Oversee compliant mutual fund trading for Quadrus investment services in Montreal, reviewing accounts, transactions, and advisor activity.
Investment Planning Counsel, part of Canada Life, seeks a Corporate Branch Manager for Quadrus investment services Ltd. This hybrid Montreal position requires in-office attendance three days weekly and focuses on supervising mutual fund trading activities. You will assess regulatory requirements, address undesirable activity, and support investment representatives and branch staff.
Key Responsibilities: Supervise mutual fund trading activities across the branch office
Review KYC updates, new accounts, and redemptions
Pre-approve leveraged investment strategies and advisor trades




Ensure mandatory 90-day training completion for current registrants
Participate in physical or virtual office visits
Requirements: Fluent French and English communication abilities
Strong business acumen and industry knowledge
Effective collaboration, communication, and influencing skills
Branch Manager qualification with Canadian Securities Institute
Registered to sell mutual funds for over two years
Bring branch oversight, business judgment, and bilingual communication to Quadrus mutual fund supervision in Montreal’s head office.

#J-18808-Ljbffr

📌 Quadrus Mutual Fund Branch Manager (Quebec City)
🏢 Canada Life Group
📍 Quebec City