02 Nov
|
IA Groupe financier
|
Burnaby
02 Nov
IA Groupe financier
Burnaby
Drive advisor development and business growth as a Regional Director at iA Private Wealth Management in a hybrid environment. Build trusted relationships across your region.
This Regional Director role supports advisor recruitment, onboarding, practice management, and sustainable productivity. Working with the Regional Vice-President, you will guide early-career, emerging, growing, and transitioning advisors. Your focus includes business development, relationship management, tool adoption, and practical execution.
Key Responsibilities:
- Generate leads and recruit qualified Investment Advisors
- Guide candidates through opportunities, pathways, and transitions
- Support onboarding and early productivity milestones
- Convert objectives into advisor actions and measurable progress
- Promote CRM, planning, analytics, and digital marketing tools
Requirements:
- Experience in wealth management or advisor recruitment
- Experience supporting business development or practice management
- Ability to coach growing advisors through disciplined execution
- Comfort using CRM, dashboards, and prospect reporting tools
- Advanced English proficiency for daily collaboration
Apply advisor coaching, relationship building, and business development expertise to strengthen regional growth at iA Private Wealth Management.
📌 Regional Director Advisor Development (Burnaby)
🏢 IA Groupe financier
📍 Burnaby