Regional Director

Job summary

Recruit qualified investment advisors and support their onboarding, early productivity, and ongoing business development through coaching, practical plans, and adoption of relevant tools. Manage advisor relationships, coordinate development and transition support, contribute to regional growth initiatives, and share advisor needs and trends with regional leadership and partner teams.

Job details

Job Description Build the future with us Are you driven by business growth and advisor development and looking to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As a Regional Director, you will play a key role in developing the advisor network through recruitment, early-career onboarding, disciplined execution, and support for core business development activities. Working closely with the Regional Vice-President, you will help maximize advisors’ trust and loyalty toward the broker. You will also support early-career, emerging, growing, and transitioning advisors in adopting sound business practices, effectively leveraging tools, building their opportunity pipeline, structuring their business development activities, and progressing toward sustainable productivity. This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation. What you’ll accomplish with us As a Regional Director, you’ll be at the core of our mission. Here are the main responsibilities: Generate leads and recruit qualified Investment Advisors by clearly presenting the business opportunity, development pathway, and value proposition of iA Private Wealth Management; guide candidates through the process, collaborate with the Regional Vice-President on transition opportunities, and document sales activities and outcomes. Support new advisors in their onboarding journey and achievement of early productivity milestones. Help them establish client acquisition, planning, and tool utilization practices while identifying additional coaching, training, or support needs. Manage a portfolio of advisor relationships within the region and support them in adopting business development practices by turning annual objectives into actions, opportunities, follow-up routines, and measurable progress. Strengthen client acquisition, asset consolidation, referral development, marketing, and planning-based retention practices while promoting structured accountability that respects advisors’ independence. Encourage the adoption of customer relationship management, planning, analytics, digital marketing, and client engagement tools. Act as the primary point of contact for emerging and growing advisors based on their stage of development and prepare and coordinate their transition to the Regional Vice-President as their business matures in complexity and scale. Support regional growth priorities, campaigns, advisor development initiatives, and platform adoption; identify common needs, recommend scalable solutions, and collaborate with product, planning, marketing, training, compliance, technology, and operations teams. Provide regional leadership with insights into advisor needs, obstacles, and trends while reinforcing the independent and entrepreneurial culture of iA Private Wealth Management through practical support that promotes autonomy, confidence, clarity, and strong business habits. What could accelerate your success in this role We’re looking for someone who: Has experience in wealth management, investment advisor recruitment, business development, advisor support, practice management, sales support, recruitment, or regional support functions. Is recognized for building strong relationships and influencing through collaboration and partnership. Demonstrates a strong ability to coach early-career or growing advisors in adopting disciplined execution practices and core business development principles. Is comfortable using customer relationship management tools, dashboards, lead and opportunity reporting tools, and digital solutions that support growth strategy execution. Can translate strategy into practical business practices, tailored tools, and actionable plans for advisors. Demonstrates strong collaboration skills when working with regional leadership, Regional Vice-Presidents, and product, planning, marketing, operations, compliance, and technology teams. Is energetic, organized, personable, commercially curious, and highly execution-oriented. Knows how to build trust with new advisors, create momentum, reinforce growth-oriented habits, and help advisors turn opportunities into measurable progress. Has an advanced level of proficiency in English, as the incumbent will be expected to collaborate both verbally and in writing with unilingual English-speaking partners on a daily basis. Why you’ll love working with us A work environment where learning and development merge with a collective pursuit of excellence. AI is in everyone's hands, empowering you to increase your personal effectiveness while supporting the organization’s growth. A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed. The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces. Competitive Benefits Flexible group insurance plans and telemedicine services Competitive retirement savings plan and employee share purchase plan Vacation program, wellness days, and personal development days Employee and Family Assistance Program (EFAP) Ergonomic furniture program Performance bonus Discounts on iA products And much more! Apply now and get ahead of your career, where your talent really belongs! Still unsure about applying? At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply. Your place might be with us, and we want to get to know you! The typical hiring range for this position is between $80,276 and $130,276 per year; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role. Location(s) Quebec / 1080, Grande Allee West Other Possible Location(s) Montreal / 1981 McGill College Avenue Company iA Private Wealth Inc. Posting End Date 2026-11-04 Company Overview iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management. With over $200 billion in assets and half a billion invested in technological innovation, 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 125 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. * iA Financial group includes of the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto 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, please Contact us here. Someone from our team will be happy to assist you with your needs.

What you’ll do

Recruit qualified investment advisors and support their onboarding, early productivity, and ongoing business development through coaching, practical plans, and adoption of relevant tools. Manage advisor relationships, coordinate development and transition support, contribute to regional growth initiatives, and share advisor needs and trends with regional leadership and partner teams.

Requirements

The role seeks experience in wealth management, advisor recruitment or support, business development, practice management, sales support, or a related regional function, along with strong relationship-building and coaching abilities. Candidates should be organized, execution-oriented, comfortable with CRM and reporting tools, able to turn strategy into actionable plans, and proficient in English for daily verbal and written collaboration.

Benefits

• Group Insurance
• Telemedicine Services
• Retirement Savings Plan
• Employee Share Purchase Plan
• Vacation Program
• Wellness Days
• Personal Development Days
• Employee and Family Assistance Program
• Ergonomic Furniture Program
• Performance Bonus
• Discounts on Company Products

Listed skills

• Business development · Preferred
• Financial planning · Preferred
• Cross-Functional Collaboration · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Advisor Recruitment
• Wealth Management
• Business Development
• Advisor Coaching
• Relationship Management
• Sales Support
• Practice Management
• Client Acquisition
• Asset Consolidation
• Referral Development
• Marketing
• Financial Planning
• Customer Relationship Management
• Lead and Opportunity Management
• Cross-Functional Collaboration
• English Communication
• Dashboard
• Planning
• Management
• Operations
• English Language
• Milestones (Project Management)
• Trustworthiness
• Curiosity
• Leadership
• Innovation
• Investments
• Financial Services
• Coaching
• Collaboration
• Accountability
• Sales
• Equities
• Digital Marketing
• Analytics
• Energetic
• Scalability
• Reporting Tools
• Purchasing
• Telehealth
• Discounts And Allowances
• Value Propositions
• Furniture Cleaning
• Product Planning
• Customer Acquisition Management
• Growth Strategies
• Marketing Operations
• Building Trust

Job areas

• Finance & Accounting
• Management & Leadership
• Sales
• Customer Service & Support
• Marketing
• Regional Director
• Sales Advisor
• Commercial Sales Representatives
• Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel

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