27 Oct
|
iA Financial Group
|
Vancouver
27 Oct
iA Financial Group
Vancouver
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
- Robust 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.
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📌 Regional Director Advisor Development (Vancouver)
🏢 iA Financial Group
📍 Vancouver