Halifax, Ns Banking advisor Jobs – 30 Openings This Week

Branch Manager
Richardson Wealth Ltd —Halifax, NS
- Full-time
- Management
- Microsoft Office
- Bachelor's
Quick apply
Supervisor, Fund Accounting, Private Markets
MUFG Investor Services —Halifax, NS
- Full-time
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- Bachelor's
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Branch Manager

Richardson Wealth Ltd
Halifax, NS

Quick apply

Job details

Full-time

Skills

Recruitment experience
Management
Microsoft Office
Bachelor's
Recruiting
Organizational skills
Communication skills

Full job description

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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