Regional Director, Advisor Growth & Onboarding (Hybrid)

Iaawg; Toronto; Hybrid; CAD 80,000 - 130,000; Full time

Benefits offered by this job

Flexible group insurance plans andtele

Telemedicine services

Competitive retirement savings plan

Employee share purchase plan

Vacation program, wellness days, and个人

EFAP

Ergonomic furniture program

Performance bonus

Discounts on iA products

Job summary

iA Private Wealth Inc. is seeking a Regional Director to build and manage an advisor network across Canada, driving recruitment, onboarding, and business development.

You will coach early-stage advisors, promote disciplined practices, and coordinate with product, marketing, and compliance teams to scale growth while maintaining entrepreneurial culture. You will lead regional initiatives, monitor progress, and ensure strong client acquisition through optimized use of CRM and digital tools.

Qualifications

• 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 ability to coach advisors and use CRM & reporting tools effectively.

Responsibilities

• Generate leads and recruit qualified Investment Advisors by presenting the business opportunity and value proposition.
• Guide candidates through the process and document sales activities and outcomes.
• Support new advisors in onboarding and achieving early productivity milestones.
• Help advisors establish client acquisition, planning, and tool utilization practices.
• Manage a portfolio of advisor relationships and promote structured accountability across regions.
• Encourage use of CRM, analytics, digital marketing, and client engagement tools.

Skills

Wealth management

Investment advisor recruitment

Business development

Advisor support

Practice management

Sales support

Recruitment

Regional support

Tools

CRM tools

Dashboards

Lead & opportunity reporting tools

Job description

iA Private Wealth Inc. is seeking a Regional Director to build and manage an advisor network across Canada, driving recruitment, onboarding, and business development.

You will coach early-stage advisors, promote disciplined practices, and coordinate with product, marketing, and compliance teams to scale growth while maintaining entrepreneurial culture. You will lead regional initiatives, monitor progress, and ensure strong client acquisition through optimized use of CRM and digital tools.