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.
WHAT YOU WILL DO:
Advisor Practice Support
- Oversee a territory of financial advisor practices, providing ongoing coaching and strategic guidance.
- Partner with advisors to develop business plans aligned with organizational goals.
- Support advisors in improving productivity, client acquisition and retention strategies
- Act as the primary liaison between advisors and head office functions.
Sales Growth and Business Development
- Drive revenue growth by identifying opportunities to increase asset under management and client penetration.
- Coach advisors on sales...