Director, Advisor Development
Location
toronto, on
Job Type
Full-time
Category
Other-General
Posted
June 01, 2026
What You Will Do
Sales & Consulting Support
- Act as business consultant to financial advisors on business models, branding, marketing, service levels, segmentation, etc.
- Apply specialized practice management expertise and industry knowledge to meet the needs of financial advisors, individual channel partners and internal clients.
- Research evolving practice management trends and issues to identify solutions to support financial advisors and recommend implementation methods for practice management tools to advisors, wholesalers and directors.
- Pitch ideas for practice management content to team members and internal clients.
Content Development and Design
- Design and develop ideas for digital engagement (blogs, videos, podcasts, etc.) for advisors to enhance CI’s brand in the value‑add space.
- Research industry issues, trends and benchmarks for workshops and educational presentations for ad...