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 ...
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 ...
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 ...
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 ...
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 ...
New
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 ...
New
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 ...
New
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 ...
New
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 ...
Branch Manager
Montreal, QC · On-site
Completed an acceptable mutual fund branch management exam offered by the CSI, or ability to write an exam within 4 months of start date * Minimum 3 years in a people management role
Branch Manager
Montreal, QC · On-site
Completed an acceptable mutual fund branch management exam offered by the CSI, or ability to write an exam within 4 months of start date * Minimum 3 years in a people management role
Completed an acceptable mutual fund branch management exam offered by the CSI, or ability to write an exam within 4 months of start date * Minimum 3 years in a people management role
Completed an acceptable mutual fund branch management exam offered by the CSI, or ability to write an exam within 4 months of start date * Minimum 3 years in a people management role
Assistant Branch Manager
Sherbrooke, QC · 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 ...
Assistant Branch Manager
Sherbrooke, QC · 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 ...
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, or ability to write the exam within 4 months of start date * Bilingualism (English and French) required, as ...
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 ...
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 ...
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 ...
Operations Manager
Granby, QC · On-site
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 ...
Operations Manager
Granby, QC · On-site
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 ...
Branch Manager
Granby, QC · 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
Branch Manager
Granby, QC · 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
Branch Manager Advisor
Montreal, QC · Hybrid
As a Branch Manager Advisor, you fulfill a critical hybrid role in the branch with 40-50% of your ... exam within 4 months of start date. * Entrepreneurial business acquisition mindset Nice-to-have
Branch Manager Advisor
Montreal, QC · Hybrid
As a Branch Manager Advisor, you fulfill a critical hybrid role in the branch with 40-50% of your ... exam within 4 months of start date. * Entrepreneurial business acquisition mindset Nice-to-have
You are also responsible for providing compliance support to Wealth Management, with an emphasis on ... CIRO Supervisor Exam • Demonstrated ability to identify and mitigate compliance risks • ...
You are also responsible for providing compliance support to Wealth Management, with an emphasis on ... CIRO Supervisor Exam • Demonstrated ability to identify and mitigate compliance risks • ...
You are also responsible for providing compliance support to Wealth Management, with an emphasis on ... CIRO Supervisor Exam • Demonstrated ability to identify and mitigate compliance risks • ...
You are also responsible for providing compliance support to Wealth Management, with an emphasis on ... CIRO Supervisor Exam • Demonstrated ability to identify and mitigate compliance risks • ...
You are also responsible for providing compliance support to Wealth Management, with an emphasis on ... CIRO Supervisor Exam • Demonstrated ability to identify and mitigate compliance risks • ...
You are also responsible for providing compliance support to Wealth Management, with an emphasis on ... CIRO Supervisor Exam • Demonstrated ability to identify and mitigate compliance risks • ...
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 ...
Exam Manager information
What is the difference between Exam Manager vs Test Coordinator?
| 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.
What are some of the main challenges an exam manager may face during large-scale testing periods?
What are the key skills and qualifications needed to thrive as an exam manager?
What is an exam manager?
What are popular job titles related to Exam Manager jobs in Quebec?
For Exam Manager jobs in Quebec, the most frequently searched job titles are:
What job categories do people searching Exam Manager jobs in Quebec look for?
The top searched job categories for Exam Manager jobs in Quebec are:

Full-time
Retirement, PTO
Re-posted 5 days ago
Job description
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:
- Conduct comprehensive quarterly portfolio reviews for managed accounts (including Unified Managed Accounts) to ensure adherence to regulatory and firm compliance standards
- Review and approve New Client Account Forms (NCAFs), KYC updates, and Investment Policy Statements (IPS) to assess the suitability of proposed investment strategies
- Perform quarterly pooled fund trade reviews to support ongoing suitability and compliance oversight
- Participate in the review, interpretation, and resolution of compliance-related matters
- Provide ongoing guidance to Portfolio Managers and other business units on compliance requirements and expectations
- Provide training and onboarding support to Portfolio Managers on managed platforms and best practices Foster strong working relationships with Portfolio Managers and their teams to support effective communication and collaboration
- Address and de-escalate issues raised by business partners by identifying practical solutions that balance business needs with regulatory requirements
- Promote a culture of compliance by working collaboratively with internal teams to enhance awareness and understanding of compliance standards
- Identify opportunities to enhance efficiency and effectiveness of the firm's compliance and supervision systems
- Stay current on regulatory developments and maintain a strong understanding of internal policies and procedures as well as within the industry
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What could accelerate your success in this role
We're looking for someone who:
- 5 years or more relevant investment industry experience with a CIRO member firm or an ICPMacceptable to the Corporation, preferably within a compliance related role
- CIRO Registration as a Supervisor
- Canadian Investment Regulatory Exam ("CIRE"), Retail Securities Exam, and Supervisor Exam and minimum two years of relevant experience acceptable to the Corporation
- OR have been licensed within the last 3 years on the Investment Dealer side with CIRO, with required CSI courses in good standing (Canadian Securities Course, Conducts & Practices Handbook, etc)
- Options licensed or CIRO Derivatives exam is a strong asset
- CIM Designation and/or CFA Charter
- Strong knowledge of CIRO and CSA rules
- Strong analytical and critical thinking skills
- Self-motivated and proactive, with the ability to effectively manage competing priorities in a dynamic environment
- Highly organized with strong attention to detail and the ability to prioritize and manage multiple tasks in a high-volume, fast-paced setting
- Excellent written and verbal communication skills, with the ability to engage effectively with both Portfolio Managers and Head Office employees
- Demonstrates sound judgment and a high degree of discretion in handling confidential information
- Proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, OneNote)
- Bilingual in English and French is strongly preferred
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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 EastCompanyiA Private Wealth Inc.Posting End Date2026-09-30Company Overview
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.
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.