Director of Advisor Experience and Practice Management

Join CI Financial as the Director of Advisor Experience and Practice Management, driving excellence in onboarding and advisor performance. Foster growth through innovative strategies in a senior leadership capacity.
In this strategic role, you will spearhead the design and execution of effective onboarding experiences for new financial advisors. Collaborate closely with various leadership figures to ensure that advisors are effectively supported and positioned for success. You'll also create practice management frameworks that enhance operational efficiency and advisor productivity.
Key Responsibilities:
• Design a best-in-class onboarding experience for advisors
• Implement a comprehensive practice management program for advisors
• Ensure operations comply with firm policies and regulations
• Identify and address performance gaps with targeted strategies
• Promote technology use to improve advisor-client interactions
Requirements:
• Bachelor’s degree; MBA is...

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