Ia Private Wealth Branch Management Montreal

Ia Private Wealth Branch Management Montreal

27 Aug
|
IA
|
Montreal

27 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 robust 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
Robust 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

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: ia private wealth branch management montreal / montreal

Subscribe to this job alert:

Get the latest job offers by email for: ia private wealth branch management montreal / montreal