This Regional Director role is central to developing the advisor network through recruitment, early-career onboarding, and supporting core business development activities. Working closely with the Regional Vice-President, you will help maximize advisors’ trust and loyalty toward the broker, supporting advisors at all career stages in adopting sound business practices and leveraging tools to build their opportunity pipeline and achieve sustainable productivity.
Responsibilities
Generate leads and recruit qualified Investment Advisors by clearly presenting the business opportunity, development pathway, and value proposition of iA Private Wealth Management
Guide candidates through the recruitment process, collaborate with the Regional Vice-President on transition opportunities, and document sales activities and outcomes
Support new advisors in their onboarding journey and achievement of early productivity milestones, helping them establish client acquisition, planning, and tool utilization practices
Identify additional coaching, training, or support needs for new advisors
Manage a portfolio of advisor relationships within the region and support them in adopting business development practices by turning annual objectives into actions, opportunities, follow-up routines, and measurable progress
Strengthen client acquisition, asset consolidation, referral development, marketing, and planning-based retention practices while promoting structured accountability that respects advisors’ independence
Encourage the adoption of customer relationship management, planning, analytics, digital marketing, and client engagement tools
Act as the primary point of contact for emerging and growing advisors based on their stage of development
Prepare and coordinate the transition of maturing businesses to the Regional Vice-President as their complexity and scale increase
Support regional growth priorities, campaigns, advisor development initiatives, and platform adoption
Identify common needs, recommend scalable solutions, and collaborate with product, planning, marketing, training, compliance, technology, and operations teams
Provide regional leadership with insights into advisor needs, obstacles, and trends
Reinforce the independent and entrepreneurial culture of iA Private Wealth Management through practical support that promotes autonomy, confidence, clarity, and strong business habits
Requirements
Experience in wealth management, investment advisor recruitment, business development, advisor support, practice management, sales support, recruitment, or regional support functions
Recognized for building strong relationships and influencing through collaboration and partnership
Strong ability to coach early-career or growing advisors in adopting disciplined execution practices and core business development principles
Millions of jobs, with real people getting hired every day
200,000+
New jobs added daily
7,000,000+
Verified job listings
1,000,000+
Tailored applications submitted
Comfortable using customer relationship management tools, dashboards, lead and opportunity reporting tools, and digital solutions that support growth strategy execution
Ability to translate strategy into practical business practices, tailored tools, and actionable plans for advisors
Strong collaboration skills when working with regional leadership, Regional Vice-Presidents, and product, planning, marketing, operations, compliance, and technology teams
Energetic, organized, personable, commercially curious, and highly execution-oriented
Knows how to build trust with new advisors, create momentum, reinforce growth-oriented habits, and help advisors turn opportunities into measurable progress
Advanced level of proficiency in English, with daily verbal and written collaboration with unilingual English-speaking partners expected
Benefits
Flexible group insurance plans and telemedicine services
Competitive retirement savings plan and employee share purchase plan
Vacation program, wellness days, and personal development days
Employee and Family Assistance Program (EFAP)
Ergonomic furniture program
Performance bonus
Discounts on iA products
Important Details
Work format: hybrid environment
About the Company
iA aims to help its clients feel confident and secure about their future. The company fosters an environment that encourages collaboration and innovation, with people and their development at the heart of its priorities.
