Wealth Management Advisor Development Director Vancouver

Wealth Management Advisor Development Director Vancouver

03 Nov
|
iA Financial Group
|
Vancouver

03 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 setting.

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
Robust relationship-building and cooperative 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.
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📌 Wealth Management Advisor Development Director Vancouver
🏢 iA Financial Group
📍 Vancouver

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