Managing Branch Operations at Richardson Wealth (Winnipeg)

Managing Branch Operations at Richardson Wealth (Winnipeg)

22 Aug
|
Richardson Wealth
|
Winnipeg

22 Aug

Richardson Wealth

Winnipeg

Join Richardson Wealth as a Branch Manager and elevate your career in a supportive, advisor-centric environment. Focus on enhancing branch operations while collaborating with top investment advisors across Canada.

In this role, you'll manage the daily activities and strategic initiatives of the branch, ensuring alignment with firm objectives. This position welcomes both producing and non-producing managers, emphasizing recruitment, trade supervision, and financial oversight. Your leadership will foster a productive work culture and facilitate compliance across operations.

Key Responsibilities: • Lead branch execution of firm-wide initiatives • Recruit and develop high-caliber advisor teams • Supervise daily trade activities and compliance • Review new account and trade documentation • Monitor and evaluate branch financial standings

Requirements: • University degree and CIRO licenses as RR, OSC • Three years in the brokerage sector required • Experience supervising compliance activities • Solid organizational and communication proficiencies • Proficient in Dataphile and Microsoft Office

Drive significant impact in branch management within Richardson Wealth's innovative culture. #J-18808-Ljbffr

📌 Managing Branch Operations at Richardson Wealth (Winnipeg)
🏢 Richardson Wealth
📍 Winnipeg

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