Corporate Branch Manager

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Job Description Corporate Branch Manager ** 18 months contract ** ______________________________________________________________________________ Build the future with us Are you driven by the mutual fund industry and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As a Corporate Branch Manager you will play a key role in compliance and working closely with advisors. This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation. _____________________________________________________________________________ What you'll accomplish with us As a Corporate Branch Manager , you'll be at the core of our mission. Here are the main responsibilities: Providing exceptional support and coverage to other Corporate Branch Managers on the team, ensuring seamless operations and high-quality service. Assisting our order affirmation team and other compliance teams as needed, with a focus on delivering accurate and timely support. Maintaining compliance policies and procedures at each office, ensuring they are up-to-date and effectively communicated. Reviewing and approving new account openings with a customer-centric approach, ensuring all requirements are met. Ensuring compliance with suitability requirements , prioritizing the best interests of our clients. Supervising trades and advice given to clients , providing guidance and support to ensure client satisfaction. Overseeing Branch Manager and/or Representative activities , fostering a supportive and collaborative environment. Reviewing and following up on previous day's trades , addressing any issues promptly and professionally. Following up on questionable trades and escalating as necessary , always with a focus on client protection and compliance. Completing KYC update review and approval , ensuring client information is accurate and up-to-date. Providing training and education to the field , enhancing the knowledge and skills of our team members. Monitoring trends, communicating findings, and implementing corrective actions , always aiming to improve our service quality. Acting as a resource for the field , offering expert advice and support to ensure client needs are met. ______________________________________________________________________________ What could accelerate your success in this role We're looking for someone who: - Has University degree or equivalent post-secondary education. - Has Minimum 2-3 years of compliance supervision experience and 3-5 years in the Mutual Fund Industry. - Is known for their a bility to understand, analyze and interpret Regulatory legislation. - Stands out for their team player, ability to adapt to change and great jugement skills - Is recognized for their strong knowledge of the mutual fund industry. - Has their Completion of the Branch Managers Course or either the Officers, Partners and Directors (OPD) Course or Partners, Directors and Officers (PDO) Course. - Has advanced level of French and English proficiency, as the role involves collaborating with French and English speaks on a regular basis. ________________________________________________ Why you'll love working with us - A work environment where learning and development merge with a collective pursuit of excellence; - A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed; - The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces; - Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more! ______________________________________________________________________________ Apply now and get ahead of your career, where your talent really belongs! ______________________________________________________________________________ Still unsure about applying? At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply - your place might be with us, and we want to get to know you! ______________________________________________________________________________ The typical hiring range for this position is between 70 000$ and 85 000$ CAD per year; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role. At iA, we are committed to offering a fair, equitable, and market-based compensation structure. Our market data is updated annually to reflect the most current market conditions. Location(s) Montreal / 1981 McGill College Ave

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