Our current job postings

Assistant Branch Manager

  • Employer: iA Private Wealth Inc.
  • Office: 2200 McGill College Avenue
  • Location: Montreal, Quebec
  • Other Possible Location(s): Toronto, Ontario; Québec, Quebec
  • Job category: Retail Banking Regional and Branch Management - Generalist/Multidiscipline
  • Job ID: JR10014844
  • Job type: Permanent Job Full time
  • Apply before: 2022-12-03

Description

Retail Banking/Permanent/Quebec, Montreal, Toronto/Telework/Desired start date: As soon as possible

The Assistant Branch Manager is responsible for supporting the Branch Managers and providing operational and administrative support and assisting the Branch Managers with compliance supervision.

Specifically, you can expect to:


1. Provide administrative support by:

  • Preparing Branch Review documentation and presentation materials, as requested by Branch Managers.
  • Preparing meeting agendas and meeting materials and documents.
  • Preparing pre-audit questionnaires and reports for semi-annual visits performed by Branch Managers.
  • Preparing branch site visit reports of findings and follow up for resolution of deficiencies.
  • Preparing other branch reports as required.
  • Reviewing daily blotters.
  • Approving KYC updates and new accounts.
  • Staying informed regarding industry trends and issues.
  • Ensuring compliance policies and procedures are followed and put into practice.
  • Reviewing and following up on all head office corporate audits to ensure compliance and attention to deficiencies and providing responses back to head office.


2. Provide operational support by:

  • Assisting with branch review activities.
  • Participating in special projects
  • Responding to advisors and their staff regarding their questions on administrative issues
  • Finding solutions to pending items on behalf of advisors by dealing with different head office departments
  • Following up with departments when responses have not been received


3. Contribute to the effective functioning of the branch team by:

  • Building effective working relationships across the team and with various business line and corporate function contacts.
  • Maintaining a high level of customer service.
  • Facilitating a culture of open and honest communication.
  • Actively participating and contributing to touch bases and team meetings.
  • Encouraging the generation of new ideas and approaches.Actively sharing knowledge and experience to enhance the development of all team members.
  • Developing and executing a meaningful employee development plan.

Your career path looks like this:

  • University degree or equivalent post-secondary education.
  • 2+ years of experience in the financial services industry, with some branch and sales management experience.
  • Completion of the Canadian Securities Course (CSC) and completion of the Conduct and Practices Handbook (CPH).
  • Completion of the Branch Managers Course and Effective Management Seminar will be required.
  • Intermediate/Advanced Skills in Microsoft Office (Excel, PowerPoint and Word).
  • Strong organizational and management skills.
  • Excellent written and verbal communication skills
  • Excellent English and French language skills, both oral and written due to frequent interactions with English and French-speaking colleagues or internal partners across Canada.
  • Ability to take initiative and work independently.
  • Ability to meet deadlines.

Do you aspire to become a Branch Manager and you have completed the courses required by the regulatory body? However you feel like you need additional exposure to branch compliance? This opportunity is a great way to gain experience in the field and to build those relationships.


At iA, we invest,
in you.

Our employees are our best investment and we have much to offer them.


Company Overview

About

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 50,000 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.

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.