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Senior Manager for Corporate Financial Services

2 months ago

Toronto, Ontario, Canada CI Financial Full time

At CI Financial, we seek a seasoned leader to spearhead our National Accounts team.



Key Responsibilities:

  • Lead a team of financial advisors and servicing advisors to deliver exceptional client service and drive revenue growth.
  • Develop and execute strategies to increase revenue from existing and new national accounts, leveraging Assante's product suite.
  • Foster a culture of collaboration, innovation, and excellence within the team.
  • Monitor market trends, competitive intelligence, and client feedback to inform product development and marketing initiatives.


Requirements:

  • Bachelor's degree in business, finance, or a related field.
  • Minimum 15 years of experience in the financial services industry, with at least 10 years in a leadership role.
  • Current MFDA and IIROC licenses, or ability to obtain within 3 months.
  • Strong knowledge of financial planning, investment products, and industry regulations.
  • Excellent communication, interpersonal, and presentation skills.
  • Proven ability to coach, mentor, and develop high-performing teams.


CI Financial is a leading wealth management and asset management company. We offer a dynamic work environment, flexible work arrangements, and a range of employee benefits.