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About the role

  • Branch Manager overseeing compliance, supervision, reviews, KYC approvals, and training for iA Private Wealth. Supporting advisors in a flexible hybrid environment.

Responsibilities

  • Ensure compliance with company policies and regulatory requirements
  • Perform Level 1 supervision of registered individuals within assigned branches
  • Conduct annual branch reviews and prepare follow-up reports
  • Approve KYC updates and new account openings
  • Train advisors and support staff on applicable policies and procedures
  • Oversee branch compliance and support advisors with regulatory adherence

Requirements

  • More than two years of experience in the financial services industry
  • Advanced English proficiency
  • Ability to communicate by email, telephone, and videoconference with unilingual English-speaking internal and external teams daily
  • Integrity, attention to detail, and strong professional ethics
  • Strong communication and problem-solving skills
  • Strong analytical and critical thinking abilities
  • Collaborative leadership style and organizational skills

Benefits

  • Learning and development opportunities
  • AI tools supporting personal effectiveness and organizational growth
  • Healthy, safe, fair, and inclusive work environment
  • Hybrid work environment with flexibility
  • Access to inspiring and innovative workspaces
  • Flexible work model and work-life balance
  • Employee wellbeing focus
  • Recruitment accessibility assistance

Job title

Job type

Full Time

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

HybridMontrealCanada

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