As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. 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. Branch execution of firm initiatives and objectives as set by the Director, National SalesRecruiting of advisor teams who fit the profile and Richardson Wealth standardsDaily and Monthly trade supervisionReview & approval of all new account documentationTrade correction review and approvalMarketing and client correspondence approvalsFinancial plan and IPS approvalsManagement and rollout of initiatives (insurance, banking,



etc)Monitoring of Branch and Advisor financialsEducation University degreeMust 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 experienceSuccessful track record of competitive recruitingStrong organizational skillsExcellent communication skillsAbility to work in a fast-paced workplace and meet deadlinesUse of Dataphile, Microsoft Office Suite, Reuters.
From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act.

📌 Area Manager, Store Operations (Winnipeg)
🏢 Richardson Wealth
📍 Winnipeg