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Employer: iA Private Wealth Inc.

Office: 1981 McGill College Avenue

Location: Montreal, Quebec

Other Possible Location(s): Toronto, Ontario

Job category: Compliance Generalist/Multidiscipline

Job ID: JR10027398

Job type: Permanent Job

Apply before: 2026-10-30

Description

Managed Account Supervisor

______________________________________________________________________________

Build the future with us

Are you eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As a Managed Account Supervisor, you will play a key role in establishing and nurturing working relationships with Portfolio Managers, ensuring strict adherence to regulatory and firm compliance.

This position is a great opportunity 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 Managed Account Supervisor, you’ll be at the core of our mission. Here are the main responsibilities:

Conduct comprehensive quarterly portfolio reviews for managed accounts (including Unified Managed Accounts) to ensure adherence to regulatory and firm compliance standards

Review and approve New Client Account Forms (NCAFs), KYC updates, and Investment Policy Statements (IPS) to assess the suitability of proposed investment strategies

Perform quarterly pooled fund trade reviews to support ongoing suitability and compliance oversight

Participate in the review, interpretation, and resolution of compliance-related matters

Provide ongoing guidance to Portfolio Managers and other business units on compliance requirements and expectations

Provide training and onboarding support to Portfolio Managers on managed platforms and best practices Foster strong working relationships with Portfolio Managers and their teams to support effective communication and collaboration

Address and de-escalate issues raised by business partners by identifying practical solutions that balance business needs with regulatory requirements

Promote a culture of compliance by working collaboratively with internal teams to enhance awareness and understanding of compliance standards

Identify opportunities to enhance efficiency and effectiveness of the firm’s compliance and supervision systems

Stay current on regulatory developments and maintain a strong understanding of internal policies and procedures as well as within the industry

______________________________________________________________________________

What could accelerate your success in this role

We’re looking for someone who:

5 years or more relevant investment industry experience with a CIRO member firm or an ICPM acceptable to the Corporation, preferably within a compliance related role

CIRO Registration as a Supervisor

Canadian Investment Regulatory Exam (“CIRE”), Retail Securities Exam, and Supervisor Exam and minimum two years of relevant experience acceptable to the Corporation

OR have been licensed within the last 3 years on the Investment Dealer side with CIRO, with required CSI courses in good standing (Canadian Securities Course, Conducts & Practices Handbook, etc)

Options licensed or CIRO Derivatives exam is a strong asset

CIM Designation and/or CFA Charter

Strong knowledge of CIRO and CSA rules

Strong analytical and critical thinking skills

Self-motivated and proactive, with the ability to effectively manage competing priorities in a dynamic setting

Highly organized with strong attention to detail and the ability to prioritize and manage multiple tasks in a high-volume, fast-paced setting

Excellent written and verbal communication skills,



with the ability to engage effectively with both Portfolio Managers and Head Office employees

Demonstrates sound judgment and a high degree of discretion in handling confidential information

Proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, OneNote)

Bilingual in English and French is strongly preferred

______________________________________________________________________________

Why you’ll love working with us

- A work environment where learning and development merge with a collective pursuit of excellence;
- 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;
- Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more!

______________________________________________________________________________

and get ahead of your career, where your talent really 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!

______________________________________________________________________________

Get ahead of your career, where your talent belongs

See why so many people choose iA!

Company Overview iA Financial Group is the strength of a company with a human side, with its over 10,000 employees. Together, we have earned the trust of our more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $235 billion in assets, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 130 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

Our commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, write to us. Someone from our team will be happy to assist you.

______________________________________________________________________________

Build the future with us

Are you eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As a Managed Account Supervisor, you will play a key role in establishing and nurturing working relationships with Portfolio Managers, ensuring strict adherence to regulatory and firm compliance.

This position is a outstanding opportunity 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 Managed Account Supervisor, you’ll be at the core of our mission. Here are the main responsibilities:

Conduct comprehensive quarterly portfolio reviews for managed accounts (including Unified Managed Accounts)



to ensure adherence to regulatory and firm compliance standards

Review and approve New Client Account Forms (NCAFs), KYC updates, and Investment Policy Statements (IPS) to assess the suitability of proposed investment strategies

Perform quarterly pooled fund trade reviews to support ongoing suitability and compliance oversight

Participate in the review, interpretation, and resolution of compliance-related matters

Provide ongoing guidance to Portfolio Managers and other business units on compliance requirements and expectations

Provide training and onboarding support to Portfolio Managers on managed platforms and best practices Foster strong working relationships with Portfolio Managers and their teams to support effective communication and collaboration

Address and de-escalate issues raised by business partners by identifying practical solutions that balance business needs with regulatory requirements

Promote a culture of compliance by working collaboratively with internal teams to enhance awareness and understanding of compliance standards

Identify opportunities to enhance efficiency and effectiveness of the firm’s compliance and supervision systems

Stay current on regulatory developments and maintain a strong understanding of internal policies and procedures as well as within the industry

______________________________________________________________________________

What could accelerate your success in this role

We’re looking for someone who:

5 years or more relevant investment industry experience with a CIRO member firm or an ICPM acceptable to the Corporation, preferably within a compliance related role

CIRO Registration as a Supervisor

Canadian Investment Regulatory Exam (“CIRE”), Retail Securities Exam, and Supervisor Exam and minimum two years of relevant experience acceptable to the Corporation

OR have been licensed within the last 3 years on the Investment Dealer side with CIRO, with required CSI courses in good standing (Canadian Securities Course, Conducts & Practices Handbook, etc)

Options licensed or CIRO Derivatives exam is a strong asset

CIM Designation and/or CFA Charter

Strong knowledge of CIRO and CSA rules

Strong analytical and critical thinking skills

Self-motivated and proactive, with the ability to effectively manage competing priorities in a dynamic environment

Highly organized with strong attention to detail and the ability to prioritize and manage multiple tasks in a high-volume, fast-paced setting

Excellent written and verbal communication skills, with the ability to engage effectively with both Portfolio Managers and Head Office employees

Demonstrates sound judgment and a high degree of discretion in handling confidential information

Proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, OneNote)

Bilingual in English and French is strongly preferred

______________________________________________________________________________

Why you’ll love working with us

- A work environment where learning and development merge with a collective pursuit of excellence;
- 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;
- Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more!

______________________________________________________________________________

and get ahead of your career, where your talent really 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!

______________________________________________________________________________

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📌 Senior Managed Account Supervisor (Montreal)
🏢 iA Groupe financier / iA Financial Group
📍 Montreal