01 Nov
|
Skillhub Solutions
|
Quebec City
01 Nov
Skillhub Solutions
Quebec City
Shape advisor growth at iA Private Wealth as a Regional Director focused on recruitment, coaching, and sustainable business practices. This is a hybrid position. The Regional Director supports advisor recruitment, development, onboarding, and regional business growth. Working closely with the Regional Vice-President, this role helps advisors improve productivity, client acquisition, asset consolidation, and retention. Success requires relationship-building, coaching, collaboration, execution, and comfort with CRM tools. Key Responsibilities: Recruit Investment Advisors and guide recruitment and transition processes Support onboarding, productivity milestones, coaching, and training needs Manage advisor relationships and translate objectives into development activities Promote acquisition, referrals, planning, marketing,
and retention practices Encourage CRM, analytics, planning, and digital marketing tool adoption Requirements: Experience in wealth management or advisor recruitment and support Background in business development, practice management, or sales support Solid relationship-building, coaching, collaboration, and execution skills Comfort using CRM tools, dashboards, and reporting tools Advanced English proficiency for daily collaboration Apply regional leadership, advisor coaching, and wealth management expertise to strengthen growth at iA Private Wealth. #J-18808-Ljbffr
📌 Wealth Management Regional Director (Quebec City)
🏢 Skillhub Solutions
📍 Quebec City