Shape the future of branch operations at Richardson Wealth, a leading Canadian wealth management organization. This role blends manager responsibilities with hands-on advisor support and compliance oversight.
As the Branch Manager, your focus will encompass daily operations and strategic initiatives to enhance performance. You're expected to recruit robust advisor teams and ensure that branch activities align with organizational standards. You will foster a collaborative culture that drives results and enhances client engagement within a high-performing environment.
Key Responsibilities:
• Implement firm initiatives at the branch level
• Lead recruitment of advisor teams to meet firm standards




• Supervise and approve trades and account documents
• Manage marketing and financial plan approvals
• Oversee branch financial performance metrics
Requirements:
• University degree and required CIRO licensing
• At least 3 years of brokerage experience
• Experience in compliance and adviser supervision
• Excellent communication and organizational skills
• Familiarity with Dataphile and Microsoft Suite
Elevate branch operations with your leadership and compliance expertise at Richardson Wealth.
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📌 Branch Operations Manager Role (Halifax Regional Municipality)
🏢 Richardson Wealth
📍 Halifax Regional Municipality