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 mode. 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 current 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 (Canada)
🏢 Iaawg
📍 Canada