THE OPPORTUNITY

Odlum Brown is seeking an experienced, energetic leader for the Vancouver office. This pivotal role connects advisor operations, regulatory compliance, and strategic business growth.

The Branch Manager, Head Office supports advisory team members and works closely with the Vice President, Wealth Management; Head of Wealth Management Enablement; and Chief Compliance Officer to advance operational excellence and maintain the highest standards of regulatory compliance.

This role calls for a leader who can build trusted relationships with advisors and key stakeholders, foster a high-performance culture, and act as a strategic partner to senior and executive leaders.

KEY RESPONSIBILITIES

Branch and Advisor Leadership

- Lead, mentor, and support Investment Advisors and support team members in the Vancouver office
- Cultivate a collaborative, high-performance, client-first culture aligned with the firm’s values and long-term strategy
- Build trusted relationships with advisory teams and serve as a resource on business, compliance, and operational matters




- Partner with Practice Management and Sales Leadership on advisor onboarding, succession planning, and talent development

Operational Management

- Help develop and execute branch goals and objectives
- Contribute to improvements in internal controls, workflows, and operational processes

People Leadership

- Collaborate on the recruitment, training, supervision, and mentorship of Investment Assistants and branch support team members
- Conduct performance evaluations and provide ongoing feedback to ensure professionalism and productivity

Supervision and Risk Oversight

- Provide supervisory oversight for the branch, ensuring adherence to CIRO and firm policies and accurate supervisory documentation and records
- Implement and maintain a comprehensive Supervision program for Registrants
- Support compliance with daily, monthly, and quarterly supervision activities, including:
- Trade reviews
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📌 Branch Manager (Vancouver)
🏢 Odlum Brown
📍 Vancouver