Manager, Investment Advisors and Service Associates

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. 

The Regional Manager, Investment and Wealth Advisory Group is responsible for leading and supporting a portfolio of advisor practices within an assigned territory. Working closely with the Vice President, Investment and Wealth Advisory Group, this role focuses on driving business growth, enhancing operation efficiency, and ensuring the overall success of financial advisor practices. The Regional Manager acts as a strategic partner to advisors, helping them optimize performance, grow assets under management and deliver exceptional client experiences.

WHAT YOU WILL DO

Advisor Practice Support

Oversee a defined territory...