Assistant Branch Manager

Job Description

<p><h3><b>Build the future with us</b></h3>
<p>Are you passionate about operational excellence and eager to contribute to a company that values integrity, collaboration, and customer service? As an <b>Assistant Branch Manager (Temporary - 12 Month Contract)</b>, you’ll play a key role in supporting branch operations, ensuring compliance, and enhancing the overall advisor and client experience at <b>iA Private Wealth</b>.</p>
<p>This position is a great opportunity to showcase your leadership and organizational skills within a company that prioritizes development, teamwork, and innovation.</p>
<h3><b>What you’ll accomplish with us</b></h3>
<p>As an Assistant Branch Manager, you’ll be at the core of our mission. Here’s what you’ll do:</p>
<ul>
<li>Prepare branch review documentation, meeting agendas, and audit reports.</li>
<li>Support compliance supervision and ensure policies and procedures are followed.</li>
<li>Approve KYC updates and new accounts.</li>
<li>Assist with site reviews and resolution of deficiencies.</li>
<li>Respond to advisor inquiries and coordinate with head office departments.</li>
<li>Participate in special projects and contribute to team meetings.</li>
<li>Foster a culture of open communication and continuous improvement.</li>
</ul>
<h3><b>What could accelerate your success in this role</b></h3>
<p>We’re looking for someone who:</p>
<ul>
<li>Is known for their strong organizational and team collaboration skills.</li>
<li>Stands out for their initiative and ability to work independently.</li>
<li>Demonstrates excellent written and verbal communication.</li>
<li>Has 2+ years of experience in the financial services industry.</li>
<li>Has completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH).</li>
<li>Is proficient in Microsoft Office (Excel, PowerPoint, Word).</li>
<li>Has or is willing to complete the Investment Dealer Supervisors Course.</li>
</ul>
<h3><b>Why you’ll love working with us</b></h3>
<ul>
<li>A work environment that blends learning and development with a shared pursuit of excellence.</li>
<li>A healthy, inclusive, and flexible workplace where your potential can thrive.</li>
<li>Hybrid work options and access to innovative workspaces.</li>
</ul>
<p><b>Apply now and take the next step in your career—where your talent truly belongs!</b></p>
<p>Still unsure? We believe in potential and value diverse experiences. If this role inspires you, go ahead and apply—we’d love to get to know you!</p></p>
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