- Location
- Montreal / 1981 McGill College Avenue (37.5 Hrs), Canada · Quebec, Quebec
- Workplace
- Hybrid
- Type
- Full-time
- Seniority
- Manager
- Closing date
- Today
- Source
- Workday
Description
Job Description
Build the Future with Us
What You'll Accomplish with Us
- Ensure compliance with company policies and regulatory requirements;
- Perform Level 1 supervision of registered individuals within assigned branches;
- Conduct annual branch reviews and prepare follow-up reports;
- Approve KYC updates and new account openings;
- Train advisors and support staff on applicable policies and procedures.
What Could Accelerate Your Success in This Role
- Is recognized for their integrity, attention to detail, and strong professional ethics;
- Stands out for their communication and problem-solving skills;
- Demonstrates strong analytical and critical thinking abilities;
- Is known for their collaborative leadership style and organizational skills;
- Has more than two years of experience in the financial services industry;
- Has an advanced level of English proficiency, as the role involves communicating by email, telephone, and videoconference with internal and external unilingual English-speaking teams on a daily basis.
Why You'll Love Working With Us
- A work environment where learning and development merge with a collective pursuit of excellence;
- AI is in everyone's hands, empowering you to increase your personal effectiveness while supporting the organization's growth;
- 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.
Apply Now and Get Ahead of Your Career, Where Your Talent Truly Belongs!
Still Unsure About Applying?
Location(s)
Montreal / 1981 McGill College AvenueOther Possible Location(s)
Quebec / 1080, Grande Allee WestCompany
iA Private Wealth Inc.Posting End Date
2026-08-18Company Overview
iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.
With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.
At iA, we’re invested in you.
* iA Financial group includes of the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto
Our Commitment to Diversity and Inclusion
At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.
Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.
