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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

Not detected in the job text

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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