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iA Financial Group (Industrial Alliance)
Posted: 10/16/2026Regional Director
iA Financial Group (Industrial Alliance)Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in wealth management and investment advisor recruitment, with a strong focus on coaching and supporting advisors to achieve business development goals. Proficient in utilizing CRM and digital marketing tools to enhance client acquisition and retention strategies.
Highest-signal resume keywords
Wealth Management ExperienceInvestment Advisor RecruitmentBusiness DevelopmentCustomer Relationship Management ToolsAdvisor Support
About the role
Key responsibilities & impact- Generate leads and recruit qualified Investment Advisors by presenting iA Private Wealth Management’s business opportunity, development pathway, and value proposition.
- Guide candidates through recruitment, collaborate with the Regional Vice-President on transition opportunities, and document sales activities and outcomes.
- Support new advisors during onboarding and achievement of early productivity milestones.
- Help advisors establish client acquisition, planning, and tool-utilization practices and identify coaching, training, or support needs.
- Manage a portfolio of advisor relationships within the region.
- Convert 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 and coordinate their transition to the Regional Vice-President as their businesses mature.
- 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.
- Reinforce iA Private Wealth Management’s independent and entrepreneurial culture through practical support.
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.
- Recognized for building strong relationships and influencing through collaboration and partnership.
- Strong ability to coach early-career or growing advisors in adopting disciplined execution practices and core business development principles.
- Comfortable using customer relationship management tools, dashboards, lead and opportunity reporting tools, and digital solutions that support growth strategy execution.
- Ability to translate strategy into practical business practices, tailored tools, and actionable plans for advisors.
- Strong collaboration skills when working 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 help advisors turn opportunities into measurable progress.
- Advanced proficiency in English, including verbal and written collaboration with unilingual English-speaking partners daily.
Benefits
Comp & perks- 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.
- 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business DevelopmentAdvisor SupportPractice ManagementSales SupportClient AcquisitionPlanningMarketingTransition ManagementLead ReportingOpportunity Reporting
Soft Skills
CollaborationCoachingRelationship BuildingOrganizational SkillsExecution Orientation
Tools & Technologies
CRM ToolsDashboardsDigital Marketing SolutionsAnalytics ToolsClient Engagement Tools
Industry Keywords
Investment AdvisorsRegional Support FunctionsAsset ConsolidationReferral DevelopmentComplianceEntrepreneurial Culture