Wealth management expertise and relationship building meet advisor growth at iA Private Wealth Management, with hybrid work available in Quebec or Montreal. This Regional Director role manages advisor relationships while supporting recruitment, onboarding, and business development. You will help Investment Advisors establish acquisition, planning, referral, and retention practices. The role connects advisor needs with regional priorities and cross-functional solutions.

Key Responsibilities
- Manage a portfolio of advisor relationships regionally
- Support client acquisition and asset consolidation practices
- Develop referral, marketing, and planning-based retention habits
- Promote accountability while respecting advisor independence




- Share advisor obstacles, needs, and trends with leadership

Requirements:
- Experience supporting advisors or regional functions
- Strong relationship-building and team-oriented influencing skills
- Ability to translate strategy into practical advisor plans
- Experience with lead, opportunity, and analytics reporting
- Organized, personable, commercially curious, execution-oriented approach Use wealth management, coaching, and business development expertise to strengthen advisor practices and regional progress at iA.

📌 Wealth Management Regional Director (Quebec City)
🏢 iA Financial Group
📍 Quebec City