Regional Advisor Development Director

Drive advisor development and business growth as a Regional Director, using recruitment, coaching, and disciplined execution in a hybrid work environment.

At iA Private Wealth Management, this Regional Director develops the advisor network through recruitment, onboarding, and business support. You will guide early-career, emerging, growing, and transitioning advisors toward sustainable productivity. The work includes business development practices, relationship management, and platform adoption.

Key Responsibilities:

• Recruit qualified Investment Advisors and document sales activities
• Support onboarding and early productivity milestones
• Turn annual advisor objectives into measurable actions
• Strengthen acquisition, referrals, marketing, and retention practices
• Promote CRM, planning, analytics, and digital tools

Requirements:

• Experience in wealth management or advisor development
• Strong relationship-building and collaborative influencing skills
• Ability to coach growing advisors through disciplined execution
• Comfort using CRM, dashboards, reporting, and digital solutions
• Advanced English proficiency for daily collaboration

Apply your recruitment, coaching, relationship management, and business development expertise to strengthen iA Private Wealth Management’s advisor network.

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