Apply wealth management and practice management expertise as a Regional Director at iA Private Wealth Inc. in Toronto, with hybrid work available. Help advisors turn strategy into measurable progress.
As Regional Director, you will manage advisor relationships and support business development across the region. Your work includes recruitment, early-career onboarding, coaching, practice management, and transition planning. You will collaborate with leadership and product, planning, marketing, compliance, technology, and operations teams.
Key Responsibilities:
Present iA Private Wealth Management’s business chance to candidates
Guide advisors through client acquisition and planning practices
Structure follow-up routines and measurable development progress
Coordinate mature advisor transitions with the Regional Vice-President
Recommend scalable solutions for regional advisor needs
Requirements:
Background in advisor support, practice management, or sales support
Recognized ability to build trust and partnership
Ability to translate strategy into practical advisor plans
Robust collaboration with regional and cross-functional teams
Organized, personable, commercially curious, execution-oriented approach
Bring wealth management, coaching, and practice management skills to help iA advisors build stronger, more sustainable businesses.
📌 Regional Wealth Management Director Vancouver
🏢 iA Financial Group
📍 Vancouver
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