Job Description
Shape the future of advisory success with CI Financial as a Business Development Associate Regional Vice-President in Dorval, QC. Drive asset growth and enhance advisor performance in a team-oriented setting.
In this pivotal role, you will focus on improving the progress of advisors and managing territory growth for AWM. Your efforts will involve delivering educational programs, facilitating communication, and providing actionable practice management advice. You will leverage your entrepreneurial mindset to forge valuable relationships and promote business growth through strategic presentations.
Key Responsibilities:
• Enhance AWM's market presence by helping advisors grow
• Support advisors with focused outreach and engagement
• Build relationships with prospective advisors
• Deliver timely and practical practice management strategies
• Log activities in Salesforce/Navigator for efficient tracking
Requirements:
• Minimum 3 years in financial services
• St...
In this pivotal role, you will focus on improving the progress of advisors and managing territory growth for AWM. Your efforts will involve delivering educational programs, facilitating communication, and providing actionable practice management advice. You will leverage your entrepreneurial mindset to forge valuable relationships and promote business growth through strategic presentations.
Key Responsibilities:
• Enhance AWM's market presence by helping advisors grow
• Support advisors with focused outreach and engagement
• Build relationships with prospective advisors
• Deliver timely and practical practice management strategies
• Log activities in Salesforce/Navigator for efficient tracking
Requirements:
• Minimum 3 years in financial services
• St...