RVP – Advisor Relationships

3 weeks ago

Vancouver, British Columbia, Canada iA Financial Group Full time
- Office: 988 Broadway West
- Other Possible Location(s): Calgary, Alberta
- Job category: Direct Sales - Generalist / Multiple Disciplines

Are you passionate about nurturing relationships with Advisors and providing exceptional client experience? We are looking for a Regional Vice-President, Advisor Relationships who will be responsible for managing connections with Advisors, succession planning, retention, and continuously fostering branch and advisor relationships.

You will be responsible for Advisors in Alberta, British Columbia, and Saskatchewan.

What Will I be Doing

1. You will proactively manage your territories (AB, BC, SK) to continue to build strong relationships with Advisors, and as such, frequent travel will be required.
2. You will continuously nurture the business relationship between Investia and the Branch Advisor network.
3. You will plan and conduct regular Branch visits to assess sales needs and levels of satisfaction.
4. Your role will also be responsible for promoting programs, products, and tools to the identified groups/individual networks consistent with the company's goals and initiatives.
5. You will be the main point of contact between the Advisor and the Head Office Staff to settle grievances and maintain the cooperation necessary for the smooth running of operations.
6. You will ensure regulatory and compliance requirements are adhered to by supporting the implementation of compliance policies and procedures, reviews, and training programs.
7. You will be responsible for ensuring Advisors have adequate knowledge and sound backgrounds to effectively provide suitable, affordable, and viable recommendations to clients without putting themselves or the dealer at risk or disrepute.
8. You will propose recommendations on how Investia can provide further support.
9. You will collaborate with other departments to meet requests from the Advisor network and propose progressive ideas.
10. You will attend quarterly Sales meetings.

What Are we Looking For:

1. Bachelor's degree in a related discipline and/or 10+ years of relevant experience.
2. Good knowledge of compliance and regulatory requirements.
3. Good knowledge of financial products and services.
4. Good knowledge of the insurance sector.
5. Strategic thinking and analytical experience highly advantageous.
6. Experienced team leadership and people management/development skills.
7. Availability to travel.

The expected base salary range for this position starts at $120,000 and will be commensurate with the candidate's experience and skill set.

We thank all candidates for applying; however, only those selected for an interview will be contacted. Your resume may be used for other vacancies.

Invest in your talent by joining our team

See why so many people choose iA

Company Overview

iA Financial Group is the strength of a company with a human side, with its over 10,000 employees. Together, we have earned the trust of our more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $235 billion in assets, we're a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 130 years, we have believed that it's by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we're invested in you.

Our commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, write to us. Someone from our team will be happy to assist you.

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