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Added 23 mins ago
T
Investment Advisor I
TD
St. Catharines, ON
- Full-time
Are you entrepreneurial, passionate about investments, growing your business, and empowering clients to thrive? This could be your next big move! We are hiring Developing Investment…
Added 23 mins ago
T
Developing Investment Advisor
TD
Calgary, AB
- Full-time
Are you entrepreneurial, passionate about investments, growing your business, and empowering clients to thrive? This could be your next big move! We are hiring Developing Investment…
Added 23 mins ago
T
Developing Investment Advisor
TD
AB
- Full-time
Are you entrepreneurial, passionate about investments, growing your business, and empowering clients to thrive? This could be your next big move! We are hiring Developing Investment…
Added 23 mins ago
T
VP, Debt Capital Markets, Corporate & Investment Banking
TD
Toronto, ON
- Full-time
…skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety…
Added 23 mins ago
NC
Human Resources Business Advisor - Ottawa (1 Year Term)
NAV CANADA
Ottawa, ON
- Full-time
Partners with the Centres of Excellence (CoEs) to support the learning and development needs of the region based on the performance assessments of employees.
Added 23 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 23 mins ago
A
Analyste Réglementaire Assurance Qualité / Regulatory Analyst Quality Assurance
Airbus
Montreal, QC · Mirabel, QC
- Full-time
Added 23 mins ago
SE
Site Service Automation Specialist
Schneider Electric
Calgary, AB
- $75,200 to $112,800 CAD / year
- Full-time
Grow your skills and career. We commit to helping you grow with ongoing performance and development conversations, Senior Talent Program, global career opportunities, access to our…
Added 23 mins ago
SE
Site Service Automation Specialist
Schneider Electric
Richmond, BC
- $75,200 to $112,800 CAD / year
- Full-time
Grow your skills and career. We commit to helping you grow with ongoing performance and development conversations, Senior Talent Program, global career opportunities, access to our…
Added 51 mins ago
AF
Everyday Banking Advisor - Lloydminster
ATB Financial
Lloydminster, SK
- Full-time
Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.
Added 53 mins ago
CA
Brand Engineer
Calico AI
Toronto, ON
- Full-time
Act as a trusted advisor on AI in production: help brand leaders understand what AI can and cannot do in their process, set realistic expectations, and shape change management inside the…
Added 1 hour ago
Learning Leader - Assurance (14 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 Assurance practice operates in a highly regulated and rapidly evolving environment shaped by changing professional standards, technology, data, AI and increasing expectations for audit…
Added 1 hour ago
B
Dynamics 365 F&O Senior Supply Chain Management Consultant
BDO
AB · Winnipeg, MB · Montreal, QC · Halifax, NS · Calgary, AB
- Full-time
You grow your expertise through learning and professional development
Added 1 hour ago
MF
Area Manager - M&M Food Market
M&M Food Market Ltd/Les Aliments M&M Lte
AB · Calgary, AB · Edmonton, Alberta
- Full-time
We grow and develop - both as individuals and as a company. We encourage new ideas, value continuous learning, and embrace diversity to do our best work together as a team.
Added 1 hour ago
F
Senior Consultant - Salesforce
fusionSpan
Toronto, ON
- Full-time
…technologies in ways that drive improvements in operational efficiency and impact, both for our clients and for our internal team. This means every fusionSpan employee has the opportunity…
Added 1 hour ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 1 hour ago
II
VP, Quantitative Research (Public Affairs/Online Communities)
Ipsos in US
Toronto, ON
- Full-time
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…
Added 1 hour ago
II
VP, Quantitative Research (Public Affairs/Online Communities)
Ipsos in US
Vancouver, BC
- Full-time
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…
Added 1 hour ago
GD
Internal Communications & Engagement Specialist
General Dynamics Missions System International
Ottawa, ON
- $75,000 to $95,000 CAD / year
- Full-time
Career development through learning platforms, educational assistance, mentoring, and reimbursement of professional memberships.
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
Bumper to Bumper Canada
Barrie, ON
- Full-time
A passion for learning, growth, and taking initiative in a competitive market.
Added 1 hour ago
GD
Internal Communications & Engagement Specialist
General Dynamics Mission Systems–Canada
Ottawa, ON
- $75,000 to $95,000 CAD / year
- Full-time
Career development through learning platforms, educational assistance, mentoring, and reimbursement of professional memberships.
Added 2 hours ago
Financial Planner, Scotia Financial Planning - Brampton, ON (Bovaird and Mountainash)
Scotiabank
Brampton, ON
“Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our “Financial Advisor Investment and…
Added 2 hours ago
ScotiaMcLeod Administrative Associate
Scotiabank
Vancouver, BC
Learning and Development – free access to Scotia Academy to upskill and develop your skills.
Added 2 hours ago
D
Senior Advisor, Business strategies
Desjardins
Montreal, QC · Levis, QC · Complexe Desjardins Montréal
- Full-time
As a senior business strategy advisor, you help develop plans and business intelligence; monitor business plans and performance; set targets; identify opportunities to improve service…

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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