Managing Branch Operations At Richardson Wealth Halifax Regional Municipality (Canada)

Managing Branch Operations At Richardson Wealth Halifax Regional Municipality (Canada)

25 Aug
|
Richardson Wealth
|
Canada

25 Aug

Richardson Wealth

Canada

Join Richardson Wealth as a Branch Manager and elevate your career in a supportive, advisor-centric setting. 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 recent 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 creative culture.

📌 Managing Branch Operations At Richardson Wealth Halifax Regional Municipality (Canada)
🏢 Richardson Wealth
📍 Canada

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