Job Description

Employer:

iA Private Wealth Inc.

Office:

26 Wellington Street East

Location:

Toronto, Ontario

Job category:

Retail Banking Regional and Branch Management - Generalist/Multidiscipline

Job ID:

JR10024569

Job type:

Temporary Job

Apply before:

2025-11-30

Description

---------------

Build the future with us

Are you passionate about operational excellence and eager to contribute to a company that values integrity, collaboration, and customer service? As an

Assistant Branch Manager (Temporary - 12 Month Contract)

, you'll play a key role in supporting branch operations, ensuring compliance, and enhancing the overall advisor and client experience at

iA Private Wealth

.


This position is a great opportunity to showcase your leadership and organizational skills within a company that prioritizes development, teamwork, and innovation.

What you'll accomplish with us

As an Assistant Branch Manager, you'll be at the core of our mission. Here's what you'll do:

Prepare branch review documentation, meeting agendas, and audit reports. Support compliance supervision and ensure policies and procedures are followed. Approve KYC updates and new accounts. Assist with site reviews and resolution of deficiencies. Respond to advisor inquiries and coordinate with head office departments. Participate in special projects and contribute to team meetings. Foster a culture of open communication and continuous improvement.

What could accelerate your success in this role

We're looking for someone who:

Is known for their strong organizational and team collaboration skills. Stands out for their initiative and ability to work independently. Demonstrates excellent written and verbal communication. Has 2+ years of experience in the financial services industry. Has completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH). Is proficient in Microsoft Office (Excel, PowerPoint, Word). Has or is willing to complete the Investment Dealer Supervisors Course.

Why you'll love working with us

A work environment that blends learning and development with a shared pursuit of excellence. A healthy, inclusive, and flexible workplace where your potential can thrive. Hybrid work options and access to innovative workspaces.

and take the next step in your career--where your talent truly belongs!

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!

Get ahead of your career, where your talent belongs

-------------------------------------------------------


See why so many people choose iA!

Company Overview

--------------------


iA Financial Group is the strength of a company with a human side, with its over 10,000 employees. Together, we have earned the trust of our more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.



With over $235 billion in assets, 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 130 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.

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, write to us. Someone from our team will be happy to assist you.


Are you passionate about operational excellence and eager to contribute to a company that values integrity, collaboration, and customer service? As an

Assistant Branch Manager (Temporary - 12 Month Contract)

, you'll play a key role in supporting branch operations, ensuring compliance, and enhancing the overall advisor and client experience at

iA Private Wealth

.


This position is a great opportunity to showcase your leadership and organizational skills within a company that prioritizes development, teamwork, and innovation.

What you'll accomplish with us

As an Assistant Branch Manager, you'll be at the core of our mission. Here's what you'll do:

Prepare branch review documentation, meeting agendas, and audit reports. Support compliance supervision and ensure policies and procedures are followed. Approve KYC updates and new accounts. Assist with site reviews and resolution of deficiencies. Respond to advisor inquiries and coordinate with head office departments. Participate in special projects and contribute to team meetings. Foster a culture of open communication and continuous improvement.

What could accelerate your success in this role

We're looking for someone who:

Is known for their strong organizational and team collaboration skills. Stands out for their initiative and ability to work independently. Demonstrates excellent written and verbal communication. Has 2+ years of experience in the financial services industry. Has completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH). Is proficient in Microsoft Office (Excel, PowerPoint, Word). Has or is willing to complete the Investment Dealer Supervisors Course.

Why you'll love working with us

A work environment that blends learning and development with a shared pursuit of excellence. A healthy, inclusive, and flexible workplace where your potential can thrive. Hybrid work options and access to innovative workspaces.

and take the next step in your career--where your talent truly belongs!

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!


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