Oversee compliant mutual fund trading for Quadrus investment services in Montreal, reviewing accounts, transactions, and advisor activity.
Investment Planning Counsel, part of Canada Life, seeks a Corporate Branch Manager for Quadrus investment services Ltd. This hybrid Montreal position requires in-office attendance three days weekly and focuses on supervising mutual fund trading activities. You will assess regulatory requirements, address undesirable activity, and support investment representatives and branch staff.
Key Responsibilities:
- Supervise mutual fund trading activities across the branch office
- Review KYC updates, new accounts, and redemptions
- Pre-approve leveraged investment strategies and advisor trades
- Ensure mandatory 90-day training completion for new registrants
- Participate in physical or virtual office visits
Requirements:
- Fluent French and English communication abilities
- Strong business acumen and industry knowledge
- Effective collaboration, communication, and influencing skills
- Branch Manager qualification with Canadian Securities Institute
- Registered to sell mutual funds for over two years
Bring branch oversight, business judgment, and bilingual communication to Quadrus mutual fund supervision in Montreal's head office.
Quadrus Mutual Fund Branch Manager in Montréal employer: Canada Life Group
Great-West Lifeco is an exceptional employer that prioritizes employee growth and well-being, offering extensive career development opportunities and access to industry-leading learning programs. Located in Toronto, the company fosters a supportive work culture with flexible health benefits, community involvement initiatives, and a strong emphasis on employee recognition, making it an ideal place for professionals seeking meaningful and rewarding careers in the financial services sector.
