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Added 10 mins ago
UM
Human Resources Advisor
Ubisoft Montréal
Montreal, QC
- Full-time
As a Human Resources Advisor at Ubisoft Montreal, you will be the main point of contact for employees and managers in a shared services model. In a dynamic environment with a high volume of…
Added 10 mins ago
C
Senior Marketing Advisor
CPCS
Toronto, ON
- $85,000 to $98,000 CAD / year
- Full-time
As Senior Marketing Advisor, you’ll help turn CPCS’s expertise, projects and people into stories and experiences that build relationships, strengthen our reputation and help us win work.
Added 10 mins ago
UM
Human Resources Advisor
Ubisoft Montréal
Saguenay, QC
- Full-time
As a Human Resources Advisor at Ubisoft Saguenay, you will be the main point of contact for employees and managers in a shared services model. In a dynamic environment with a high volume of…
Added 10 mins ago
VD
Assistant Director – Legal Services and City Clerk
Ville de Westmount • City of Westmount
Montreal, QC · Greater Montreal Metropolitan Area
- $115,866 to $144,857 CAD / year
- Full-time
At least five (5) years of experience, with at least two (2) years as legal advisor, in order to be familiar with the responsibilities of the position.
Added 10 mins ago
L
Graphic Designer
Leadervest
Toronto, ON
- Full-time
Develop high-quality sales presentations, product decks, corporate presentations, and advisor-facing materials.
Added 11 mins ago
HI
Auto Insurance Advisor
HUB International
Winnipeg, MB
- Part-time
Acting as the first point of contact to all clients, the Auto Insurance Advisor is responsible for providing professional, accurate, efficient, and courteous advice to all clients with…
Added 14 mins ago
PI
Insurance advisor
PROLINK INSURANCE INC.
Toronto, ON
- $60,000 to $75,000 CAD / year
- Full-time
- Hybrid
Added 26 mins ago
X
Senior Events Manager (12 month contract)
Xero
Remote, Canada
- Full-time
- Remote
…business goals. In this role, you will also act as a trusted advisor to key stakeholders and provide guidance and mentorship across the marketing…
Added 26 mins ago
A
Business Partner, Talent & Culture (14-month contract)
Amilia
Montreal, QC
- Full-time
Act as a coach and advisor to leaders, offering practical guidance on team dynamics, performance, change, and growth.
Added 26 mins ago
U
Human Resources Advisor
Ubisoft
Quebec, QC · Montreal, Québec
- Full-time
As a Human Resources Advisor at Ubisoft Quebec, you will be the main point of contact for employees and managers in a shared services model. In a dynamic environment with a high volume of…
Added 26 mins ago
U
Human Resources Advisor
Ubisoft
Montreal, QC
- Full-time
As a Human Resources Advisor at Ubisoft Montreal, you will be the main point of contact for employees and managers in a shared services model. In a dynamic environment with a high volume of…
Added 26 mins ago
U
Human Resources Advisor
Ubisoft
Saguenay, QC · Montreal, Québec
- Full-time
As a Human Resources Advisor at Ubisoft Saguenay, you will be the main point of contact for employees and managers in a shared services model. In a dynamic environment with a high volume of…
Added 26 mins ago
HG
H&M Sales Advisor
H&M Group
Coquitlam, BC
- Part-time
As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers…
Added 26 mins ago
B
Client Service Associate
BMO
Toronto, ON · CLAIRE
- Full-time
Added 40 mins ago
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Human Resources and Labour Relations Business Partner
EORLA - Eastern Ontario Regional Laboratory Association
Ottawa, ON
- Full-time
…organization. In this influential role, you will serve as a trusted advisor to operational leaders, partnering closely with management to align people strategies with business priorities…
Added 40 mins ago
WI
Senior Principal Engineer / Technical Director - Tailings & Mine Waste
WSP in Canada
Calgary, AB
- Full-time
…will serve as a recognized technical authority and strategic advisor, leading some of the most complex and high-profile mining projects across Western Canada and beyond. You will provide…
Added 40 mins ago
B
BILINGUAL SENIOR BUSINESS ADVISOR, FINANCIAL MANAGEMENT, BUSINESS TRANSITION AND STRATEGY - Montreal
BDC
Montreal, QC
- Full-time
…medium-sized businesses across Canada. As a Senior Business Advisor, you lead and deliver high-value advisory engagements that help entrepreneurs strengthen financial performance, improve…
Added 40 mins ago
A
Gestionnaire bilingue, Conformité/Bilingual Compliance Manager
Altis
Montreal, QC
- $87,500 to $105,000 CAD / year
- Full-time
Added 40 mins ago
EC
Senior Customer Success Manager, Defence
Esri Canada
Ottawa, ON
- Full-time
…Senior Customer Success Manager, Defence acts as a trusted advisor to senior DND stakeholders, leads multi-year customer success strategies, and orchestrates cross-functional teams to…
Added 40 mins ago
H
H&M Sales Advisor
H&M
Coquitlam, BC
- Part-time
As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers…
Added 40 mins ago
EC
Senior Customer Success Manager, Prairies
Esri Canada
AB · Edmonton, AB
- Full-time
…engagement. The Senior Customer Success Manager acts as a trusted advisor to senior stakeholders, leads multi‑year customer success strategies, and orchestrates cross‑functional teams to…
Added 40 mins ago
NB
Banking Advisor
National Bank of Canada
Mascouche, 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 40 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Amherst, QC · Saint-Rémi-d’Amherst, 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 40 mins ago
C
Financial Planning Advisor
CIBC
London, ON
- Full-time
Added 40 mins ago
X
Senior Events Manager (12 month contract)
Xero
Toronto, ON
- Contract
…business goals. In this role, you will also act as a trusted advisor to key stakeholders and provide guidance and mentorship across the marketing…

CI Financial

Senior Consultant, Advisor Development

Toronto, ON, Canada

The anticipated base salary range for this position is $93,000 to $143,000. · Full-time

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Job details

Pay: The anticipated base salary range for this position is $93,000 to $143,000.
Job type: Full-time
Apply by: Nov 5, 2026
Experience: 8+ years of financial services experience with significant exposure to advisory businesses.
Posting language: English
Posted: Oct 6, 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.

