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Added 7 mins ago
JH
Manager, Community Programs
John Howard Society of Victoria
Victoria, BC
- Full-time
Reporting to the Senior Program Manager, you will oversee assigned programs, support and develop staff, manage resources, monitor contractual obligations, and ensure services are delivered…
Added 7 mins ago
C
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- Full-time
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Added 7 mins ago
NS
Sr. Account Manager (PR)
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Toronto, ON
- Temporary
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Added 7 mins ago
Sales Advisor-Langley
VinFast Recruitment
Langley (District), BC · Langley, BC
…excitement. Working in close collaboration with their assigned Senior Sales Advisor and fellow team members the Junior Sales Advisor is responsible for the sale of VinFast Canada electric…
Added 37 mins ago
QW
Manager, PMO & Strategic Initiatives
Q Wealth Partners
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- Full-time
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Added 37 mins ago
BT
Manager
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Build and manage client relationships at a senior level and identify client service opportunities.
Added 37 mins ago
DC
Team Leader, Deployed Operations
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…services to support of overseas infrastructure projects for the Client-Partners, in particular the Canadian Joint Operations Command (CJOC), Canadian Forces Joint Operational Support Group…
Added 2 hours ago
RB
Senior Financial Specialist
Royal Bank of Canada
Kamloops, BC · Vancouver, BC
- Full-time
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Added 4 hours ago
PC
Manager, Financial Services, Digital Banking Operations, Consulting
PwC Canada
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- Full-time
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Added 4 hours ago
IP
Sr Manager Project / Program
IDEMIA Public Security
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- Full-time
The Senior Project/Program Manager leads complex customer projects and programs across the full contract and solution lifecycle. This role is the primary point of contact for assigned…
Added 4 hours ago
PS
Senior Security Analyst
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- Full-time
Reporting to the Manager, Information Security, the Senior Security Analyst is PBC Solutions’ primary in-house resource for conducting Security Threat and Risk Assessments (STRAs). The role…
Added 4 hours ago
T
Relationship Manager
TD
Peterborough, ON · Oshawa, ON
- Full-time
The Relationship Manager is accountable for delivering a superior customer experience while driving profitable business growth, in line with business strategy. This role is accountable for…
Added 4 hours ago
T
Senior Bodily Injury, Claims Advisor
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AB · Markham, ON · Calgary, AB
- Full-time
Added 5 hours ago
JH
Manager, Community Programs
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Victoria, BC
- Full-time
Reporting to the Senior Program Manager, you will oversee assigned programs, support and develop staff, manage resources, monitor contractual obligations, and ensure services are delivered…
Added 5 hours ago
PC
Internal Audit Senior Manager
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Toronto, ON
- Full-time
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Added 5 hours ago
II
Senior Market Research Manager, Innovation
Ipsos in Canada
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- Full-time
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SR
Senior Payroll Specialist
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On behalf of our client, SWIM is seeking a new Senior Payroll Specialist. This new employee will report directly into the Senior Manager, Accounting & Finance and will work alongside other…
Added 5 hours ago
R
Senior Financial Specialist
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Kamloops, BC · Vancouver, BC
- Full-time
…and compliance support you will contribute to an exceptional client experience by providing superior business, financial and credit advice. Your contribution to the Client’s Relationship…
Added 5 hours ago
BC
Director, Global Markets, Corporate Banking - Commodities
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Toronto, ON
- Full-time
BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to…
Added 5 hours ago
PC
Gestionnaire de compte - Account Manager
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Toronto, ON
- $80,000 to $120,065.13 CAD / year
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Added 5 hours ago
FS
Program Manager, Youth Transitions Support
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Vancouver, BC
- $47 to $52 CAD / hour
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Added 6 hours ago
NS
Sr. Account Manager, Public Relations
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Toronto, ON
- $80,000 to $90,000 CAD / year
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As a Senior Account Manager, you will be working as part of a dynamic account team in a fast-paced agency environment, developing and delivering strategic, creative programs for consumer…
Added 6 hours ago
T
Audit Manager II, Canadian Business Banking and Credit Risk (1242)
TD
Toronto, ON
- Full-time
Generally, reports to a Senior Audit Group Manager or executive role
Added 6 hours ago
BH
Senior Manager, Facilities & Space Management
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Reporting to the Director of Properties, the Senior Manager, Facilities and Workspace Management oversees one of five departments within Properties, and is a member of the Properties’…
Added 6 hours ago
B
SENIOR COMMERCIAL ACCOUNT MANAGER - Montreal
BDC
Montreal, QC
- Full-time
A proven ability to advise clients and provide excellent customer service.

Odlum Brown

Branch Manager, Kelowna

Kelowna, BC, Canada

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Job details

Apply by: Nov 28, 2026
Posting language: English
Posted: Nov 5, 2026

Original job description

WHO WE ARE
Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues its tradition of leadership in the financial community as one of BC’s most respected investment firms.

THE OPPORTUNITY
Odlum Brown is seeking an experienced, dynamic leader for the Kelowna office. This pivotal role connects advisor operations, regulatory compliance, and strategic business growth.

The Branch Manager, Kelowna supports advisory team members and works closely with Vice President Wealth Management, Head Wealth Management Enablement, and the Chief Compliance Officer to advance operational excellence and maintain the highest standards of regulatory compliance, supervision, and oversight.

