iA Private Wealth offers tailored wealth management solutions through a network of more than 450 independent advisor teams. With over $75 billion in assets under administration, we are the partner of choice for discerning investors across Canada. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates
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Description complète de l’entreprise
iA Private Wealth offers tailored wealth management solutions through a network of more than 450 independent advisor teams. With over $75 billion in assets under administration, we are the partner of choice for discerning investors across Canada.
iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates
Candidates need relevant education or experience in administration or financial services, strong attention to detail and organization, and the ability to manage multiple files. Advanced English is required.
1+ ansCandidates need 1 to 2 years of account transfer experience, strong written and verbal communication in English, and strong organization and attention to detail. Basic knowledge of ISM, ATON and CDS, and Fundcom knowledge, are considered assets.
Candidates need experience in wealth management, advisor recruitment, business development or regional support. They must coach advisors, use CRM and reporting tools, and have advanced English.
10+ ansCandidates need 10+ years in wealth management and/or data management, including 5+ years with wealth management data. Strong data governance knowledge, communication and stakeholder leadership are required, and French/English bilingualism is an asset.
Regulatory compliance, Improve business processes, Data management, Communication skills, Leadership, Bilingualism