Make a significant impact as a Senior Managed Account Supervisor with iA Financial Group in Montreal or Toronto. This role focuses on compliance and relationship management with Portfolio Managers. With over five years of investment industry experience, you will ensure compliance with regulatory standards and assess client investment strategies.

This position emphasizes collaboration, enabling you to train and guide Portfolio Managers, fostering an environment of best practices and compliance awareness. Key Responsibilities:

- Conduct quarterly reviews for managed accounts
- Review client account forms and ensure compliance
- Guide Portfolio Managers on regulatory expectations
- Deliver compliance training and support
- Foster relationships to enhance communication within teams Requirements:
- Minimum of 5 years in investment industry
- CIRO Registration or relevant licensing
- Deep understanding of compliance standards
- Strong attention to detail and organizational skills
- Proficiency in Microsoft Office Suite Enhance client confidence and comply with standards at iA Financial Group, while collaborating in a agile environment.

📌 Senior Managed Account Supervisor Position (Montreal)
🏢 iA Financial Group
📍 Montreal