This role calls for a leader who can build trusted relationships with advisors and key stakeholders, foster a high-performance culture, and act as a strategic partner to senior and executive leadership.

KEY RESPONSIBILITIES

Branch Leadership and Advisor Management

Lead, mentor, and support Investment Advisors and support-team members in the Kelowna office
Cultivate a collaborative, high-performance, client-first culture aligned with the firm’s values and long-term strategy
Build trusted relationships with advisory teams and serve as a resource on business, compliance, and operational matters
Partner with Practice Management and Sales Leadership on advisor onboarding, succession planning, and talent development

Operations Management

Develop and execute branch goals and objectives
Contribute to improvements in internal controls, workflows, and operational processes
Oversee administrative functions and facility management
Manage branch budgets, including invoice review and expense reimbursement approvals
Liaise with IT on technology support, data security, and infrastructure needs
Collaborate with Marketing and Communications on firm and branch events

People Leadership

Recruit, train, supervise, and mentor Investment Assistants and branch support team members
Conduct performance evaluations and provide ongoing feedback to ensure professionalism and productivity
Manage Investment Assistant schedules and vacation coverage to ensure business continuity and client service levels are maintained

Supervision and Risk Oversight

Provide supervisory oversight for the branch, ensuring adherence to CIRO and firm policies and accurate supervisory documentation and records
Implement and maintain a comprehensive Portfolio Manager Supervision program
Support compliance with daily, monthly, and quarterly supervision activities, including:
- Trade reviews
- Account activity monitoring
- Client communications
- Marketing and Communications approvals
- Advisor conduct oversight
- Outside business activities
Collaborate with Compliance to enhance supervision frameworks, testing protocols, and monitoring programs
Provide regular reporting and recommendations to Senior Leadership on supervision outcomes, risk issues, and compliance trends
Assist with audits, internal investigations, and remediation of compliance findings
Stay current on regulatory developments and proactively implement required policy or process changes

Client & Regulatory Issue Resolution

Partner with Compliance, Legal, Operations, and Management to resolve client related issues promptly and professionally
Ensure alignment between regulatory obligations and the preservation of strong client relationships
Serve as a regional escalation point and trusted advisor on regulatory matters

IDEAL CANDIDATE PROFILE

Proven experience in branch leadership or advisory management within the Canadian wealth management industry
Completion or current enrollment in the CIRO Supervisor Exam
In-depth knowledge of Canadian securities regulations, particularly CIRO
Strong client-facing and relationship building capabilities
Solid understanding of advisor business models, operational needs, and client service delivery
Demonstrated leadership, coaching, and mentorship skills
Excellent judgment, communication, and cross-functional collaboration abilities
Strong presentation and training skills, with the ability to facilitate best-practice sharing and connect operational enhancements to elevated client service
Ability to balance strategic leadership with hands-on operational and supervisory responsibilities

WHAT WE OFFER
A culture of openness, collaboration and respect is foundational to our firm. We are a diverse, driven group of individuals who genuinely care about one another and encourage and appreciate each other’s contributions. We believe in rewarding team members and do this by providing a competitive total rewards package that is fair and equitable; mentorship programs; and a variety of professional development opportunities to expand your career. This role has an expected base salary of $145,000 - $160,000/year, plus profit sharing and the opportunity for performance bonuses.

Our team is growing, and we have room for one more if you’re interested. If this sounds like the environment you’d like to work in and you have the credentials and experience for this role, we invite you to submit a cover letter and resume by November 27, 2026.

Candidates must be legally eligible to work in Canada. Full disclosure of any restrictions must be disclosed at the time of expressing interest and supporting evidence provided prior to any potential offer of employment.

We are committed to fostering an inclusive and accessible workplace where all team members feel valued and supported. If you require accommodation during the recruitment process, please email us at careers@odlumbrown.com.

We appreciate your interest and thank you for taking the time to consider this opportunity. We will be in touch with individuals whose profiles most closely match what’s needed to be successful in this role.

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More about this job

Responsibilities

The Branch Manager leads and mentors the Kelowna advisory team while ensuring operational excellence and strategic business growth. They are responsible for maintaining high standards of regulatory compliance, risk oversight, and effective supervision of branch activities.

Requirements

Candidates must have proven experience in branch leadership or advisory management within the Canadian wealth management industry. Completion or enrollment in the CIRO Supervisor Exam and in-depth knowledge of Canadian securities regulations are required.

Skills

Branch leadership
Wealth management
Regulatory compliance
CIRO supervision
Strategic planning
Advisor management
Risk oversight
Portfolio management
Operational excellence
Relationship building
Coaching
Mentorship
Performance management
Financial budgeting
Client service
Communication

Benefits

Profit sharing
Performance bonuses
Mentorship programs
Professional development opportunities

Visa sponsorship

Not detected in the job text

Keywords

Branch Manager
Wealth Management
CIRO
Investment Advisors
Regulatory Compliance
Risk Oversight
Portfolio Manager
Operations Management
Strategic Leadership
Financial Services
Business Development
Succession Planning
Talent Development
Internal Controls
Data Security
Client Relations
Performance Evaluation
Supervisory Oversight
Trade Reviews
Audit Support
Canadian Securities Regulations
Practice Management
Facility Management
Budgeting
Marketing
Communications
Mentorship
Coaching
Professional Development
Profit Sharing

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