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Added 25 mins ago
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Talent Partner (6-month Contract)
Nelson
Toronto, ON
- Temporary
Reporting to the Senior Talent Partner, the Talent Partner will manage full-cycle recruitment, focusing on technology, product, digital, publishing, and content roles that support Nelson's…
Added 25 mins ago
NE
Talent Partner (6-month Contract)
Nelson Education LTD
Remote, Canada
- From $70,000 CAD / year
- Temporary
- Remote
Reporting to the Senior Talent Partner, the Talent Partner will manage full-cycle recruitment, focusing on technology, product, digital, publishing, and content roles that support Nelson’s…
Added 55 mins ago
PL
Health & Wellness Manager
Prima Living
Aurora, ON
- Full-time
Financial management and budget oversight experience.
Added 1 hour ago
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Senior Financial Analyst
DCM
Brampton, ON
- $80,133 to $100,166 CAD / year
- Full-time
As a Senior Financial Analyst, you will be the primary finance business partner for the Brampton facility, providing timely financial insight, analysis, and decision support to plant…
Added 1 hour ago
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Accounting Analyst
DCM
Brampton, ON
- $57,654 to $72,067 CAD / year
- Full-time
…transactional accounting activities within the general ledger and financial close process. You will be responsible for preparing journal entries, maintaining accurate financial records, and…
Added 1 hour ago
RB
Risk Analyst, Third Party Disaster Readiness
Royal Bank of Canada
Toronto, ON
- Full-time
…via clearly documented risk assessment processes, insightful reporting, and alignment to industry and internal standards, and…
Added 1 hour ago
RB
Analyst, Credit Advisory, RBCx
Royal Bank of Canada
Toronto, ON
- Full-time
Portfolio Monitoring & Reporting – Own monitoring of portfolio company results against budget and credit approval cases, assist with valuations, and prepare reports for internal…
Added 1 hour ago
LP
Youth Initiatives Coordinator
Lethbridge Polytechnic
Lethbridge, AB
- Internship
Reporting to the Manager, Youth Initiatives, the coordinator will collaborate with various internal departments and external stakeholders, as they undertake the following responsibilities:
Added 2 hours ago
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Responsible AI Oversight Manager
ATB
Calgary, AB · Edmonton, AB · Toronto, ON
- Full-time
…the front door for ATB's AI intake and assessment process, reporting to the MD, AI Strategy Alignment & Oversight. This role works with sponsors to identify legal, brand, and technology…
Added 2 hours ago
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Senior Compensation Specialist
ATB
Remote, Canada
- Full-time
- Remote
…strategies that motivate our people and drive business success. Reporting directly to the Managing Director of Compensation, this high-impact role is designed for a seasoned total rewards…
Added 2 hours ago
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Social Media Surveillance Officer
TD
Toronto, ON
- Full-time
Support the implementation and continuous improvement of reporting, programs, processes, policies and surveillance tools to meet or exceed regulatory requirements and industry best…
Added 2 hours ago
SC
district manager, North York, ON
Starbucks Coffee Company
Toronto, ON
- $84,300 to $111,250 CAD / year
- Full-time
Experience in a multi-unit environment, knowledge of retail or restaurant industry operations and financial reporting
Added 2 hours ago
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Head of Product Engineering Group 4
Ericsson
Ottawa, ON
- Full-time
Reporting to the PEU Head, you will be part of the PEU Leadership Team, working closely with R&D and Product Line.
Added 2 hours ago
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Head of Product Engineering Group 2
Ericsson
Ottawa, ON
- Full-time
Reporting to the PEU Head, you will be part of the PEU Leadership Team, working closely with R&D and Product Line.
Added 2 hours ago
AG
Sr. Analyst, Growth & Innovation Operations
Altus Group
Toronto, ON
- Full-time
Reporting to the Director, Growth & Innovation Operations, we are hiring a Senior Analyst, Growth & Innovation Operations to strengthen commercial insights and help turn growth, innovation,…
Added 2 hours ago
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Finance Solutions Engineer - EPM
Abacum
Toronto, ON
- Full-time
Abacum is the leading Business Planning solution for finance teams to drive performance. By automating reporting, enabling collaboration, and simplifying planning and forecasting, we help…
Added 2 hours ago
NS
Manager - Violence Prevention, Intervention & Response Program
Nova Scotia Health Authority
Halifax, NS
- Full-time
Reporting to the Director, Violence Prevention, Intervention and Response Program (VIPR), the Manager provides leadership for the strategic direction for the Violence Prevention,…
Added 2 hours ago
NS
IMIT Business Analyst - Registration, Switchboard & Data Quality
Nova Scotia Health Authority
NS · Nova Scotia, Canada
- Full-time
Reporting to the IM/IT Business Program Manager, Registration, Switchboard & Data Quality, the IM/IT Business Analyst will be committed to a high standard of performance and is responsible…
Added 2 hours ago
UO
Program Manager, Workforce Development & Employer Engagement, UC Clermont College
University of Cincinnati
Clermont, QC
- Full-time
Added 2 hours ago
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Trust Accounting, Payroll and Benefits Coordinator
North & Company LLP Law Offices
Lethbridge, AB
- Full-time
Assist with trust account reviews, audits and regulatory reporting requirements
Added 2 hours ago
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Controller | Contrôleur financier
Solutions HR Advisory
Brossard, QC
- Full-time
Working closely with management and finance stakeholders, you'll contribute to the financial oversight and reporting of a multi-property portfolio while helping strengthen accounting…
Added 2 hours ago
LH
Coordinator
Lookout Housing and Health
New Westminster, BC
- Full-time
…with personnel management, program administration, budgeting, financial reporting, and regulatory compliance, while maintaining effective communication with internal and external…
Added 3 hours ago
OH
Senior Specialist, Technical-1
Ontario Health | Santé Ontario
Toronto, ON
- Full-time
Added 3 hours ago
PC
Vice President of Investment Operations
Penderfund Capital Management
Vancouver, BC
- Full-time
Reporting to the CFO, the role has responsibility for Investment Operations, including Trade Operations and Performance Measurement, Attribution and Risk (PMAR), and works closely with…
Added 3 hours ago
AA
Chef de projet entrée en service / Entry Into Service Project Manager
Airbus Aircraft
Montreal, QC
- Full-time

