Regional Director Advisor Development
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Drive advisor development and business growth as a Regional Director, using recruitment, coaching, and disciplined execution to strengthen regional performance.
In this role, you will develop the advisor network for iA Private Wealth Management. You will support recruitment, onboarding, client acquisition, business planning, and tool adoption. Working with the Regional Vice-President, you will help advisors build sustainable productivity through practical support and measurable progress.
Key Responsibilities:
- Generate leads and recruit qualified Investment Advisors
- Support onboarding and early productivity milestones
- Manage regional advisor relationships and development plans
- Strengthen client acquisition, referrals, marketing, and retention
- Coordinate advisor transitions with the Regional Vice-President
Requirements:
- Experience in wealth management or advisor recruitment
- Background in business development, practice management, or sales support
- Ability to coach early-career and growing advisors
- Comfort using CRM tools, dashboards, and digital solutions
- Advanced English proficiency for daily collaboration
Apply advisor recruitment, coaching, relationship management, and business development expertise as Regional Director with iA Private Wealth Management.