Are you driven by the financial services industry and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As a Branch Manager, you will play a key role in overseeing branch compliance and supporting advisors to ensure adherence to regulatory requirements and internal policies.
This position is a great chance 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 Branch Manager, you'll be at the core of our mission. Here are the main 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.
What Could Accelerate Your Success in This Role We're looking for someone who:
- Is recognized for their integrity, attention to detail, and strong professional ethics;
- Stands out for their communication and problem-solving skills;
- Demonstrates strong analytical and critical thinking abilities;
- Is known for their collaborative leadership style and organizational skills;
- Has more than two years of experience in the financial services industry;
- Has an advanced level of English proficiency, as the role involves communicating by email, telephone, and videoconference with internal and external unilingual English-speaking teams on a daily basis.
Why You'll Love Working With Us
- A work environment where learning and development merge with a collective pursuit of excellence;
- AI is in everyone's hands, empowering you to increase your personal effectiveness while supporting the organization's growth;
- 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.
Apply Now and Get Ahead of Your Career, Where Your Talent Truly 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!
📌 Branch Manager (Montreal)
🏢 iA Financial Group (Industrial Alliance)
📍 Montreal
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