Regional Director, Wealth Advisor Growth & Onboarding

Socket.dev; Toronto; On-site; CAD 80,000 - 130,000; Full time

Benefits offered by this job

Flexible group insurance plans

Telemedicine services

Vacation program

EFAP

Employee share purchase plan

Wellness days

Personal development days

Ergonomic furniture program

Performance bonus

Discounts on iA products

Job summary

iA Private Wealth Inc. is seeking a Regional Director to develop the advisor network through recruitment, onboarding, and disciplined business development.

You will support early-career to growing advisors, helping them build client pipelines, adopt tools, and achieve sustainable productivity. The role collaborates with the Regional VP and cross-functional teams to drive growth, retention, and compliance while maintaining an entrepreneurial culture.

Responsibilities

• Generate leads and recruit qualified Investment Advisors by clearly presenting the business opportunity and value proposition; guide candidates through the process; document sales activities and outcomes.
• Support new advisors in onboarding and early productivity milestones; help them establish client acquisition, planning, and tool utilization practices.
• Manage a portfolio of advisor relationships within the region and support them in adopting business development practices to achieve objectives.
• Strengthen client acquisition, asset consolidation, referral development, marketing, and planning-based retention; promote accountability while respecting independence.
• Encourage adoption of CRM, planning, analytics, digital marketing, and client engagement tools.
• Act as the primary contact for emerging advisors and coordinate their transition to the Regional Vice-President as their business matures.
• Support regional growth priorities, campaigns, advisor development initiatives, and platform adoption; identify needs and collaborate with internal teams.
• Provide regional leadership insights into advisor needs, obstacles, and trends while reinforcing the independent culture of iA Private Wealth Management.

Job description

iA Private Wealth Inc. is seeking a Regional Director to develop the advisor network through recruitment, onboarding, and disciplined business development.

You will support early-career to growing advisors, helping them build client pipelines, adopt tools, and achieve sustainable productivity. The role collaborates with the Regional VP and cross-functional teams to drive growth, retention, and compliance while maintaining an entrepreneurial culture.