Lead advisor recruitment and transition support at iA Private Wealth as a Regional Director serving a hybrid work setting. 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 chance 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
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