Branch Manager

Build the Future with Us Are you driven by the financial services 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 Branch Manager, you will play a key role in overseeing branch compliance and supporting advisors to ensure adherence to regulatory requirements and internal policies. 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

• Ensure compliance with company policies and regulatory requirements;
• Perform Level 1 supervision of registered individuals within assigned branches;
• Conduct annual branch reviews and prepare follow-up reports;
• Approve KYC updates and new account openings;
• Train advisors and support staff on applicable policies and procedures.

What Could Accelerate Your Success in This Role

• Is recognized for their integrity, attention to detail, and strong professional ethics;
• Stands out for their communication and problem-solving skills;
• Demonstrates strong analytical and critical thinking abilities;
• Is known for their collaborative leadership style and organizational skills;
• Has more than two years of experience in the financial services industry;
• Has an advanced level of English proficiency, as the role involves communicating by email, telephone, and videoconference with internal and external unilingual English-speaking teams on a daily basis.

Why You'll Love Working With Us

• A work environment where learning and development merge with a collective pursuit of excellence;
• AI is in everyone's hands, empowering you to increase your personal effectiveness while supporting the organization's growth;
• 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.

Location(s)

Montreal / 1981 McGill College Avenue

Other Possible Location(s) Quebec / 1080, Grande Allee West

Company iA Private Wealth Inc.

Posting End Date 2026-08-18

Company 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 privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, 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.

At iA Financial Group, our differences make us unique.

We are committed to supporting and celebrating diversity because we believe that it is by bridging our differences that we will be stronger.

Our employees’ wellbeing is our priority.

We are also committed to creating a stimulating and safe work environment, in addition to offering a real work-life balance with our flexible work model.

As a reflection of our employees’ appreciation, iA has been ranked as one of the top employers in Canada in 2023 by Glassdoor and Forbes.

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