Lead Branch Manager Role at Richardson Wealth (Halifax Regional Municipality)

Lead Branch Manager Role at Richardson Wealth (Halifax Regional Municipality)

19 Aug
|
Richardson Wealth
|
Halifax Regional Municipality

19 Aug

Richardson Wealth

Halifax Regional Municipality

Join Richardson Wealth as a Branch Manager and drive team success at our acclaimed wealth management firm. Your leadership will be pivotal in executing initiatives and supporting Advisors in a collaborative environment. In this strategic role, you will oversee daily operations, ensuring compliance and adherence to firm objectives established by the Director of National Sales.

You will manage the recruitment of qualified advisor teams and take charge of trade supervision. Both producing and non-producing managers are encouraged to apply. Key Responsibilities:

- Implement strategic firm initiatives at the branch level
- Oversee advisor team recruitment and development
- Ensure compliance through daily trade supervision
- Approve new account documentation meticulously
- Monitor financial performance of Advisors and Branch Requirements:
- University degree required
- Must hold CIRO licensing as RR and Branch Manager
- At least 3 years in full-service brokerage
- Robust record in recruitment and compliance
- Excellent organizational and communication skills Leverage your expertise with Richardson Wealth to elevate your career.

📌 Lead Branch Manager Role at Richardson Wealth (Halifax Regional Municipality)
🏢 Richardson Wealth
📍 Halifax Regional Municipality

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