Cultivate business growth as an Investment Advisor Regional Director at iA Private Wealth. Mentor and recruit advisors while supporting their development journey.
This role centers around fostering advisor relationships and facilitating their professional growth. You will work closely with the Regional Vice-President to enhance advisor trust and initiate effective business practices. By promoting structured accountability and innovative tools, you will ensure advisors’ success in achieving their goals.
Key Responsibilities:
• Recruit Investment Advisors and present business opportunities
• Guide new advisors through their onboarding process
• Oversee advisor performance and business development actions
• Champion client retention and referral strategies
• Collaborate with departments to enhance advisor support
Requirements:
• Experience in wealth management or advisor support
• Robust coaching and collaboration abilities
• Familiarity with CRM and reporting tools
• Capability to build trust and relationships
• Advanced English communication skills for daily interaction
Support advisors in their growth and contribute to a thriving culture at iA Private Wealth.
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📌 Investment Advisor Regional Director Role (Vancouver)
🏢 iA Financial Group
📍 Vancouver