Senior Leadership Position for Regional Expansion

7 days ago

Thunder Bay, Ontario, Canada IG Wealth Management Full time
About the Role

The Regional Vice-President is a key leadership position responsible for driving growth and expansion within their assigned region. This role requires a strategic thinker who can develop and implement plans to attract and retain top talent, as well as drive sales and revenue growth.

Key Responsibilities
  • Talent Acquisition and Development: Partner with the Talent Acquisition Team to develop a recruiting culture that attracts top quality industry candidates and strong business candidates.
  • Client Acquisition and Retention: Play a key role in supporting the attraction and acquisition of new High Net Worth client and business owner prospects by offering unique skills and laying out a clear and outstanding value proposition for both the Advisor and the prospective client.
  • Technology Adoption and Innovation: Early adopter of all new technology and innovation initiatives that impact Advisors and Clients. Monitor, promote, educate, and engage the region on all new technologies affecting the advisor network.
  • Leadership and Culture: Convey trust in people's ability to do their jobs; create a feeling of energy, excitement, engagement, and personal investment, inspire others to excel; recognize phenomenal performance and champion new insights.
  • Strategic Planning and Execution: Think critically; understand implications of decisions; translate concepts into practical application; know how to optimally operate within the organization by keeping people informed and engaged through education and awareness.
  • Advisor Development and Support: Champion the importance of a passionate team with diverse strengths. Effectively train, coach, and mentor Division Managers build successful practices while supporting and promoting a broad and respectful culture within their divisions and the office.
  • Resiliency and Adaptability: React to change, ambiguity, and uncertainty with confidence and openness. Solicit and act on feedback and learn from experience. Create a supportive environment to foster healthy and successful change and adoption.
  • Accountability and Communication: Accept responsibility for one's own performance and actions; follow through on commitments; be a strong self-manager; focused and organized; treat others fairly and consistently. Listen attentively and with emotional intelligence, modify messaging to meet the needs of the audience, keep people up to date with information; speak and write clearly and concisely; encourage others to express their views with engaging public speaking abilities.
Requirements and Qualifications
  • University degree in a relevant field
  • Previous management experience (preferably in leading large teams)
  • 10+ years' experience within the financial services or a related industry
  • CFP, PFP, or RRC designation (or commitment to earn designation)
  • Branch Manager Certification preferred (will be required upon hire)
  • Financial Services Designations preferred (CLU, CFA, CA, CMA, etc.)
  • Excellent communication skills (written, verbal, and presentation)
  • Excellent interpersonal, listening, and support skills
  • Proven strategic planning and business planning ability

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