Elevate your career as a Branch Manager at iA Private Wealth in Montreal, where you will oversee compliance and manage advisor performance in a hybrid model. This is an opportunity to apply your financial industry expertise effectively. In this critical role, you will supervise compliance adherence and support registered individuals within the branch.

Conducting branch reviews and training advisors on policies are essential tasks that drive operational excellence. You will create an environment of trust and security for clients. Key Responsibilities:

- Ensure compliance with financial regulations and policies
- Supervise registered individuals through Level 1 oversight
- Perform annual branch reviews with comprehensive reporting
- Approve new account openings and KYC updates
- Train advisors on regulations and internal procedures Requirements:
- Over two years of experience in financial services
- Demonstrated integrity and strong ethics
- Excellent English proficiency for client interactions
- Robust problem-solving and analytical skills
- Leadership experience with organizational capabilities Bring your regulatory knowledge and leadership to iA Private Wealth, ensuring compliance and contributing to a collaborative team.

📌 iA Private Wealth Branch Manager Role (Montreal)
🏢 Iaawg
📍 Montreal