Lead branch compliance and empower advisors with iA Private Wealth as a Branch Manager in Montreal. This hybrid role emphasizes your expertise in regulatory oversight and financial services. In this pivotal Branch Manager position, you'll oversee compliance and provide supervision to registered individuals. You'll conduct annual branch reviews, approve KYC updates, and train staff on policies.

Your role is crucial to maintaining a trustworthy environment for clients and advisors alike. Key Responsibilities:

- Ensure adherence to regulatory and internal policies
- Supervise Level 1 registered individuals in branches
- Conduct annual branch reviews with detailed reports
- Approve KYC updates and new account openings
- Train advisors on applicable policies and procedures Requirements:
- Over two years of financial services experience
- Integrity and strong professional ethics required
- Advanced English proficiency for communication
- Robust analytical and problem-solving skills
- Collaborative leadership style and organizational skills Utilize your regulatory knowledge and leadership abilities to foster trust and success at iA Private Wealth in this branch management role.

📌 Branch Manager at iA Private Wealth (Montreal)
🏢 Iaawg
📍 Montreal