Intern - Managed Accounts Supervision & Compliance

Build the future with us

Are you passionate about administrative tasks? Do you want to contribute to the purpose of a company that aims to ensure its clients feel confident and secure about their future? As an Intern - Managed Accounts Supervision & Compliance, you will play a key role in supporting our Managed Supervision and Tier 2 Compliance teams in their daily activities, while developing valuable administrative and operational skills.

This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

What you will accomplish with us
As an Intern - Managed Accounts Supervision & Compliance, you will be at the core of our mission. Here are the main responsibilities:

• Maintain and update client portfolios within the Portfolio System through the accurate creation, modification, and administration of new and existing accounts, ensuring strong attention to detail and data integrity;

• Review client accounts and portfolios to ensure alignment with Investment Policy Statements and established firm policies, identifying discrepancies and exercising critical thinking and problem-solving skills to address exceptions;

• Monitor a shared team inbox, prioritizing competing requests, coordinating task delegation, and ensuring all inquiries are addressed accurately and within established service levels;

• Proactively monitor and maintain portfolio records by resolving outstanding issues, including orphan accounts, inactive and closed accounts, advisor changes, and advisor code updates, while ensuring accuracy and regulatory compliance;

• Assist with a variety of operational and administrative initiatives, including data compilation, testing and comparison reporting, and maintenance of portfolio manager records, demonstrating strong analytical and technical skills.

What could accelerate your success in this role
We are looking for someone who:

• Is currently enrolled in a post-secondary institution or high school;

• Is recognized for their attention to detail;

• Stands out for their eagerness to learn and a willingness to be coached;

• Demonstrates strong organizational skills;

• Has strong communication skills;

• Possesses an advanced level of English proficiency, as the individual will be required to communicate verbally and in writing with English-speaking colleagues and internal partners across Canada on a daily basis;

• Has a proficiency in Microsoft Office Suite (Excel, Word, Outlook).

Why you will love working with us

• A work environment where learning and development merge with a collective pursuit of excellence.

• Artificial intelligence is in everyone's hands, enabling you to increase your personal efficiency and supporting the organization's growth.

• A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed.

• The possibility to work in a hybrid environment supported by flexibility and access to inspiring, innovative workspaces.

• Student benefits: Access to internal training, mentoring, involvement in real projects, flexible schedules adapted to studies, and a rewarding experience for your professional journey.

Apply now and get ahead of your career, where your talent really belongs! 

Still unsure about applying?

At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply – your place might be with us, and we want to get to know you!

The typical hiring range for this position is $23.50 to $29.50 CAD per hour; the base salary offered varies depending on years of study and the position status (student or intern). At iA, we are committed to offering a fair, equitable, and market-based compensation structure. Our market data is updated annually to reflect the most current market conditions.

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.

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.