Vancouver Wealth Management Branch Manager (Winnipeg)

Vancouver Wealth Management Branch Manager (Winnipeg)

08 Nov
|
Odlum Brown
|
Winnipeg

08 Nov

Odlum Brown

Winnipeg

Lead Odlum Brown’s Vancouver office through advisor leadership, regulatory compliance, and operational management in a strategic branch management role.

The Branch Manager supports advisory teams while partnering with senior leaders across Wealth Management Enablement and Compliance. This experienced leader builds trusted relationships, strengthens supervision, and advances operational excellence. The role balances strategic leadership with hands-on branch oversight.

Key Responsibilities

Lead, mentor, and support Vancouver Investment Advisors and branch teams

Develop branch goals and improve workflows, controls, and processes

Maintain CIRO supervision programs, documentation, and monitoring activities

Resolve client and regulatory issues with cross-functional partners





Report supervision outcomes, risks, and compliance trends to leadership

Requirements

Experience leading branches or advisory teams in Canadian wealth management

Completed or current CIRO Supervisor Exam enrollment

In-depth knowledge of Canadian securities regulations and CIRO

Robust leadership, coaching, judgment, and relationship-building capabilities

Ability to balance strategic and operational supervisory responsibilities

Bring branch leadership, CIRO expertise, and advisor relationship skills to Odlum Brown’s Vancouver wealth management office.

📌 Vancouver Wealth Management Branch Manager (Winnipeg)
🏢 Odlum Brown
📍 Winnipeg

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