Branch Operations Manager Jobs in Quebec (NOW HIRING)

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 coverageto other Corporate Branch Managers on the team, ensuring seamless operations and high-quality service.

• Assisting our order affirmation team and other compliance teamsas needed, with a focus on delivering accurate and timely support.

• Maintaining compliance policies and proceduresat each office, ensuring they are up-to-date and effectively communicated.

• Reviewing and approving new account openingswith 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!

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.

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.