Drive advisor development and business growth as a Regional Director, using recruitment, coaching, and disciplined execution in a hybrid work environment.

At iA Private Wealth Management, this Regional Director develops the advisor network through recruitment, onboarding, and business support. You will guide early-career, emerging, growing, and transitioning advisors toward sustainable productivity. The work includes business development practices, relationship management, and platform adoption.

Key Responsibilities:

- Recruit qualified Investment Advisors and document sales activities
- Support onboarding and early productivity milestones
- Turn annual advisor objectives into measurable actions
- Strengthen acquisition, referrals, marketing, and retention practices
- Promote CRM,



planning, analytics, and digital tools

Requirements:

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

Apply your recruitment, coaching, relationship management, and business development expertise to strengthen iA Private Wealth Management’s advisor network.

📌 Regional Advisor Development Director (Vancouver)
🏢 iA Financial Group (Industrial Alliance)
📍 Vancouver