Odlum Brown

Branch Manager, Vancouver

Vancouver, BC, Canada

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Job details

Apply by: Nov 21, 2026
Posting language: English
Posted: Nov 4, 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 Vancouver office. This pivotal role connects advisor operations, regulatory compliance, and strategic business growth.

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

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 leaders.

KEY RESPONSIBILITIES

Branch and Advisor Leadership

Lead, mentor, and support Investment Advisors and support team members in the Vancouver 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

Operational Management

Help develop and execute branch goals and objectives
Contribute to improvements in internal controls, workflows, and operational processes

People Leadership

Collaborate on the recruitment, training, supervision, and mentorship of Investment Assistants and branch support team members
Conduct performance evaluations and provide ongoing feedback to ensure professionalism and productivity

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 Supervision program for Registrants
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 an escalation point and trusted advisor on regulatory matters

IDEAL CANDIDATE PROFILE

Proven experience in branch leadership or advisory management in 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 $150,000 - $165,000/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 20, 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

Lead and support Vancouver branch advisors and staff, fostering a collaborative, client-first culture while advancing branch goals, talent development, and operational improvements. Oversee regulatory supervision and risk controls, collaborate with Compliance and other teams to resolve client and regulatory issues, and report on supervision outcomes and compliance trends.

Requirements

Candidates should have proven branch leadership or advisory management experience in Canadian wealth management, in-depth knowledge of Canadian securities regulations - particularly CIRO - and completion of or current enrollment in the CIRO Supervisor Exam. They should also demonstrate strong leadership, relationship-building, communication, judgment, training, and cross-functional collaboration skills, along with an understanding of advisor business models and operations.

Skills

Branch Leadership
Advisor Management
Regulatory Compliance
CIRO Supervision
Risk Oversight
Operational Management
People Leadership
Coaching And Mentorship
Relationship Building
Client Issue Resolution
Securities Regulations
Performance Management
Cross-Functional Collaboration
Communication
Presentation And Training
Strategic Planning

Benefits

Profit Sharing
Performance Bonuses
Mentorship Programs
Professional Development Opportunities

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Investment Firm
Branch Management
Investment Advisors
Investment Assistants
CIRO
CIRO Supervisor Exam
Canadian Securities Regulations
Regulatory Compliance
Supervision Program
Trade Reviews
Account Activity Monitoring
Client Communications
Marketing Approvals
Advisor Conduct Oversight
Outside Business Activities
Internal Controls
Operational Processes
Risk Oversight
Compliance Monitoring
Audit Support
Internal Investigations
Remediation
Advisor Onboarding
Succession Planning
Talent Development
Performance Evaluations
Client Service
Regulatory Issue Resolution
Practice Management

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