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.

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