Elevate your career as a Managed Account Supervisor with iA Private Wealth in Montreal. This hybrid role emphasizes compliance oversight and relationship building with Portfolio Managers.

At iA Private Wealth, you will be pivotal in maintaining compliance and supporting Portfolio Managers. You’ll conduct quarterly portfolio reviews, assess client account forms, and provide essential training on compliance requirements. Success in this role hinges on your ability to foster solid collaborations and proactively address compliance-related matters.

Key Responsibilities:
• Conduct comprehensive portfolio reviews for managed accounts
• Review and approve New Client Account Forms and KYC updates
• Perform quarterly pooled fund trade reviews for compliance




• Guide Portfolio Managers on compliance matters and best practices
• Develop effective communication channels with business partners

Requirements:
• 5+ years in the investment industry, preferably in compliance
• CIRO Registration as a Supervisor
• Strong knowledge of CIRO and CSA rules
• Excellent communication skills with attention to detail
• Proficient in Microsoft Office and bilingual preferred

Harness your skills in compliance and portfolio management to make a real difference at iA Private Wealth.
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📌 Managed Account Supervisor at iA Private Wealth (Ontario)
🏢 iA Financial Group
📍 Ontario