Corporate Branch Manager

iA Financial Group (Industrial Alliance); Vancouver; Hybrid; CAD 58,000 - 93,000; Full time

Benefits offered by this job

Flexible insurance

Retirement plan

Employee share purchase plan

Vacation/wellness days

Telemedicine

Employee Assistance Program

Ergonomic furniture

Performance bonus

Product discounts

Job summary

Investia Financial Services Inc. is seeking a Corporate Branch Manager in Vancouver to uphold a strong compliance environment, supervise advisor activities, and guide teams to deliver trusted financial services.

The role requires deep mutual fund regulatory knowledge and a client-focused approach, with opportunities to collaborate across the organization in a hybrid work setting.

Qualifications

• Two to three years of compliance supervision experience.
• Three to five years of experience in the mutual fund industry.
• University degree or equivalent post-secondary education.
• Completed the Canadian Investment Funds Course (CIFC), preferably with ETF and Exempt Market competencies, or the Canadian Securities Course.
• Completed the Branch Managers Course.

Responsibilities

• Maintain and apply clear compliance policies and procedures across Advisor offices.
• Review and approve new accounts with client-focused and compliance-oriented lens.
• Supervise trades, advice, and registered activities per regulatory expectations.
• Identify, follow up on, and escalate matters requiring further review or corrective action.
• Provide education, insight, and guidance to strengthen advisor and field practices.

Skills

Regulatory judgment

Client focus

Relationship building

Mutual fund knowledge

Compliance supervision

Communication

Education

University degree

Canadian Securities Course

Canadian Investment Funds Course

Branch Managers Course

Job description

Job Description

Build the Future With Us

Are you passionate about regulatory compliance and eager to contribute to an organization whose purpose is to help clients feel confident and secure about their future?

As a Corporate Branch Manager, you will play a key role in maintaining a strong compliance environment that protects clients, guides Advisor Teams, and strengthens confidence in the services we deliver. You will help ensure effective supervision, sound compliance practices, and practical guidance across the business.

This position offers an excellent opportunity to showcase your mutual fund industry expertise, regulatory judgment, and relationship-focused approach while fully realizing your potential within a caring and trusted organization. Here, people and their development are at the heart of everything we do, fostering an environment that encourages collaboration and innovation.

What You Will Accomplish With Us

As a Corporate Branch Manager, you will be at the heart of our mission. Your key responsibilities will include:

• Maintaining and applying clear compliance policies and procedures across Advisor offices;
• Reviewing and approving new accounts through a strong client-focused and compliance-oriented lens;
• Supervising trades, advice, and registered activities in accordance with applicable regulatory expectations;
• Identifying, following up on, and escalating matters requiring further review or corrective action;
• Providing education, insight, and practical guidance to strengthen advisor and field practices;

What Could Help Accelerate Your Success in This Role

We are looking for someone who:

• Is recognized for their sound judgment and ability to interpret regulatory requirements with clarity and confidence;
• Stands out for their strong knowledge of the mutual fund industry and applicable regulatory requirements;
• Demonstrates a client-focused and service-oriented approach when providing compliance guidance;
• Is known for their ability to build strong relationships and provide practical guidance to advisors and internal partners;
• Has two to three years of compliance supervision experience and three to five years of experience in the mutual fund industry;
• Holds a university degree, preferably, or an equivalent post-secondary education;
• Has completed the Canadian Investment Funds Course, preferably with ETF and Exempt Market competencies, or the Canadian Securities Course;
• Has completed the Branch Managers Course;

Why You’ll Love Working With Us

• A work environment where learning and development are combined with a collective pursuit of excellence;
• Artificial intelligence tools are available to everyone, helping increase personal efficiency and support organizational growth;
• A healthy, safe, equitable, and inclusive workplace where individuals can freely express and develop their full potential;
• The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces;

Competitive Benefits Package

• Flexible group insurance plans;
• Competitive retirement savings plan;
• Employee share purchase plan;
• Vacation program and wellness and personal development days;
• Telemedicine services;
• Employee and Family Assistance Program;
• Ergonomic furniture program;
• Performance bonus program;
• Discounts on iA products;
• And much more!

The typical hiring range for this position is 58422$ to 92583$ CAD per year. The offered base salary may vary depending on factors such as job-related knowledge, skills, years of experience, and internal equity. At iA, we are committed to providing a fair, equitable, and market-based compensation structure. Our market data is updated annually to reflect the most current market conditions.

Location(s)

Vancouver / 988 Broadway West

Company

Investia Financial Services Inc.

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.