Regional Director Advisor Development

13 hours ago

Québec City, Quebec, Canada iA Financial Group Full-time

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.