Reporting to the VP, Head of Practice Management, the Senior Consultant, Advisor Development is responsible for delivering sophisticated consulting engagements that help financial advisors strengthen business performance, team effectiveness, growth strategies, and succession outcomes.

This role partners with some of CI's most complex advisory teams, facilitating in-depth business discussions, assessments, strategic planning sessions, and leadership workshops. The Senior Consultant serves as a trusted advisor to financial professionals, provides industry thought leadership on practice management issues, and delivers customized solutions that support advisor growth while strengthening CI's relationships across key distribution channels.

The overall objective of this role is to drive business growth and support CI's sales goals through the delivery of high-value consulting engagements, educational programs, and strategic advisor development initiatives.

WHAT YOU WILL DO

Strategic Consulting & Advisor Engagement

Act as a senior business consultant to financial advisors and advisory teams on business growth, organizational structure, team effectiveness, capacity, succession planning, leadership, client experience, operational excellence and more.
Lead complex consulting engagements involving business assessments, discovery meetings, team workshops, and strategic planning sessions.
Develop customized recommendations and implementation plans that help advisors achieve business objectives.
Build strong relationships with key advisors, dealer partners, and internal stakeholders.

Thought Leadership & Practice Management Expertise

Apply advanced practice management expertise and industry knowledge to meet the needs of advisors, channel partners, and internal clients.
Research evolving practice management trends and identify opportunities to enhance advisor support.
Act as a subject matter expert on advisor business management, industry trends, and leading practices.
Contribute ideas for new consulting services, advisor resources, and educational initiatives.

Content Development & Presentation Delivery

Design and deliver educational presentations, workshops, conference sessions, and strategic offsites for advisors and channel partners.
Develop advisor-facing resources, tools, and thought leadership content that support advisor business growth.
Represent Practice Management at conferences, dealer events, roadshows, and internal training sessions.
Deliver dynamic presentations to audiences ranging from small advisor teams to large conference groups.

Strategic Projects

Support CI's growth strategy through the identification and development of innovative advisor initiatives.
Partner with Sales, National Accounts, and Marketing to strengthen advisor engagement and maximize the impact of Practice Management programs.
Provide field insights that inform future content, consulting offerings, and business strategy.

WHAT YOU WILL BRING

8+ years of financial services experience with significant exposure to advisory businesses.
Demonstrated experience consulting to financial advisors or business owners.
Exceptional facilitation, presentation, and communication skills.
Strong understanding of advisor business models, succession planning, organizational design, team development, and business growth strategies.
Ability to lead complex business discussions and influence senior stakeholders.
Proven ability to build credibility and trusted relationships with high-performing advisors.
Coaching certification, consulting training, adult education training, or facilitation credentials are considered assets.
Strong business acumen, strategic thinking, and problem-solving ability.

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $93,000 to $143,000. 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.

This role follows our in office work model and requires employees to be onsite four days per week to support collaboration and business needs.

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.

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More about this job

Responsibilities

Lead complex consulting engagements with financial advisors and advisory teams, developing tailored recommendations and implementation plans to improve business growth, team effectiveness, leadership, and succession outcomes. Deliver educational programs and thought leadership, build relationships with advisors and partners, and collaborate across internal teams to support CI's growth strategy and sales goals.

Requirements

Requires 8 or more years of financial services experience, significant exposure to advisory businesses, and demonstrated experience consulting to financial advisors or business owners. Candidates should bring strong facilitation, presentation, communication, strategic thinking, and business acumen, along with expertise in advisor business models, succession planning, organizational design, team development, and growth strategies; relevant coaching, consulting, education, or facilitation credentials are assets.

Skills

Strategic Consulting
Financial Advisor Consulting
Business Growth Strategy
Practice Management
Succession Planning
Organizational Design
Team Development
Facilitation
Presentation Skills
Leadership Development
Business Assessment
Strategic Planning
Client Experience
Operational Excellence
Stakeholder Management
Thought Leadership

Benefits

Health Insurance
Wellness Programs
Life Insurance
Disability Insurance
Retirement Savings Plans
Paid Leave
Education-Related Programs
Paid Holidays
Vacation Time
Training Reimbursement
Employee Savings Plan
Corporate Discounts
Enhanced Group Benefits
Parental Leave Top-Up
Paid Volunteer Time

Visa sponsorship

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Keywords

Financial Services
Financial Advisors
Practice Management
Strategic Consulting
Business Growth
Business Assessments
Discovery Meetings
Strategic Planning
Succession Planning
Organizational Design
Team Effectiveness
Leadership
Client Experience
Operational Excellence
Facilitation
Educational Programs
Workshops
Thought Leadership
Advisor Development
Channel Partners
Stakeholder Management
Business Strategy
Capacity Planning
Implementation Plans
Industry Trends
Sales
Coaching
Adult Education
Conference Presentations

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