Vancouver Wealth Management Branch Manager (Canada)

Vancouver Wealth Management Branch Manager (Canada)

10 Nov
|
Odlum Brown
|
Canada

10 Nov

Odlum Brown

Canada

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 (Canada)
🏢 Odlum Brown
📍 Canada

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