CI Financial
Director, Advisor Development Role at CI
Job Description
Lead the charge in advisor education at CI as the Director of Advisor Development. Focused on enhancing financial practice growth, this role blends consulting with innovative content creation.
You will report to the Head of Practice Management at CIGAM and leverage your extensive financial services background to create substantial professional development programs for advisors. This position requires a strategic mindset to identify key trends and implement tailored solutions that enhance advisor performance and drive CI’s business objectives.
Key Responsibilities:
• Guide financial advisors through personalized consulting
• Develop and present sophisticated educational programs
• Research and create content for various formats
• Design and implement strategic initiatives for growth
• Build relationships with key distribution channels
Requirements:
• Minimum 8 years of experience in financial services
• Bachelor's degree in business or communications
• A...
You will report to the Head of Practice Management at CIGAM and leverage your extensive financial services background to create substantial professional development programs for advisors. This position requires a strategic mindset to identify key trends and implement tailored solutions that enhance advisor performance and drive CI’s business objectives.
Key Responsibilities:
• Guide financial advisors through personalized consulting
• Develop and present sophisticated educational programs
• Research and create content for various formats
• Design and implement strategic initiatives for growth
• Build relationships with key distribution channels
Requirements:
• Minimum 8 years of experience in financial services
• Bachelor's degree in business or communications
• A...