Job specializations:
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Business
Job Description & How to Apply Below
Deliver advisor workshops, presentations, and digital education for CI Financial, onsite four days each week with required business travel. Turn practice insights into useful learning resources.
Reporting to the VP of Practice Management of CIGAM, this Consultant develops advisor capability through consultations and educational programming. You will research industry trends, gather field insights, and contribute to tools, articles, videos, podcasts, and webinars. The work supports advisor engagement and CI’s sales goals.
Key Responsibilities:- Research advisor challenges, trends, and industry benchmarks
- Contribute tools, worksheets, articles, and presentations
- Support blogs, videos, podcasts, and webinars
- Gather advisor feedback for future initiatives
- Partner with Sales, Marketing, and National Accounts
- Experience delivering presentations, workshops, or training sessions
- Strong organizational and time-management skills
- Demonstrated initiative, accountability, and sound business judgement
- Professional maturity and emotional intelligence
- Strong Microsoft Office knowledge, particularly Power Point
Use facilitation, content development, and financial services knowledge to expand advisor engagement with CI Practice Management resources.
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