Regional Director

Industrial Alliance Insurance and Financial Services Inc; Quebec; Hybrid; CAD 80,000 - 130,000; Full time

Benefits offered by this job

Flexible group insurance plans

Telemedicine services

Competitive retirement savings plan

Employee share purchase plan

Vacation program, wellness days

EFAP (Employee & Family Assistance)

Job summary

iA Private Wealth Management is seeking a Regional Director in Canada to lead advisor recruitment, onboarding, and regional growth. You will mentor early-career and growing advisors, promote disciplined business development, and collaborate with cross-functional teams to scale the advisor network and practice management.

You’ll empower advisors with CRM tools, planning analytics, and digital solutions while ensuring adherence to independent and entrepreneurial culture.

Qualifications

• Experience in wealth management or advisor recruitment.
• Ability to develop and support advisors and practice management.
• Proven track record in regional growth, collaboration, and driving outcomes.

Responsibilities

• Generate leads and recruit qualified Investment Advisors, guiding candidates through the process.
• Onboard new advisors and help achieve early productivity milestones.
• Manage advisor relationships and translate objectives into actionable plans.
• Strengthen client acquisition, asset consolidation, and retention through structured accountability.
• Promote CRM usage, planning, analytics, and digital tools to support growth.
• Coordinate transitions to Regional Vice-President as advisors mature.

Skills

Wealth management

Investment advisor recruitment

Business development

Advisor support

Practice management

Sales support

Recruitment

Regional support

Tools

CRM software

Job description

• Other Possible Location(s): Montreal, Quebec
• Job category: Sales and business development

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.
• 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!

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.

Get ahead of your career, where your talent belongs

See why so many people choose iA!

Company Overview

iA Financial Group is the strength of a company with a human side, with its over 10,000 employees. Together, we have earned the trust of our more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $235 billion in assets, 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 130 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.

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, write to us . Someone from our team will be happy to assist you.