, QC
- $140,000 to $160,000 CAD / year
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Added 51 mins ago
AF
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Added 52 mins ago
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Added 1 hour ago
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Added 1 hour ago
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Added 1 hour ago
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Experience reviewing transactions, account activity, client documentation, or advisor conduct within a regulated environment.
Added 1 hour ago
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Added 1 hour ago
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Added 1 hour ago
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Senior Consultant - Salesforce
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Added 1 hour ago
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As a Vice President, you will serve as a senior quantitative research leader and trusted advisor to clients. You will work with senior stakeholders to translate complex business challenges…
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Added 1 hour ago
PC
Indirect Tax – Recovery, Senior Manager (Bilingual FR/EN)
Pwc Canada
Montreal, QC
- Full-time
Building and maintaining strong, long-term client relationships and acting as a trusted advisor who proactively supports clients with their indirect tax needs
Added 1 hour ago
BT
Territory Sales Manager
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- Full-time
Be a trusted advisor, delivering exceptional customer service at every touchpoint.

CI Financial

Regional Vice President, Wealth

Toronto, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 4, 2026
Experience: 7-10+ years of experience in wealth management, financial services or advisor facing role.
Posting language: English
Posted: Oct 5, 2026

Original job description

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.

Apply About employer

More about this job

Responsibilities

Lead and support financial advisor practices across an assigned territory through coaching, strategic business planning, and performance management. Drive asset and revenue growth, improve operational efficiency and client service, ensure compliance, and build strong relationships with advisors and internal teams.

Requirements

A bachelor’s degree is required; an MBA or advanced designation is an asset. Candidates should have 7–10+ years of experience in wealth management, financial services, or an advisor-facing role, with a record of sales growth and team management, knowledge of advisor business models and practice management, and familiarity with financial services regulation and compliance.

Skills

Wealth Management
Advisor Practice Management
Strategic Coaching
Business Planning
Sales Growth
Business Development
Asset Growth
Client Acquisition
Client Retention
Pipeline Management
Performance Monitoring
Regulatory Compliance
Operational Efficiency
Technology Adoption
Relationship Management
Talent Development

Benefits

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

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Services
Financial Advisors
Advisor Practices
Practice Management
Asset Under Management
Business Growth
Business Development
Sales Strategies
Pipeline Management
Client Acquisition
Client Retention
Client Engagement
Wealth Planning
Advisor KPIs
Revenue Growth
Business Plans
Operational Efficiency
Regulatory Requirements
Compliance
Client Service Delivery
Technology Adoption
Process Improvement
Talent Development
Career Paths
Stakeholder Collaboration

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