Advance your career as a Senior Managed Account Supervisor at iA, where your expertise directly impacts clients' financial security. Embrace a hybrid work approach while prioritizing compliance and operational excellence. In this pivotal role, you will forge robust relationships with Portfolio Managers and ensure compliance in all aspects of managed accounts.

By conducting portfolio assessments and overseeing client onboarding processes, you will guide strategies that align with regulatory standards. Your strong communication skills will facilitate collaboration across departments. Key Responsibilities:

- Conduct detailed quarterly reviews of managed accounts
- Approve New Client Account Forms and assess investment policies




- Address compliance-related matters in partnership with business units
- Provide training to Portfolio Managers on compliance practices
- Enhance understanding of compliance by promoting a collaborative culture Requirements:
- 5 years of experience in investment compliance
- CIRO supervisor registration mandatory
- In-depth knowledge of CIRO rules required
- Strong attention to detail in a high-volume environment
- Bilingualism in English and French preferred Bring your senior experience in compliance and lead the way in client relationship management at iA.

📌 Senior Supervisor in Managed Accounts (Montreal)
🏢 IA
📍 Montreal