Director, Advisor Development

Overview

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

Reporting to the Head of Practice Management of CIGAM, the mandate of the Director, Advisor Development role is to identify and develop business strategies to enhance the reach and reputation of CIGAM. The successful candidate builds and delivers sophisticated practice management educational programs and tools that support and provide professional development opportunities for financial advisors. The overall objective is to drive business growth and support CI's sales goals through the enhancement of relationships with CI's key channel partners.

• 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.

• 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 advisors and channel partners.
• Act as thought leader and subject matter expert on the fundamentals of practice management and regulatory reform issues to deliver highly effective programs and tools to maximize support to advisors and drive business growth.
• Deliver advisor workshops and educational presentations.

• Provide deep strategic thinking to enable and support CI's strategy from a practice management perspective, helping to position the business for growth and differentiation.
• Develop and implement ideas that identify new and innovative ways to improve CI's relationships with key business partners and drive business growth.

Business travel will be required within this role, approximately 20%-30% of the time.

• 8+ years financial services industry experience with a focus on advisory practices.
• A post-secondary education in business, marketing or communication.
• Coaching certificate or training is an asset.
• Adult education, presentation or facilitation training is an asset.
• Proven oral communication, presentation, training and facilitation skills.
• Business consulting and practice management expertise.
• Deep understanding of financial advisory practice elements, best practices and the evolving financial services landscape.
• Ability to work independently towards driving results, meeting deadlines and delivering objectives.
• Stakeholder management and strong communication processes.
• Demonstrated emotional intelligence: self-awareness, self-management, motivation, empathy, social awareness, and relationship management.
• Professional maturity in dealing with senior management, employees, and internal/external clients.
• Strong relationships with advisors across CI's key distribution channels.
• Understanding of adult learning theory and instructional design methodologies.
• Exceptional drive for results with a track record of meeting deadlines and delivering on objectives.
• Strong work ethic and desire to help CI and advisors improve their businesses.
• Ability to master technical/business content quickly and simplify complex processes.
• Effective communication of concepts to specific audiences.
• Strategic and critical thinking, creative and innovative.
• Strong interaction skills with all levels of organization, clients and senior management.
• Sound business judgment.
• Strong time management, organizational skills and attention to…