Regional Director Advisor Development
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Drive advisor recruitment and business development from Quebec or Montreal in a hybrid Regional Director role with iA Private Wealth Management.
As Regional Director, you will recruit qualified Investment Advisors and support their development. You will coach early-career and growing advisors, strengthen acquisition practices, and encourage CRM and digital tool adoption. Collaboration spans regional leadership and specialized teams.
Key Responsibilities:
- Generate leads and recruit qualified Investment Advisors
- Present iA business opportunities and development pathways
- Support onboarding and early productivity milestones
- Translate annual objectives into measurable advisor actions
- Coordinate advisor transitions with Regional Vice-Presidents
Requirements:
- Experience in wealth management or advisor recruitment
- Background in business development or practice management
- Ability to coach growing advisors through disciplined execution
- Comfort using CRM tools, dashboards, and reporting solutions
- Advanced English proficiency for daily collaboration
Bring recruitment, coaching, relationship management, and execution skills to advance advisor growth with iA Private Wealth Management.