Lead advisor recruitment and transition support at iA Private Wealth as a Regional Director serving a hybrid work environment. Build productive advisor relationships.

This Regional Director guides qualified Investment Advisors through recruitment, transition, onboarding, and early productivity milestones. The position supports sustainable business practices while coordinating with regional leadership and product, marketing, training, compliance, technology, and operations teams. CRM reporting, coaching, and business development experience are relevant.

Key Responsibilities:

- Guide candidates through Investment Advisor recruitment and transitions
- Coordinate onboarding, coaching, training, and early productivity support
- Manage advisor relationships and measurable development activities




- Coordinate regional initiatives across specialized partner teams
- Share advisor needs, obstacles, and trends with leadership

Requirements:

- Experience supporting advisors or recruiting within wealth management
- Experience in regional business development or practice management
- Solid coaching, relationship-building, collaboration, and execution abilities
- Comfort with dashboards, CRM, leads, and opportunity reporting
- Advanced English for verbal and written collaboration

Use recruitment, onboarding, coaching, and reporting expertise to support advisors and regional business growth at iA Private Wealth.

📌 Advisor Recruitment Regional Director (Quebec City)
🏢 Skillhub Solutions
📍 Quebec City