02 Nov
|
Industrial Alliance Insurance and Financial Services Inc. -
|
Canada
02 Nov
Industrial Alliance Insurance and Financial Services Inc. -
Canada
Drive advisor development and business growth as a Regional Director at iA Private Wealth Management in a hybrid workplace. 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 prospects, 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 chance 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.
J-18808-Ljbffr
📌 Regional Director Advisor Development Burnaby (Canada)
🏢 Industrial Alliance Insurance and Financial Services Inc. -
📍 Canada