08 Nov
|
Odlum Brown
|
Vancouver
08 Nov
Odlum Brown
Vancouver
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
- Solid 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
🏢 Odlum Brown
📍 Vancouver