Position Overview
This role is responsible for supporting Advisors and their teams and building a collaborative and productive environment. Responsibilities include management of strategic firm initiatives, and the day-to-day operation of the branch. This position is open to both producing and non-producing managers.
This is an existing vacancy.

Duties and Responsibilities

Branch execution of firm initiatives and objectives as set by the Director, National Sales

Recruiting of advisor teams who fit the profile and Richardson Wealth standards

Daily and Monthly trade supervision

Review & approval of all current account documentation

Trade correction review and approval

Marketing and client correspondence approvals

Financial plan and IPS approvals

Management and rollout of initiatives (insurance, banking,



etc)

Monitoring of Branch and Advisor financials

Education

University degree

Must be licensed with CIRO as Registered Representative (RR), Branch Manager and Options Supervisor Course (OSC)

Qualifications

Minimum 3 years experience in a full service brokerage environment, including compliance supervision experience

Successful track record of competitive recruiting

Strong organizational skills

Excellent communication skills

Ability to work in a fast-paced environment and meet deadlines

Use of Dataphile, Microsoft Office Suite, Reuters.

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📌 Branch Manager (Nova Scotia)
🏢 Richardson Wealth
📍 Nova Scotia