Regional Manager, British Columbia

Location:

This posting is for an existing vacancy in Wellington-Altus' Vancouver office.

Our organization:

Founded in 2017, Wellington-Altus Private Wealth Inc. (Wellington-Altus) is Canada's top-rated* investment dealer and a subsidiary of Wellington-Altus Financial Inc., one of Canada’s Top Growing Companies**. With more than $55 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors, and their high-net-worth clients.

*Investment Executive 2026 Brokerage Report Card.
* Report on Business 2026 rankings.

The opportunity:

Reporting to the Executive Vice-President, Advisor Support, Services & Strategy this position is responsible for supporting advisor teams in their region.

The Regional Manager (RM) will be a trusted partner to their advisor teams, leveraging their experience in coaching, sales leadership, change management, communication and problem-solving in a wealth management environment to help advisors profitably grow and run their business. A key success metric will be the ability to influence teams to higher levels of performance while elevating advisor team satisfaction.

The Regional Manager (RM) will spend the majority of their time coaching advisors in their region and is expected to have in-depth knowledge of each team (business model, business goals, succession plans, etc.). The RM will collaborate with corporate partners (Legal, HR, Compliance, Corporate Development, etc.) and with their corporate peers (Marketing, Advanced Wealth Planning, Advisor Efficiency, Practice Management, Market Strategy) to support advisors with their business objectives, to navigate challenges and to align advisors with the corporate objectives.

The RM will partner with the regional support team, including a Senior Regional Business Administration Manager (SRBAM), a role responsible for ensuring operational and administrative excellence in the region.

Key responsibilities include

• Manage day-to-day advisor inquiries related to their practice, in collaboration with the Senior Regional Business Administration Managers (SRBAM’s) and Business Administration Managers (BAM’s).
• Oversee day-to-day operations within the region, including trading, investment activities and client services.
• Ensure the region’s operational processes are efficient and aligned with corporate standards.
• Coordinate with cross-functional teams to ensure seamless operations.
• Develop business plans for each advisory team in the region, supported by coaching and advise to meet their goals; focus on growth strategies to help each advisory team in the region.
• Hold advisors accountable to their commitments on growth and/or practice enhancements; enable advisors to achieve commitments as an accountability partner.
• Apply the regional service model to ensure minimum relationship / engagement standards are met for every advisor relationship.
• Navigate concerns that advisors raise within their team or with peers.
• Liaise with corporate partners to ensure all advisor requirements related to operations, finance, compliance, risk, HR, technology, etc. are met.
• Develop an in-depth knowledge of each team (business model, goals, succession plans, etc.) and leverage this knowledge to drive organic growth, suggest solutions to run a more efficient practice, or mitigate risk in the advisor's business.
• Solicit feedback and input from Advisors and share with corporate partners as needed.
• Recognize and celebrate milestones and successes in the business; has experience with demonstrated ability to motivate and/responsible for recognition and look for opportunities to regard advisor team and excellence; "focus on effective recognition".
• Cascade firm-specific objectives or messages to advisors and be a champion for advisors centric to change.
• Lead on the communication and implementation of change initiatives in the region, recognizing the potential risks or resistance of certain change and ensuring changes are communicated clearly to impacted advisors.
• Drive enterprise sales goals and promote key products/ platforms that advisors and the company believe are in the best interests of clients.
• Partner with Transition Teams to support the transition and onboarding of new IA teams.
• Transitioning from advised to managed solutions.

The ideal candidate will possess

• Post-secondary education or training in business, office administration or a related field.
• Recent senior sales leadership experience which includes goal setting, coaching and supervision of staff.
• Experience in the financial services sector.
• CIRO licensing considered an asset.
• Proficiency with the MSOffice suite, including Word, Excel, Powerpoint, Teams, and Outlook.
• Exceptional leadership.