Location: Toronto, ON, Canada
Date Posted: Aug 30, 2025
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.
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.
Reporting to the EVP, Head of Distribution, the mandate of the Director, Advisor Development is to identify and develop business strategies to enhance the reach and reputation of CIGAM. In this role, the successful candidate is responsible for building and delivering sophisticated practice management educational programs and tools that support and provide professional development opportunities for financial advisors. This role will provide industry thought leadership on fundamental issues and deliver practice management solutions that focus on the maximum utilization of Practice Management resources. The overall objective of this role is to drive business growth and support CI’s sales goals through the enhancement of relationships with CI’s key channel partners.

Sales & Consulting Support

• Act as business consultant to financial advisors on business models, branding, marketing, service levels, segmentation, etc.
• Apply specialized practice management expertise and industry knowledge to meet the needs of financial advisors, individual channel partners and internal clients.
• Research evolving practice management trends and issues to identify solutions to support financial advisors and recommend implementation methods for practice management tools to advisors, wholesalers and directors.
• Pitch ideas for practice management content to team members and internal clients.

Content Development and Design

• Design and develop ideas for digital engagement (blogs, videos, podcasts, etc.) for advisors to enhance CI’s brand in the value-add space.
• Research industry issues, trends and benchmarks for workshops and educational presentations for advisors and channel partners.
• Act as thought leader and subject matter expert on the fundamentals of practice management and regulatory reform issues to deliver highly effective programs and tools to maximize support to advisors and drive business growth.
• Deliver advisor workshops and educational presentations.

Project Management

• Provide deep strategic thinking to enable and support CI’s strategy from a practice management perspective, helping to position the business for growth and differentiation.
• Develop and implement ideas that identify new and innovative ways to improve CI’s relationships with key business partners and drive business growth.