Director, Advisor Development

8+ years financial services industry experience with a focus on advisory practices

A post-secondary education in business, marketing or communication

Coaching certificate or training is an asset

Adult education, presentation or facilitation training is an asset

Proven oral communication, presentation, training and facilitation skills

Business consulting and practice management expertise

Deep understanding of financial advisory practice elements, best practices and the evolving financial services landscape

Ability to work independently towards driving results, meeting deadlines and delivering of objectives

Stakeholder Management – employing savvy communication and management processes to keep everyone informed.

Show consistent emotional intelligence through self-awareness, self-management, motivation, empathy, social awareness and relationship management

Demonstrate professional maturity in dealing with senior management, employees, and internal/external clients

Create strong relationships with advisors across CI’s key distribution channels to enhance their ongoing professional development and increase usage of Practice Management programs and tools

Understanding of adult learning theory and instructional design methodologies

Exceptionally strong drive for results with a track record of meeting deadlines and delivering on objectives

Strong work ethic and desire to help CI and advisors improve their businesses

Proven ability to master technical/business content quickly and simplify complex processes

Ability to communicate concepts effectively for a specific audience

Strategic and critical thinking, ability to “think outside the box”, creative and innovative

Strong interaction skills with all levels of organization colleagues, clients, and senior management

Sound business judgment

Ability to work independently and collaboratively based on project needs

Strong time management and organizational skills with acute attention to detail

Flexible and adaptable when dealing with change

Expert knowledge of Microsoft Office, particularly PowerPoint

Business travel will be required within this role, approximately 20%–30% of time

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.

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.