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Directeur(trice) de succursale

iiA Financial Group2000 McGill College Avenue, Suite 1100, Montreal, QC0
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Description

The Branch Manager will play a key role in compliance supervision for agencies and supporting advisors to ensure adherence to regulatory standards and internal policies within the financial services sector.

What We're Looking For

Ensure compliance with company policies and regulatory requirements,Perform level 1 supervision of registered individuals in assigned branches,Conduct annual branch visits and produce follow-up reports,Approve KYC updates and account openings,Train advisors and support staff on applicable policies and procedures

Hard Skills

Compliance supervision
KYC updates approval

Soft Skills

Rigor
professional ethics
communication
problem-solving
analytical skills
synthesis skills
collaborative leadership
organizational skills

Benefits

Flexible group insurance
competitive retirement plan
stock purchase plan
vacation and well-being days
personal development
telemedicine
employee and family assistance program
ergonomic furniture program
performance bonus
discounts on iA products

About the Company

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iA Financial Group

iA Financial Group is one of the largest insurance and wealth management groups in Canada, also operating in the United States. Founded in 1892, it offers a comprehensive range of life and health insurance, savings and retirement plans, mutual funds, and securities to protect the financial wellbeing of its clients.

Purpose-led
Collaborative
Growth-oriented
Professional
Supportive
View all jobs at iA Financial Group
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