Area Manager, Market Management

Sales and business development

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.

As a Regional Director, you’ll be at the core of our mission. Generate leads and recruit qualified Investment Advisors by clearly presenting the business opportunity, development pathway, and value proposition of iA Private Wealth Management; 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.

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.

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.

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.

AI is in everyone's hands, empowering you to increase your personal effectiveness while supporting the organization’s growth.

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

the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role.

Together, we have earned the trust of our more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $235 billion in assets, we’re a key player in the financial services industry in Canada and the United States. Because, for over 130 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

Our commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, write to us . Someone from our team will be happy to assist you.

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