Join iA as a Managed Account Supervisor, where your analytical skills and client focus directly contribute to their future confidence. Enjoy a flexible work environment while ensuring regulatory compliance. This position requires collaboration with Portfolio Managers, conducting thorough audits of managed accounts for compliance.

You’ll review investment proposals, provide essential training, and address any compliance issues effectively. Your proactive nature and capacity to manage multiple priorities will enable you to promote an effective compliance culture across teams. Key Responsibilities:

- Conduct thorough portfolio reviews to ensure compliance
- Approve New Client Account Forms and Investment Policy Statements
- Lead quarterly trade reviews and compliance oversight
- Train Portfolio Managers on compliance practices
- Resolve compliance issues with business partners effectively Requirements:
- Minimum 5 years in an investment compliance role
- CIRO registration required
- Knowledge of CIRO and CSA regulations
- Strong critical thinking and writing skills
- English and French bilingualism is a robust asset Apply your extensive experience in investment compliance and build strong partnerships at iA.

📌 Experienced Managed Account Supervisor Wanted (Montreal)
🏢 IA
📍 Montreal