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 solid professional ethics required
Advanced English proficiency for communication
Robust analytical and problem-solving skills
Team-oriented 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