Corporate Branch Manager

** 18 months contract **

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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 ability 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!

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Apply now and get ahead of your career, where your talent really belongs!

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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!