RVP – Advisor Relationships

Job Description

RVP – Advisor Relationships

Are you passionate about nurturing relationships with Advisors and providing exceptional client experience?  We are looking for Regional Vice-President, Advisor Relationships who will be responsible managing connections with Advisors, succession planning, retention and continuous drive to foster branch and advisor relationships.

You will be responsible for Advisors in Alberta, British Columbia and Saskatchewan.

What Will I be Doing

• You will proactively manage your territories (AB, BC, SK) to continue to build strong relationships with Advisors and as such frequent travel will be required;

• You will continuously nurture the business relationship between Investia and the Branch Advisor network;

• You will be plan and conduct regular Branch visits to assess the sales needs and level of satisfaction;

• Your role will be also responsible for promoting programs, products and tools to the identified groups/individual networks consistent with the company’s goals and initiatives;

• You will be the main point of contact between the Advisor and the Head Office Staff to settle grievances and maintain the cooperation that is necessary for the smooth running of operations;

• You will be in charge of ensuring regulatory and compliance requirements are adhered to by supporting the implementation of compliance policies and procedures, reviews, and training programs;

• You will be responsible for ensuring advisors have adequate knowledge and sound background to effectively provide suitable, affordable and viable recommendations to clients without putting themselves, or dealer at risk or disrepute;

• You will propose recommendations on how Investia can provide further support;

• You will collaborates with other departments to meet requests from the Advisor network and proposes progressive ideas;

• You will attend quarterly Sales meetings;

What Are we Looking For:

• Bachelor’s degree in a related discipline and or 10 + years of relevant experience

• Good knowledge of compliance and regulatory requirements

• Good knowledge of financial products and services

• Good knowledge of insurance sector

• Strategic thinking and analytical experience highly advantageous

• Experienced team leadership and people management / development skills

• Availability to travel

The expected base salary range for this position starts at $120,000 and will be commensurate with the candidate’s experience and skill set.

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

Location(s)Vancouver, British Columbia

Other Possible Location(s)Montreal, Quebec, Quebec, Quebec, Toronto, Ontario
CompanyInvestia Financial Services Inc.

Posting End Date2025-01-28

Company Overview

iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 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.

At iA, we’re invested in you.

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, please Contact us here. Someone from our team will be happy to assist you with your needs.