Step into the role of Branch Manager at Richardson Wealth, a leading Canadian firm known for its investment advisory excellence. This position emphasizes team collaboration and strategic operations management.
You will play a crucial role in supporting Advisors and enhancing the branch's operational effectiveness. Your responsibilities will span from managing firm initiatives to overseeing compliance and trade activities. Candidates from both producing and non-producing backgrounds are welcome.
Key Responsibilities: • Drive execution of firm-wide initiatives at the branch • Recruit and develop talented advisor teams • Ensure compliance through supervision of trades • Review and authorize new account setups • Analyze financial performance for the branch and advisors
Requirements: • University education is necessary • CIRO licensing as Registered Representative and Branch Manager required • Minimum 3 years experience in brokerage • Proven track record in recruitment • Solid communication and organizational abilities
Help shape the future of advisory excellence at Richardson Wealth through effective leadership.