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 workplace 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 setting.

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