Bilingual (Fr/En) Corporate Branch manager

Permanent Full Time

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Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client experience.

In November 2023, Canada Life acquired IPC. Canada Life is a member of the Power Financial Corporation group of companies and serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States.

With the acquisition, IPC and Canada Life’s existing wealth platforms create one of Canada’s leading wealth providers.

We are looking for a Corporate Branch manager for Quadrus investment services Ltd

The role of branch manager is to ensure that the mutual fund trading activities performed by investment representatives (sales representatives), office administrative staff and anyone else associated with the branch office are compliant with securities regulations, CIRO rules and By-Laws and Quadrus policies and procedures. Branch managers must undertake certain activities within the branch office for purposes of assessing compliance with all regulatory requirements and company policies and provide a means of revealing and addressing undesirable activity. They are responsible and accountable to supervise the investment representatives with respect to mutual fund trading activity and anyone else associated with the branch office.

What you will do

• Review and approve new accounts, KYC updates and trading activities (e.g. subsequent investments, redemptions)
• Following up on and addressing suitability issues
• Pre-approve trades for new advisors and advisors under close supervision
• Review and pre-approve leveraged investment strategies
• Assist with the compliance education of investment representatives and admin staff within the branch office and maintain evidence of training for future reference
• Ensure completion of the mandatory 90-day training program for new registrants
• Participate in periodic office visits (physically or virtually) to satisfy CIRO supervision requirements

What you will bring

• Bilingualism (fluent in French and English) required, as the position will regularly serve our clients with English and French-speaking need
• Analytical, prioritization, interpretation skills
• Problem solving skills including building solutions
• Business acumen including knowledge of our industry and business model
• Communication skills collaboration/influencing/ communicating
• Deep compliance/regulatory subject matter expertise
• Advisor role/model including Industry
  • Branch Manager qualification with Canadian Securities Institute
  • Registered to sell mutual funds for over two years
  • ETF Course
  • Bitcoin Course
  • Investing in Alternative Mutual Funds and Hedge Funds Course

This position will be located in the Montreal head office and follows a hybrid work model, with an in-office presence required three days per week.

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The base salary for this position is between $62,700 - $112,700 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Grow with Canada Life

We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!

What we offer

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.

• Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.

• Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.

• Financial Security: Company-matching pension plan, share ownership program and additional investment options.

• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

Learn more about Canada Life.

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact [email protected] . All information provided will be handled in accordance with applicable laws and Canada Life policies.

Canada Life   would like to thank all applicants, however only those who qualify for an interview will be contacted.

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