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Exam Manager Jobs in Quebec (NOW HIRING)

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 ...

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

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 ...

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

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 ...

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Exam Manager information

What is the difference between Exam Manager vs Test Coordinator?

AspectExam ManagerTest Coordinator
CertificationsTypically requires certifications in exam administration or testing proceduresOften requires certifications in testing or educational administration
Work EnvironmentManages exam logistics, oversees testing centers, ensures securityCoordinates testing schedules, manages test-taker registration, liaises with testing sites
Industry UsageUsed in education, certification bodies, and professional testing organizationsCommon 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?

Exam Managers often encounter several challenges during peak testing seasons, such as coordinating logistics for multiple exam venues, ensuring compliance with security protocols, and managing last-minute candidate or staff changes. Effective communication and organization are critical, as Exam Managers must liaise with proctors, academic staff, and IT support to address any unforeseen issues quickly. Staying calm under pressure and having robust contingency plans in place are essential for maintaining a smooth and fair examination process.

What are the key skills and qualifications needed to thrive as an Exam Manager, and why are they important?

To thrive as an Exam Manager, you need strong organizational skills, attention to detail, and experience in educational administration, often supported by a relevant degree. Familiarity with exam management software, scheduling systems, and secure assessment platforms is typically required. Excellent communication, problem-solving abilities, and the capacity to remain calm under pressure help you coordinate with stakeholders and handle unexpected challenges. These skills ensure the smooth, secure, and fair administration of exams, which is critical for maintaining assessment integrity.

What are Exam Managers?

Exam Managers are professionals responsible for organizing, coordinating, and overseeing the administration of examinations within educational institutions or certification bodies. Their duties typically include scheduling exams, ensuring compliance with testing policies, coordinating with proctors and faculty, managing exam materials, and addressing any issues that arise during the examination process. They play a crucial role in maintaining the integrity and smooth operation of assessments, often working closely with students, instructors, and administrative staff.
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:
Infographic showing various Exam Manager job openings in Quebec as of July 2026, with employment types broken down into 1% Locum Tenens, 2% As Needed, 78% Full Time, 16% Part Time, 1% Temporary, and 2% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution.

Managed Account Supervisor

HollisWealth

Montreal, QC โ€ข Hybrid

Full-time

Retirement, PTO

Posted 14 days ago


Job description

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 East
CompanyiA 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 Inclusion

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.