Drive advisor development and business growth as a Regional Director with iA Private Wealth Inc. in a hybrid environment. Build trust while strengthening regional performance.
This Regional Director role supports iA Private Wealth Management's advisor network across recruitment, onboarding, and business development. You will guide early-career, emerging, growing, and transitioning advisors toward disciplined execution and sustainable productivity. The role partners with the Regional Vice-President and cross-functional teams.
Key Responsibilities:
- Generate leads and recruit qualified Investment Advisors
- Support onboarding and early productivity milestones
- Manage advisor relationships and translate objectives into actions
- Strengthen acquisition, referrals, marketing, and retention practices
- Promote CRM, planning, analytics, and digital marketing tools
Requirements:
- Experience in wealth management or advisor recruitment
- Strong relationship-building and collaborative influencing skills
- Ability to coach growing advisors through disciplined execution
- Comfort using CRM tools, dashboards, and reporting systems
- Advanced English proficiency for daily collaboration
Support Investment Advisors through recruitment, coaching, business development, and practical tool adoption across the iA Private Wealth network.
Regional Director Advisor Development in Vancouver employer: iA Financial Group
iA Financial Group is an exceptional employer that fosters a dynamic work culture focused on growth and performance. With a commitment to employee development, you will have access to extensive training programs and leadership opportunities, all while working in a collaborative environment that values accountability and top-tier customer service across Canada. Join us and be part of a team that not only drives success but also prioritizes your professional journey.
