Advisor Development Business Consultant
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Support financial advisors through business consulting and workshops at CI Financial, working onsite four days weekly with 20%–30% travel. Strengthen practices through practical tools and education.
Reporting to CIGAM's VP of Practice Management, the Consultant, Advisor Development supports foundational and intermediate practice management. You will advise on business planning, segmentation, client service models, capacity management, and workflow efficiency. The work advances advisor success and use of Practice Management resources.
Key Responsibilities:
- Consult with advisors on core practice management topics
- Conduct virtual and in-person consultation meetings
- Deliver presentations, workshops, webinars, and educational sessions
- Adapt content for different advisor audiences and needs
- Identify needs and recommend appropriate resources or follow-up
Requirements:
- Three to seven years of financial services experience
- Exposure to financial advisors or advisory businesses
- Post-secondary education in business, marketing, communications, or related field
- Presentation, workshop, training, or educational program delivery experience
- Strong PowerPoint, communication, facilitation, and relationship management skills
Apply consulting, facilitation, and practice management expertise to strengthen advisor businesses and relationships through CI resources.
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