Investment Advisor Regional Director Role Vancouver

Investment Advisor Regional Director Role Vancouver

25 Sep
|
iA Financial Group
|
Vancouver

25 Sep

iA Financial Group

Vancouver

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 qualified growth.

You will work closely with the Regional Vice-President to enhance advisor trust and initiate effective business practices. By promoting structured accountability and cutting-edge tools, you will ensure advisors’ success in achieving their goals. Key Responsibilities:
Recruit Investment Advisors and present business prospects
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
Strong 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.

📌 Investment Advisor Regional Director Role Vancouver
🏢 iA Financial Group
📍 Vancouver

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