Corporate Wealth Regional Vice President Role
CI Investments Inc. • fredericton, Canada
Role Description
Join as the Corporate Wealth Regional Vice President to lead a team of financial advisors. Drive exceptional financial planning services while promoting a culture of innovation and high standards.
You will be responsible for guiding financial advisors, ensuring they deliver premier services to corporate clients. Focused on optimizing productivity and driving client acquisition, you'll develop actionable plans and monitor key performance metrics. Collaboration with cross-functional teams will be crucial to success.
Key Responsibilities:
• Support advisor practices with strategic guidance and coaching
• Identify revenue growth opportunities and enhance client penetration
• Ensure operational efficiency and compliance within practices
• Foster strong relationships with advisors and motivate teams
• Present insights on financial wellness programs to corporate clients
Requirements:
• Bachelor’s degree in finance or related field, MBA is an asset
• Minimum of 10...
You will be responsible for guiding financial advisors, ensuring they deliver premier services to corporate clients. Focused on optimizing productivity and driving client acquisition, you'll develop actionable plans and monitor key performance metrics. Collaboration with cross-functional teams will be crucial to success.
Key Responsibilities:
• Support advisor practices with strategic guidance and coaching
• Identify revenue growth opportunities and enhance client penetration
• Ensure operational efficiency and compliance within practices
• Foster strong relationships with advisors and motivate teams
• Present insights on financial wellness programs to corporate clients
Requirements:
• Bachelor’s degree in finance or related field, MBA is an asset
• Minimum of 10...