Regional Director

iA Financial Group (Industrial Alliance); Toronto; Hybrid; CAD 80,000 - 130,000; Full time

Benefits offered by this job

Flexible benefits

Hybrid work environment

Wellness days

EFAP

Ergonomic furniture

Performance bonus

Employee discounts

Job summary

iA Private Wealth Management in Ontario, Canada, seeks a Regional Director to grow the advisor network, recruit Investment Advisors, and support onboarding and development. You will work closely with the Regional Vice-President to drive disciplined execution, leverage planning and analytics, and promote a scalable, client-focused approach.

You will guide advisors through onboarding, establish client acquisition routines, and coordinate transitions to senior leadership as advisors mature.

Qualifications

• Experience in wealth management, advisor recruitment, business development, or regional support functions.
• Ability to coach early-career or growing advisors in disciplined execution and core business development principles.
• Strong collaboration with regional leadership and cross-functional teams.

Responsibilities

• Generate leads and recruit qualified Investment Advisors; guide candidates through the process and document activities.
• Support onboarding and early productivity milestones; help advisors with client acquisition and planning practices.
• Manage advisor relationships within the region and promote structured, accountable business development.

Skills

Wealth management experience

Recruitment experience

Business development

Advisor support

Relationship building

Collaboration

Tools

CRM software

Dashboard tools

Lead reporting

Digital platforms

Job description

Build the future with us

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.

Description

Build the future with us

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.

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.