Posted 4 months ago
Branch Manager
@ Richardson Wealth Ltd
Halifax, Nova Scotia
Overview
Richardson Wealth Ltd is hiring a Branch Manager to support Advisors and their teams and run day-to-day branch operations. The role covers firm initiatives, trade supervision, new account and financial plan approvals, and recruiting advisor teams. Both producing and non-producing managers may apply, and the posting notes this is an existing vacancy.
Responsibilities:
- Branch execution of firm initiatives set by the Director, National Sales
- Recruiting advisor teams that fit firm standards
- Daily and monthly trade supervision
- Review and approval of new account documentation and financial plans
Requirements summary:
- University degree
- CIRO licences as Registered Representative, Branch Manager and OSC
- Minimum 3 years in full service brokerage with compliance supervision
- Successful track record of competitive recruiting
Tools & skills
Source and dates
Employer career site / ATS feed · dayforce-feed
- Employer posting date
- 2026-07-23
- First seen by our source
- 2026-10-13
- Source record updated
- 2026-10-13
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Manager |
| Department | Business operations |
| Experience | 3+ years |
| Manages people | Yes |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | CIRO Registered Representative, CIRO Branch Manager, Options Supervisor Course (OSC) |
| Education | Bachelor’s degree (required) |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Richardson Wealth Ltd
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
The next generation of wealth.™
Full company description
Richardson Wealth is one of the leading independent wealth management firms in Canada. We offer the personal touch of a boutique firm while simplifying the complexity of your wealth and delivering results in every part of your life, now and for the long term. We empower our advisory teams across the country to help you build your future. Working with a Richardson Wealth advisor isn’t just about getting financial and investing guidance. It’s about building relationships. We are proudly Canadian and committed to providing you with the highest standards of client care as we work together to grow, protect, and enhance your financial wellbeing. Patrimoine Richardson est l'une des principales sociétés indépendantes de gestion de patrimoine au Canada. Nous offrons la touche personnelle d'une société boutique tout en simplifiant la complexité de votre patrimoine et en produisant des résultats dans chaque partie de votre vie, maintenant et à long terme. Nous habilitons nos équipes de conseillers à travers le pays à vous aider à bâtir votre avenir. Travailler avec un conseiller Patrimoine Richardson ne consiste pas seulement à obtenir des conseils en matière de finances et de placements. Il s'agit aussi d'établir des relations. Nous sommes fiers d'être Canadiens et nous nous engageons à vous offrir les normes les plus élevées en matière de service à la clientèle alors que nous travaillons ensemble pour faire croître, protéger et améliorer votre bien-être financier.
- LinkedIn followers
- 42,103
- People associated on LinkedIn
- 932
- Reported office locations
- 100 Queens Quay East, Suite 2500, Toronto, Ontario M5E 1Y3, CA
- Business categories
- Wealth Management
- Finance
- Consulting
- FinTech
- Financial Services
- Other recorded names
- Richardson Wealth Ltd
- Richardson Wealth
- Specialties
- Wealth management
- Wealth strategies
- Tax strategies
- Business succession
- Financial planning
- Estate planning
- Family Office
- Investment management
- Portfolio management
- Alternative investing
- Insurance
- Wealth transfer
- Legacy planning
- and Philanthropy planning
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Richardson Wealth is one of the leading independent wealth management firms in Canada. We offer the personal touch of a boutique firm while simplifying the complexity of your wealth and delivering results in every part of your life, now and for the long term. We empower our advisory teams across the country to help you build your future. Working with a Richardson Wealth advisor isn’t just about getting financial…
| Field | Value |
|---|---|
| Industry | Financial Services |
| Company size | 501-1,000 employees |
| Headquarters | Toronto, Ontario |
| Organization type | Privately Held |
| Specialties | Wealth managementWealth strategiesTax strategiesBusiness successionFinancial planningEstate planningFamily OfficeInvestment managementPortfolio managementAlternative investing |
| Open jobs on Jobsy | 37 |
| View page |
About Us:
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.
Position Overview
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. This position is open to both producing and non-producing managers.
This is an existing vacancy.
Duties and Responsibilities
• Branch execution of firm initiatives and objectives as set by the Director, National Sales
• Recruiting of advisor teams who fit the profile and Richardson Wealth standards
• Daily and Monthly trade supervision
• Review & approval of all new account documentation
• Trade correction review and approval
• Marketing and client correspondence approvals
• Financial plan and IPS approvals
• Management and rollout of initiatives (insurance, banking, etc)
• Monitoring of Branch and Advisor financials
Education
• University degree
• Must 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 experience
• Successful track record of competitive recruiting
• Strong organizational skills
• Excellent communication skills
• Ability to work in a fast-paced environment and meet deadlines
• Use of Dataphile, Microsoft Office Suite, Reuters.
Why Apply:
Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. 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. Are you innovative, self-driven, and client-centric?
If so, we’re ready to invest in you.
Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. 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. Candidates may request accommodation at any point during the interview process.
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