Lead the branch team at Richardson Wealth, a premier Canadian wealth management firm. This managerial position emphasizes cooperative management and effective support for advisors and their teams.

As Branch Manager, you will drive strategic initiatives and oversee daily operations within the branch. Open to producing and non-producing managers, this role requires building a productive work setting while ensuring compliance and financial oversight. You will recruit qualified advisor teams and support the firm’s ambitious growth strategy.

Key Responsibilities:
• Execute firm initiatives across the branch
• Recruit advisor teams adhering to company standards
• Supervise daily and monthly trade operations
• Approve current account documentation and trades
• Monitor branch and advisor financial performance

Requirements:
• University degree and CIRO licensed as RR
• Minimum 3 years in full-service brokerage
• Proven experience in compliance supervision
• Strong organizational and communication skills
• Proficiency in Dataphile and Microsoft Office

Drive excellence in financial services as your lead branch operations at Richardson Wealth.
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📌 Branch Manager At Richardson Wealth Nova Scotia (Canada)
🏢 Richardson Wealth
📍 Canada