Join iA Private Wealth as a Managed Account Supervisor, focusing on compliance and client relationships in Montreal. Experience an enriching hybrid work workplace.

In this capacity, you will oversee compliance adherence and mentor Portfolio Managers within the investment industry. Conduct portfolio reviews, evaluate client investment strategies, and resolve compliance-related issues through effective collaboration. Your leadership will foster a culture of compliance and efficiency.

Key Responsibilities:
• Conduct quarterly portfolio reviews to ensure compliance
• Review New Client Account Forms for suitability
• Perform pooled fund trade reviews for ongoing oversight
• Provide guidance on compliance requirements across units




• Enhance communication between Portfolio Managers and teams

Requirements:
• Minimum 5 years in compliance-related investment roles
• CIRO Registration as Supervisor required
• Strong analytical and communication skills
• Detail-oriented with excellent judgment
• Microsoft Office proficiency and bilingualism advantageous

Leverage your expertise in compliance and mentoring to thrive at iA Private Wealth and help clients achieve their financial goals.
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📌 Account Supervisor - Compliance Focused Role (Ontario)
🏢 iA Financial Group
📍 Ontario