Teams at CI Financial

Drive sales and asset retention for CI Global Asset Management products by educating, training, and engaging financial advisors. Generate referrals and leads for the District Vice President, perform account management, respond to product and due diligence inquiries, develop sales materials, report on territorial sales, and support team administrative tasks. Occasional travel for client events is required.

The Director, Advisor Development will enhance CIGAM's reputation through educational programs for financial advisors, providing consulting support, creating content, and driving business growth. Responsibilities include research, workshop delivery, and strategic project management.