Regional Director

iA Financial Group (Industrial Alliance)

. Generate leads and recruit qualified Investment Advisors for iA Private Wealth Management .

Posted 9/18/2026full-timeToronto • CanadaLead💰 CA$80,276 - CA$130,276 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in wealth management and investment advisor recruitment, with a strong focus on building relationships, coaching, and supporting advisors through their development journey. Proficient in utilizing CRM and digital marketing tools to enhance client acquisition and retention strategies.

Highest-signal resume keywords

Wealth Management ExperienceInvestment Advisor RecruitmentCustomer Relationship Management ToolsBusiness DevelopmentAdvisor Support

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales SupportPractice ManagementClient AcquisitionPlanning-Based RetentionCoachingTransition ManagementLead GenerationOpportunity ReportingDigital SolutionsAccountability Practices

Soft Skills

CollaborationRelationship BuildingInfluencingOrganizational SkillsPersonable

Tools & Technologies

CRM ToolsDashboardsDigital Marketing ToolsAnalytics ToolsClient Engagement Tools

Industry Keywords

Investment AdvisorsRegional Support FunctionsAdvisor Development InitiativesMarketingCompliance

About the role

Key responsibilities & impact

Generate leads and recruit qualified Investment Advisors for iA Private Wealth Management
Present the business opportunity, development pathway, and value proposition to candidates
Guide candidates through recruitment and collaborate with the Regional Vice-President on transition opportunities
Document sales activities and outcomes
Support new advisors through onboarding and early productivity milestones
Help advisors establish client acquisition, planning, and tool utilization practices
Identify additional coaching, training, and support needs
Manage a portfolio of advisor relationships within the region
Translate annual objectives into actions, opportunities, follow-up routines, and measurable progress
Strengthen client acquisition, asset consolidation, referral development, marketing, and planning-based retention practices
Promote structured accountability while respecting advisors’ independence
Encourage adoption of CRM, planning, analytics, digital marketing, and client engagement tools
Serve as primary contact for emerging and growing advisors
Coordinate advisor transitions to the Regional Vice-President as businesses mature
Support regional growth priorities, campaigns, advisor development initiatives, and platform adoption
Identify common needs and recommend scalable solutions
Collaborate with product, planning, marketing, training, compliance, technology, and operations teams
Provide regional leadership with insights into advisor needs, obstacles, and trends
Reinforce the independent and entrepreneurial culture of iA Private Wealth Management

Requirements

What you’ll need

Experience in wealth management, investment advisor recruitment, business development, advisor support, practice management, sales support, recruitment, or regional support functions
Experience building strong relationships and influencing through collaboration and partnership
Ability to coach early-career or growing advisors in disciplined execution practices and core business development principles
Comfortable using customer relationship management tools, dashboards, lead and opportunity reporting tools, and digital solutions
Ability to translate strategy into practical business practices, tailored tools, and actionable plans for advisors
Strong collaboration skills with regional leadership, Regional Vice-Presidents, and product, planning, marketing, operations, compliance, and technology teams
Energetic, organized, personable, commercially curious, and highly execution-oriented
Ability to build trust with new advisors, create momentum, reinforce growth-oriented habits, and turn opportunities into measurable progress
Advanced proficiency in English
Ability to collaborate verbally and in writing with unilingual English-speaking partners daily

Benefits

Comp & perks

Flexible group insurance plans and telemedicine services
Competitive retirement savings plan
Employee share purchase plan
Vacation program
Wellness days
Personal development days
Employee and Family Assistance Program (EFAP)
Ergonomic furniture program
Performance bonus
Discounts on iA products
Hybrid work environment
Flexibility and access to inspiring and innovative workspaces
Learning and development opportunities
Healthy, safe, fair, and inclusive work environment