Director, Business Enablement & Production

Job Title
Director, Business Enablement & Production

Build the future with us

Reporting to the AVP, Business Implementation Strategy & Execution, this role leads the strategic planning, development, and execution of training development, communications, design and production initiatives for iA Private Wealth.

The main functions of the team include:

• Training Development focused on advisor, client and employee education

• Communications serving advisors, clients & employees

• Design and Production supporting stakeholder partners

This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

What you’ll accomplish with us

As a senior leader within the Advisor & Client Experience team, the Director is accountable for shaping and executing the business strategy across advisor, client, and employee audiences.

Key responsibilities include:

Team Leadership

• 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.

Training Development

• 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.

Communications

• 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.

Design & Production

• 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.

What could accelerate your success in this role

• 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.

Why you’ll love working with us

• A work environment where learning and development merge with a collective pursuit of excellence;

• A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed;

• The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces;

• Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more!

Apply now and get ahead of your career, where your talent really belongs! 

Still unsure about applying?

At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply – your place might be with us, and we want to get to know you!