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Financial Advisor Practice Management Consultant
Job Description & How to Apply Below
Guide financial advisors with practice management frameworks, business planning, and educational programming at CI Financial’s in-office workplace. Build stronger advisor businesses through consultations and practical resources.
This Consultant, Advisor Development role works with advisory teams on foundational and intermediate business topics. You will address segmentation, client service models, team structure, marketing, business development, and workflow efficiency. You will also recognize needs for advanced strategic consulting support.
Key Responsibilities:- Use established frameworks, tools, and resources
- Help advisors improve business performance
- Facilitate practical discussions for advisors and partners
- Support conference presentations, roadshows, and branch events
- Collaborate with Senior Consultants on strategic needs
- Understanding of advisory practice fundamentals and business models
- Three to seven years of financial services experience
- Strong oral and written communication abilities
- Ability to simplify complex concepts for specific audiences
- Ability to work independently and collaboratively
Bring business consulting, audience-focused communication, and advisor development skills to CI Financial’s Practice Management programs.
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