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© All Rights Reserved. ApplyBlast.com
CI Financial Corp.
The Consultant, Advisor Development supports financial advisors by delivering consultations, workshops, and educational programs to strengthen their businesses and improve outcomes. This role focuses on foundational and intermediate practice management topics, helping advisors implement proven strategies, best practices, and tools. The position aims to support advisor success, strengthen relationships, and increase the utilization of Practice Management resources to support broader sales goals.
CI Financial is a global wealth management and asset management firm that provides advisory services and investment management for individuals and institutions. Since 1965, the company has focused on anticipating and responding to the evolving needs of investors. It operates across multiple brands and platforms to deliver diversified investment solutions, portfolio management, and financial guidance. With a global reach and a client-centric approach, CI Financial aims to help investors manage and grow their assets.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for CI Financial Corp..
31% below the average for this role
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