Director leading Intact’s Canadian Commercial Group Programs underwriting portfolio and specialty insurance team. Driving profitable growth, underwriting quality, broker partnerships, and national talent development.
About the role
- Regional Director recruiting and developing Investment Advisors for iA Private Wealth Management. Supporting onboarding, business growth, practice management, and regional advisor development.
Responsibilities
- Generate leads and recruit qualified Investment Advisors for iA Private Wealth Management
- Present the business opportunity, development pathway, and value proposition to candidates
- Guide candidates through recruitment and collaborate with the Regional Vice-President on transition opportunities
- Document sales activities and outcomes
- Support new advisors through onboarding and early productivity milestones
- Help advisors establish client acquisition, planning, and tool utilization practices
- Identify additional coaching, training, and support needs
- Manage a portfolio of advisor relationships within the region
- Translate annual objectives into actions, opportunities, follow-up routines, and measurable progress
- Strengthen client acquisition, asset consolidation, referral development, marketing, and planning-based retention practices
- Promote structured accountability while respecting advisors’ independence
- Encourage adoption of CRM, planning, analytics, digital marketing, and client engagement tools
- Serve as primary contact for emerging and growing advisors
- Coordinate advisor transitions to the Regional Vice-President as businesses mature
- Support regional growth priorities, campaigns, advisor development initiatives, and platform adoption
- Identify common needs and recommend scalable solutions
- Collaborate with product, planning, marketing, training, compliance, technology, and operations teams
- Provide regional leadership with insights into advisor needs, obstacles, and trends
- Reinforce the independent and entrepreneurial culture of iA Private Wealth Management
Requirements
- Experience in wealth management, investment advisor recruitment, business development, advisor support, practice management, sales support, recruitment, or regional support functions
- Experience building strong relationships and influencing through collaboration and partnership
- Ability to coach early-career or growing advisors in disciplined execution practices and core business development principles
- Comfortable using customer relationship management tools, dashboards, lead and opportunity reporting tools, and digital solutions
- Ability to translate strategy into practical business practices, tailored tools, and actionable plans for advisors
- Strong collaboration skills with regional leadership, Regional Vice-Presidents, and product, planning, marketing, operations, compliance, and technology teams
- Energetic, organized, personable, commercially curious, and highly execution-oriented
- Ability to build trust with new advisors, create momentum, reinforce growth-oriented habits, and turn opportunities into measurable progress
- Advanced proficiency in English
- Ability to collaborate verbally and in writing with unilingual English-speaking partners daily
Benefits
- Flexible group insurance plans and telemedicine services
- Competitive retirement savings plan
- Employee share purchase plan
- Vacation program
- Wellness days
- Personal development days
- Employee and Family Assistance Program (EFAP)
- Ergonomic furniture program
- Performance bonus
- Discounts on iA products
- Hybrid work environment
- Flexibility and access to inspiring and innovative workspaces
- Learning and development opportunities
- Healthy, safe, fair, and inclusive work environment
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