Regional Director

iA Financial Group; Quebec; Hybrid; CAD 80,000 - 130,000; Full time

Benefits offered by this job

Flexible group insurance plans

Retirement savings plan

Employee share purchase plan

Vacation program and wellness days

EFAP (Employee and Family Assistance)

Job summary

iA Private Wealth Inc. is seeking a Regional Director to lead advisor recruitment, onboarding support, and growth initiatives in the Quebec region. You will guide advisors through onboarding, coach them on business development, and collaborate with cross‑functional teams to drive outcomes.

The role emphasizes building strong relationships, leveraging CRM and analytics, and promoting disciplined execution while maintaining the independent, entrepreneurial culture of iA Private Wealth Management.

Qualifications

• Experience in wealth management or advisor recruitment and regional support functions.
• Ability to coach early‑career or growing advisors in disciplined execution and core business development principles.
• Proficiency in using CRM, dashboards, and reporting tools to drive growth and accountability.

Responsibilities

• Generate leads and recruit qualified Investment Advisors by presenting the opportunity and pathway, and document outcomes.
• Support onboarding and early productivity milestones for new advisors.
• Help advisors establish client acquisition, planning, and tool usage practices with coaching as needed.
• Manage a portfolio of advisor relationships and translate objectives into actionable plans for growth.
• Strengthen client acquisition, asset consolidation, and retention through structured, proactive practices.

Skills

Wealth management

Advisor recruitment

Business development

Coaching

Relationship building

Cross-functional collaboration

Tools

CRM tools

Dashboards

Lead reporting tools

Job description

What you’ll accomplish with us

As a Regional Director, you’ll be at the core of our mission.

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!

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.

As a reflection of our employees’ appreciation and engagement, iA once again stands out this year as one of Canada’s top employers according to Forbes. In 2026, iA Financial Group also ranks 1st among major publicly traded Canadian insurers. At iA Financial Group, our differences make us unique. We are committed to supporting and celebrating diversity because we believe that it is by bridging our differences that we will be stronger. Our employees’ wellbeing is our priority. We are also committed to creating a stimulating and safe work environment, in addition to offering a real work-life balance with our flexible work model. As a reflection of our employees’ appreciation, iA has been ranked as one of the top employers in Canada in 2023 by Glassdoor and Forbes.