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.
As a leader in the Business Development team, the RVP will be accountable for the overall performance and growth of their assigned region with a primary focus on succession planning and book purchase opportunities, and advisor recruitment. The successful candidate will formulate and execute strategic plans to maximize CI Wealth’s market share, provide high-level guidance and support to drive advisor and branch growth, and collaborate closely with management to advance organizational objectives. This role demands an influential presence in both internal and external settings, with frequent travel to sub-regions, advisor offices, and industry functions.- Main focus on succession planning and book purchase for advisors in western Canada. This is a very high growth, high reward segment of CI Wealth’s business.
- Set and drive strategic growth goals for the region, aligned with AWM’s corporate objectives.
- Spearhead advisor recruitment initiatives, building strong relationships with high-potential prospects.
- Develop and oversee service and growth strategies, leveraging organizational resources and maintaining consistent regional messaging.
- Maintain deep industry knowledge including competitors, investment vehicles, financial markets, and emerging trends.
- Report regularly to senior management on regional performance, competitive intelligence, and strategic opportunities.
- Represent the organization at conferences, seminars, and industry events, raising AWM’s profile and influence.
- Champion a culture of collaboration, innovation, and regulatory excellence.
WHAT YOU WILL BRING
- Minimum 7 years of progressive experience in the financial services industry, with extensive client-facing, sales, and leadership experience in a CIRO dealer environment preferred.
- Proven track record of regional or cross-regional management and strategic growth in wealth management.
- Expert-level understanding of investment products, practice management, advisor technology, and regulatory codes.
- Exceptional relationship management and communication skills, with a demonstrated ability to inspire trust and develop high-performing teams.
- Advanced presentation and public speaking skills, with effectiveness in both in-person and virtual settings.
Education & Training
- University degree in business, finance, or related field.
- Completion of Canadian Securities Course.
- Advanced designations (CFP, CIM, CFA) strongly preferred.
Knowledge, Skills, and Abilities
- Extensive expertise in distribution and wealth management, investment themes, products, and industry trends.
- Advanced knowledge of practice management frameworks and advisor technology ecosystems.
- Strategic leadership and decision-making abilities, with a focus on regulatory compliance and organizational goals.
- Superior ability to lead, motivate, and develop teams; foster strong relationships internally and externally; and drive business results.
- Fully bilingual and proficient in French and English.
Working Conditions
- Frequent travel required to advisor offices, sub-regions, roadshows, conferences, seminars, and industry events.
- Flexibility to work beyond normal business hours to fulfill regional leadership responsibilities.
- Hybrid work environment, with presence required at both regional offices and remote locations as needed.
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 [email protected], or call 416-364-1145 ext. 4747.
