Take charge as a Branch Manager in the financial sector at iA Private Wealth in Montreal or Quebec. Drive compliance and foster advisor development in this pivotal role. In this Branch Manager position, you will manage compliance efforts while enhancing advisor capabilities within your branch.

Key requirements include solid analytical skills, over two years of financial services experience, and the ability to communicate effectively with diverse teams.

Your role will also involve performing annual reviews and training advisors on compliance protocols. Key Responsibilities:
Maintain compliance with all regulatory and company standards
Supervise activities of registered team members
Execute annual branch reviews and generate follow-up reports
Approve client KYC updates and account openings
Provide training on regulatory procedures to staff Requirements:
Minimum two years’ experience in financial services
Proficiency in English for daily communications
Solid organizational and cooperative skills
Recognized attention to detail and integrity
Proven communication and problem-solving capabilities Lead a motivated team at iA Private Wealth to empower clients in securing their future.

📌 Financial Services Branch Manager Montreal
🏢 IA
📍 Montreal