Managed Account Supervisor
Montreal, QC ยท Hybrid
Managed Account Supervisor _____ Build the future with us Are you eager to contribute to the ... Canadian Investment Regulatory Exam ("CIRE"), Retail Securities Exam, and Supervisor Exam and ...
Montreal, QC ยท Hybrid
Managed Account Supervisor _____ Build the future with us Are you eager to contribute to the ... Canadian Investment Regulatory Exam ("CIRE"), Retail Securities Exam, and Supervisor Exam and ...
Montreal, QC ยท Hybrid
Managed Account Supervisor _____ Build the future with us Are you eager to contribute to the ... Canadian Investment Regulatory Exam ("CIRE"), Retail Securities Exam, and Supervisor Exam and ...
Montreal, QC ยท Hybrid
Managed Account Supervisor _____ Build the future with us Are you eager to contribute to the ... Canadian Investment Regulatory Exam ("CIRE"), Retail Securities Exam, and Supervisor Exam and ...
Montreal, QC ยท Hybrid
Managed Account Supervisor _____ Build the future with us Are you eager to contribute to the ... Canadian Investment Regulatory Exam ("CIRE"), Retail Securities Exam, and Supervisor Exam and ...
CA$25.02/hr
To revoke or terminate the exam in case candidates are not following all test security policies as ... Appropriate documentation on client CRM * Ensuring data security - proprietary data of customers
CA$25.02/hr
To revoke or terminate the exam in case candidates are not following all test security policies as ... Appropriate documentation on client CRM * Ensuring data security - proprietary data of customers
Completion of an acceptable mutual fund branch management exam (BCO) offered by the CSI,orabilityto write the exam within 4 months of start date * Bilingualism (English and French)required, as you ...
Completion of an acceptable mutual fund branch management exam (BCO) offered by the CSI,orabilityto write the exam within 4 months of start date * Bilingualism (English and French)required, as you ...
Montreal, QC ยท On-site
Completion of an acceptable mutual fund branch management exam (BCO) offered by the CSI,orabilityto write the exam within 4 months of start date * Bilingualism (English and French)required, as you ...
Montreal, QC ยท On-site
Completion of an acceptable mutual fund branch management exam (BCO) offered by the CSI,orabilityto write the exam within 4 months of start date * Bilingualism (English and French)required, as you ...
Montreal, QC ยท On-site
Completion of an acceptable mutual fund branch management exam (BCO) offered by the CSI,orabilityto write the exam within 4 months of start date * Bilingualism (English and French)required, as you ...
Montreal, QC ยท On-site
Completion of an acceptable mutual fund branch management exam (BCO) offered by the CSI,orabilityto write the exam within 4 months of start date * Bilingualism (English and French)required, as you ...
Montreal, QC ยท On-site
Completion of an acceptable mutual fund branch management exam (BCO) offered by the CSI,orabilityto write the exam within 4 months of start date * Bilingualism (English and French)required, as you ...
Montreal, QC ยท On-site
Completion of an acceptable mutual fund branch management exam (BCO) offered by the CSI,orabilityto write the exam within 4 months of start date * Bilingualism (English and French)required, as you ...
Sherbrooke, QC ยท On-site
Completion of an acceptable mutual fund branch management exam (BCO) offered by the CSI,orabilityto write the exam within 4 months of start date * Bilingualism (English and French) required, as you ...
Sherbrooke, QC ยท On-site
Completion of an acceptable mutual fund branch management exam (BCO) offered by the CSI,orabilityto write the exam within 4 months of start date * Bilingualism (English and French) required, as you ...
Completion of an acceptable mutual fund branch management exam (BCO) offered by the CSI,orabilityto write the exam within 4 months of start date * Bilingualism (English and French)required, as you ...
Completion of an acceptable mutual fund branch management exam (BCO) offered by the CSI,orabilityto write the exam within 4 months of start date * Bilingualism (English and French)required, as you ...
Montreal, QC ยท On-site
Completion of an acceptable mutual fund branch management exam (BCO) offered by the CSI, or ability to write the exam within 4 months of start date * Bilingualism (English and French) required, as ...
Montreal, QC ยท On-site
Completion of an acceptable mutual fund branch management exam (BCO) offered by the CSI, or ability to write the exam within 4 months of start date * Bilingualism (English and French) required, as ...
A career as an Operations Director within the National Bank Financial - Wealth Management team ... Exam (CIRE) or equivalent industry certification is considered an asset. Your benefits In addition ...
A career as an Operations Director within the National Bank Financial - Wealth Management team ... Exam (CIRE) or equivalent industry certification is considered an asset. Your benefits In addition ...
