Wealth Management Advisor Development Director (Vancouver)

Wealth Management Advisor Development Director (Vancouver)

01 Nov
|
iA Financial Group
|
Vancouver

01 Nov

iA Financial Group

Vancouver

Drive advisor development and business growth as a Regional Director with iA Private Wealth Inc. in Vancouver, supporting a hybrid work workplace.

This Regional Director position focuses on recruiting Investment Advisors, strengthening advisor relationships, and advancing sustainable productivity. You will coach early-career, emerging, growing, and transitioning advisors through onboarding, business development, planning, and tool adoption. Working with the Regional Vice-President and cross-functional teams, you will translate strategy into practical actions.

Key Responsibilities:

- Generate leads and recruit qualified Investment Advisors
- Support onboarding and early productivity milestones
- Coach client acquisition, planning, and tool utilization practices




- Convert annual objectives into measurable business development actions
- Coordinate advisor transitions as businesses mature

Requirements:

- Experience in wealth management, recruitment, or business development
- Strong relationship-building and collaborative influencing skills
- Ability to coach growing advisors through disciplined execution
- Comfort using CRM tools, dashboards, and digital solutions
- Advanced English proficiency for daily collaboration

Support Investment Advisors with recruitment, coaching, CRM adoption, and measurable business development progress across Vancouver’s region.

📌 Wealth Management Advisor Development Director (Vancouver)
🏢 iA Financial Group
📍 Vancouver

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