iA Private Wealth Branch Management (Montreal)

iA Private Wealth Branch Management (Montreal)

25 Aug
|
IA
|
Montreal

25 Aug

IA

Montreal

Join iA Private Wealth as a Branch Manager, focusing on compliance and advisor support in Montreal or Quebec. Your leadership will foster client confidence and team development. As a Branch Manager at iA Private Wealth, you will ensure adherence to regulatory requirements while guiding a team of financial advisors.

This role demands a strong background in financial services, exceptional communication skills, and a commitment to ethical practices. You will engage in training and branch reviews, enhancing operations and client service. Key Responsibilities:

- Manage compliance with internal and regulatory policies
- Oversee supervision of registered advisors in your branch
- Conduct annual reviews and compile reports for management
- Authorize KYC updates and manage recent client accounts
- Train staff on relevant policies and best practices Requirements:
- At least two years in the financial services industry
- Advanced English language skills for effective communication
- Strong analytical and organizational skills
- High integrity and attention to detail
- Effective problem-solving and team collaboration Embrace a fulfilling career at iA Private Wealth by supporting clients and advisors alike.

📌 iA Private Wealth Branch Management (Montreal)
🏢 IA
📍 Montreal

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