Chez CI, nous considérons qu’un excellent lieu de travail est un endroit sécuritaire où chacun peut s’exprimer, où les employés ont la possibilité de s’investir dans un travail valorisant, où ils ont l’occasion de se dépasser pour progresser, où ils peuvent travailler sur des produits et des projets innovants, et où ils sont soutenus et encouragés dans leurs efforts. The Director, Practice Management is a senior leadership role responsible for designing, implementing, and overseeing the end-to-end onboarding experience for new advisors, as well as elevating the performance and operational excellence of existing advisor practices. This role partners closely with the Vice President, Investment and Wealth Advisory Group and Regional Managers to ensure advisors are effectively integrated, supported and positioned for long term success. The mandate includes driving scalable practice management strategies, improving advisor productivity, and enhancing the overall client experience across the Investment and Wealth Advisory Group. What You Will Do Advisor Onboarding Strategy and Execution Design and lead best in class onboarding program for new advisors and teams. Ensure a seamless, efficient and positive onboarding experience that accelerates time to productivity. Continuously refine onboarding process based on feedback and performance metrics. Practice Management Framework Develop and implement a comprehensive practice management program to support advisor growth and scalability. Establish standard best practices across business planning, client segmentation, service models and workflow. Provide tools, resources, and training to enhance advisor effectiveness and operational efficiencies. Coach advisors on sales strategies, pipeline management and client engagements. Drive adoption of consistent process and disciplines across advisor practices. Operations: Ensure advisor practices operate efficiently and in alignment with firm policies and regulatory requirements. Advisor Productivity and Performance Enhancements Partner with Regional Managers to identify performance gaps and implement targeted improvement strategies. Develop coaching framework and performance benchmarks for advisor practices. Support advisors in scaling business their business, improve profitability and enhance client engagement. Attract new Financial Advisors to the program through networking and pro-active outreach. Leadership And Stakeholder Collaboration Champion technology adoption and integration to improve advisor and client experience. Collaborate with internal teams to ensure alignment across systems, process and support functions. Act as a advisor to senior leadership on advisor experience, onboarding effectiveness and practice performance. What You Will Bring Bachelor’s degree (MBA or advanced designation is an asset) 10+ years of experience in wealth management, financial services or advisor facing role. Significant experience in advisor onboarding, practice management and business transformation. Strong understanding of financial advisor business models and practice management. Knowledge of Regulatory and compliance frameworks within financial services Benefits Siège social moderne situé à distance de marche d’Union Station Remboursement de la formation Désignations professionnelles payées Régime d’épargne des employés (REE) Programme de rabais d’entreprise Avantages sociaux collectifs améliorés Programme de complément de congé parental Congés payés pour activités bénévoles CI Financial Corp. et toutes ses sociétés affiliées (« CI ») offrent un environnement de travail équitable et accessible. CI s’engage à prendre en compte les besoins d’accommodement pour les personnes handicapées. Si vous avez besoin de mesures d’adaptation pour postuler une offre d’emploi, ou si vous avez besoin que cette offre soit publiée dans un autre format, ou si ce besoin se fait sentir à toute autre étape du processus de recrutement, communiquez avec nous à l’adresse , ou appelez le 416 364‑1145, poste 4747. #J-18808-Ljbffr