Regional Director, Strategic Relationships

iA Financial Group; Montreal; Hybrid; CAD 100,000 - 130,000; Full time

Job summary

Join a leading financial organization as a Regional Director, Strategic Relationships, focusing on expanding business and promoting consultative sales. You will manage key Advisor relationships, implement growth strategies, and enhance business processes in a flexible, hybrid work environment. This role requires strong sales leadership, strategic thinking, and excellent communication skills in both English and French.

Qualifications

• 8+ years in independent financial services, preferably in strategic account channels.
• Willing to obtain CFP/CLU within 18 months.

Responsibilities

• Manage relationships with key Advisors and influencers.
• Implement sales and growth strategies.
• Conduct market research and competitive intelligence.

Skills

Sales Leadership

Networking

Communication

Strategic Thinking

Education

Bachelor's degree in business or related field

Job description

Regional Director, Strategic Relationships

• Employer: PPI Management Inc.
• Office: 2000 McGill College Avenue
• Other Possible Location(s): Quebec, Quebec

PPI (an independent subsidiary of iA Financial) is an Insurance Marketing Organization that connects independent advisors with insurance companies. We offer digital tools, education, marketing, and processing support to help Advisors grow their business responsibly.

Joining PPI means supporting Canadian families and businesses by providing financial security and peace of mind. We foster a diverse, inclusive, and collaborative culture that values different perspectives and offers opportunities for personal and professional growth.

Our flexible, hybrid work environment allows up to 3 days of remote work per week.

Role Overview

The Regional Director, Strategic Relationships will focus on expanding business by increasing production and promoting consultative sales aligned with the regional sales plan. Responsibilities include managing relationships with key Advisors and influencers, supporting practice management, and collaborating with internal teams to enhance Advisor success and streamline business processes.

Responsibilities

1. Participate in community events to promote PPI
2. Represent PPI at industry events like ADVOCIS, STEP
3. Support and develop strategies with existing strategic relationships
4. Use a consultative approach for holistic planning with SR Advisors
5. Manage advocacy activities and resolve disputes
6. Implement sales and growth strategies
7. Develop a client-centric business model leveraging PPI's value
8. Improve processes to facilitate insurance integration for Advisors
9. Market PPI Advisory HNW offerings
10. Utilize senior Advisors in insurance consultancy roles
11. Support service models for broader and high net-worth markets
12. Build relationships with influencers and Advisors at partner firms
13. Expand reach across Canada, including new firm partnerships
14. Deliver presentations to stakeholders
15. Conduct market research and competitive intelligence
16. Align activities with PPI’s ESG commitments

Qualifications and Skills

• 8+ years in independent financial services, preferably in strategic account channels (IIROC/MFDA)
• Bachelor's degree in business or related field
• Industry designations: CFP, CLU, CHS, PFP, FEA, Pl.Fin (CFP preferred)
• Willing to obtain CFP/CLU within 18 months
• Proven sales leadership and networking skills
• Deep knowledge of industry regulations (IIROC, MFDA, PWM)
• Results-oriented with a disciplined sales approach
• Excellent communication skills in English and French
• Strategic thinker capable of planning, implementing, and adjusting strategies
• Ability to work transparently in a team environment and manage feedback effectively

We thank all candidates for applying. Only those selected for an interview will be contacted. Your resume may be used for other vacancies.

Join Our Team

Invest in your talent with us and see why many choose iA!

Company Overview

iA Financial Group employs over 10,000 people and serves more than five million clients and 50,000 advisors. With assets exceeding $235 billion, we are a major player in North America’s financial industry, committed to supporting our employees and fostering innovation.

Diversity and Inclusion

We celebrate diversity and strive for an inclusive workplace. Assistance is available for accessibility needs during the recruitment process. Please contact us for support.