Vancouver Wealth Management Branch Manager
Odlum Brown
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 teamsDevelop branch goals and improve workflows, controls, and processesMaintain CIRO supervision programs, documentation, and monitoring activitiesResolve client and regulatory issues with cross-functional partnersReport supervision outcomes, risks, and compliance trends to leadershipRequirements:
Experience leading branches or advisory teams in Canadian wealth managementCompleted or current CIRO Supervisor Exam enrollmentIn-depth knowledge of Canadian securities regulations and CIROStrong leadership, coaching, judgment, and relationship-building capabilitiesAbility to balance strategic and operational supervisory responsibilitiesBring branch leadership, CIRO expertise, and advisor relationship skills to Odlum Brown’s Vancouver wealth management office.
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Lead, mentor, and support Vancouver Investment Advisors and branch teamsDevelop branch goals and improve workflows, controls, and processesMaintain CIRO supervision programs, documentation, and monitoring activitiesResolve client and regulatory issues with cross-functional partnersReport supervision outcomes, risks, and compliance trends to leadershipRequirements:
Experience leading branches or advisory teams in Canadian wealth managementCompleted or current CIRO Supervisor Exam enrollmentIn-depth knowledge of Canadian securities regulations and CIROStrong leadership, coaching, judgment, and relationship-building capabilitiesAbility to balance strategic and operational supervisory responsibilitiesBring branch leadership, CIRO expertise, and advisor relationship skills to Odlum Brown’s Vancouver wealth management office.
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Vacancy posted 2 hours ago
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