Director leading training, communications, and production initiatives for iA Private Wealth. Ensuring alignment with organizational goals and nurturing a high-performance team culture.
Responsibilities
Provide visionary leadership and strategic direction to the team, ensuring alignment with organizational goals and priorities.
Inspire, mentor, and develop a high-performing team culture rooted in collaboration, innovation, accountability, and continuous improvement.
Demonstrate exceptional communication and stakeholder engagement skills to build trust, influence outcomes, and drive cross-functional alignment.
Oversee the design and delivery of comprehensive training programs that support advisor, client and employee success across digital platforms, financial planning, practice management, insurance, and growth initiatives.
Lead a team of training professionals, providing strategic direction and support to ensure consistent, high-quality program execution.
Define and implement a multi-modal training strategy for advisors, including in-person sessions, webinars, videos, and podcasts, grounded in adult learning principles.
Develop client-facing training materials to support adoption and engagement with the Client Portal and Mobile App.
Oversee the creation of tailored learning experiences—workshops, e-learning modules, and coaching programs—to meet the diverse needs of advisors and advisory teams.
Continuously evaluate training effectiveness through feedback, assessments, and performance metrics, and refine programs accordingly.
Stay current with industry trends and best practices to ensure training offerings remain relevant, competitive, and impactful.
Lead a high-performing team to ensure seamless execution of daily communications, strategic initiatives, and ad hoc projects.
Develop and implement a strategic communications framework that delivers timely, relevant, and engaging content to advisors, clients, and employees.
Oversee all communications developed on behalf of the dealer, president, and executive team, ensuring alignment with corporate messaging and brand standards.
Collaborate with internal stakeholders to assess needs, lead content development, determine optimal channels and formats, execute targeted messaging strategies, and monitor effectiveness.
Evaluate and refine content to uphold high standards of quality, consistency, and brand alignment, while tailoring messaging to the unique needs of Private Wealth.
Manage intake and editorial processes for advisor and employee newsletters, ensuring timely, accurate, and streamlined delivery of weekly and monthly communications.
Lead planning and content development for quarterly iA Private Wealth employee town halls and other key events.
Collaborate with an external vendor to manage the dealer’s monthly client statement process for messaging, promotional imagery, and print/digital inserts—ensuring timely distribution across all channels, including the Client Portal and Mobile App.
Own the governance and manage the advisor intranet, partnering with contributors to maintain accurate, up-to-date, and high-value content.
Oversee the end-to-end design and production of communications, events, training materials, and resources for advisors and clients.
Lead a team of digital and graphic designers to produce visually compelling, brand-aligned assets that meet business needs.
Manage internal and external production workflows, ensuring timely delivery, budget adherence, and alignment with stakeholder expectations.
Ensure consistency and quality across all advisor and client touchpoints—including statements, websites, social media, guides, and manuals.
Monitor and optimize design and production processes, identifying opportunities for efficiency and continuous improvement.
Requirements
Bachelor’s degree in business, communications or a related discipline; advanced certifications or continuing education in communications, learning, &/or leadership are considered assets.
Minimum of 10 years’ progressive experience in leadership, business management, communications, and learning & development, with a proven ability to lead teams and deliver integrated programs across communication, training development, design, and production management.
Demonstrated success in a leadership role within a large, matrixed organization, with a track record of driving individual and team performance, enhance advisor satisfaction and retention, and deliver measurable impact through strategic enablement initiatives.
Strong knowledge of the wealth management industry with specific expertise in enablement strategies tailored to the independent advisor channel.
Exceptional ability to navigate competing priorities and stakeholder interests with diplomacy, influence, and sound judgment.
Strategic thinker with a creative mindset, high adaptability, and comfort operating in dynamic, fast-paced environments.
Strong learning and change agility, paired with a proactive, results-driven approach and a sense of urgency.
Passionate about innovation and continuous improvement, with a growth mindset and commitment to challenging the status quo.
Skilled in building and sustaining strong relationships with internal and external partners through effective communication, collaboration, and influence.
Bilingualism in French and English is preferred and considered a strong asset for supporting national communications and enhancing advisor, client, and employee engagement across diverse regions.
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