It involves managing proctor logistics, exam materials, and off-campus assessment processes while maintaining academic integrity and institutional standards. The position also supports contingency ...
It involves managing proctor logistics, exam materials, and off-campus assessment processes while maintaining academic integrity and institutional standards. The position also supports contingency ...
Completedan acceptable mutual fund branch management exam offered by the CSI,or abilityto writeanexam within 4 months of startdate * Minimum 3 years in a people management role
Completedan acceptable mutual fund branch management exam offered by the CSI,or abilityto writeanexam within 4 months of startdate * Minimum 3 years in a people management role
Completedan acceptable mutual fund branch management exam offered by the CSI,or abilityto writeanexam within 4 months of startdate * Minimum 3 years in a people management role
Completedan acceptable mutual fund branch management exam offered by the CSI,or abilityto writeanexam within 4 months of startdate * Minimum 3 years in a people management role
Chambly, QC ยท On-site
Completedan acceptable mutual fund branch management exam offered by the CSI,or abilityto writeanexam within 4 months of startdate * Minimum 3 years in a people management role
Chambly, QC ยท On-site
Completedan acceptable mutual fund branch management exam offered by the CSI,or abilityto writeanexam within 4 months of startdate * Minimum 3 years in a people management role
Drummondville, QC ยท On-site
Completedan acceptable mutual fund branch management exam offered by the CSI,or abilityto writeanexam within 4 months of startdate * Minimum 3 years in a people management role
Drummondville, QC ยท On-site
Completedan acceptable mutual fund branch management exam offered by the CSI,or abilityto writeanexam within 4 months of startdate * Minimum 3 years in a people management role
Granby, QC ยท On-site
Completedan acceptable mutual fund branch management exam offered by the CSI,or abilityto writeanexam within 4 months of startdate * Minimum 3 years in a people management role
Granby, QC ยท On-site
Completedan acceptable mutual fund branch management exam offered by the CSI,or abilityto writeanexam within 4 months of startdate * Minimum 3 years in a people management role
Montreal, QC ยท Hybrid
Assess new account documentation for the Managed Program (e.g., Investment Policy Statements ... Canadian Investment Regulatory Exam ("CIRE") and Retail Securities Exam and Supervisor Exam, and ...
Montreal, QC ยท Hybrid
Assess new account documentation for the Managed Program (e.g., Investment Policy Statements ... Canadian Investment Regulatory Exam ("CIRE") and Retail Securities Exam and Supervisor Exam, and ...
Montreal, QC ยท Hybrid
Assess new account documentation for the Managed Program (e.g., Investment Policy Statements ... Canadian Investment Regulatory Exam ("CIRE") and Retail Securities Exam and Supervisor Exam, and ...
Montreal, QC ยท Hybrid
Assess new account documentation for the Managed Program (e.g., Investment Policy Statements ... Canadian Investment Regulatory Exam ("CIRE") and Retail Securities Exam and Supervisor Exam, and ...
Reporting to the Regional Manager, as a Financial Consultant, you will assist MD clients and their ... Regulatory Exam (CIRE), Retail Securities Exam (RSE), RR Internal Dealer Training. * F. Pl ...
Reporting to the Regional Manager, as a Financial Consultant, you will assist MD clients and their ... Regulatory Exam (CIRE), Retail Securities Exam (RSE), RR Internal Dealer Training. * F. Pl ...
| Aspect | Exam Manager | Test Coordinator |
|---|---|---|
| Certifications | Typically requires certifications in exam administration or testing procedures | Often requires certifications in testing or educational administration |
| Work Environment | Manages exam logistics, oversees testing centers, ensures security | Coordinates testing schedules, manages test-taker registration, liaises with testing sites |
| Industry Usage | Used in education, certification bodies, and professional testing organizations | Common in educational institutions, certification programs, and training providers |
While both roles involve overseeing testing processes, the Exam Manager focuses on managing exam logistics and security, whereas the Test Coordinator handles scheduling and registration. Both roles are essential in ensuring smooth exam operations within educational and certification settings.

Full-time
Retirement, PTO
Posted 14 days ago
Managed Account Supervisor
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Build the future with us
Are you eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As a Managed Account Supervisor, you will play a key role in establishing and nurturing working relationships with Portfolio Managers, ensuring strict adherence to regulatory and firm compliance.
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.
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What you'll accomplish with us
As a Managed Account Supervisor, you'll be at the core of our mission. Here are the main responsibilities:
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What could accelerate your success in this role
We're looking for someone who:
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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!
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Location(s)Montreal / 1981 McGill College AvenueOther Possible Location(s)Toronto / 26 Wellington Street EastiA 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 privee de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rheaume et associes, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto Our Commitment to Diversity and InclusionAt 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.