Senior Managed Accounts Compliance Lead (Montreal)

Senior Managed Accounts Compliance Lead (Montreal)

17 Aug
|
iA Financial Group
|
Montreal

17 Aug

iA Financial Group

Montreal

iA Financial Group in Montreal is seeking a Managed Account Supervisor to lead compliance oversight for managed accounts, review client forms, IPS, and oversee quarterly portfolio reviews, ensuring regulatory adherence and alignment with firm policies.You will collaborate with Portfolio Managers, translate regulatory requirements into practical guidance, participate in training, and foster a culture of excellence in a hybrid work environment with robust emphasis on integrity and professional #J-18808-Ljbffr

📌 Senior Managed Accounts Compliance Lead (Montreal)
🏢 iA Financial Group
📍 Montreal

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