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Added 6 mins ago
ST
Senior Associate, Fund Accounting
SS&C Technologies
Mississauga, ON · Toronto, ON
- Full-time
Exceptional interpersonal skills and strong client service mindset.
Added 6 mins ago
TM
Supervisor
The Maples Group (Financial Services)
Montreal, QC
- Full-time
The Supervisor will report directly to the Finance Shared Service Manager and will be responsible for enforcing the policies, processes, and procedures set forth by the business.
Added 6 mins ago
HP
Manager, Talent Attraction
Health PEI
Charlottetown, PE
- $48.58 to $59.87 CAD / hour
- Full-time
Foster a high-performing culture focused on innovation, continuous improvement, and exceptional client service.
Added 6 mins ago
NI
Senior Personal Lines Account Manager
Newcastle Insurance Group Inc.
Vaughan, ON
- Full-time
…strong relationships, personalized advice, and exceptional client service. We're looking for a Senior Personal Lines Account Manager with proven High Net Worth (HNW) experience who is…
Added 21 mins ago
AML Senior Associate
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Halifax, NS
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Added 36 mins ago
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Saskatoon, SK
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Added 51 mins ago
CM
Manager, Adult Intensive Services
Canadian Mental Health Association
Cambridge, ON · Guelph, ON
- Full-time
Act as a point of contact for client, family, and stakeholder concerns; gather feedback and support service improvements.
Added 51 mins ago
C
Associate Relationship Manager
CIBC
Kamloops, BC · Kelowna, BC · Victoria, BC
- Full-time
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Added 1 hour ago
PC
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- Full-time
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Added 1 hour ago
Clinical RAI Specialist (Program Admin Officer 3)
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Halifax, NS
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Added 1 hour ago
A
Director, Light Rail Transit (LRT)
AECOM
Mississauga, ON
- Full-time
The Director works across client, consultant, contractor, and internal teams to align technical, commercial, and delivery functions. The Director works closely with and supports the VP,…
Added 1 hour ago
T
Senior Business Systems Analyst, AI-Enabled Enterprise Solutions
TD
Toronto, ON
- Full-time
The TD Global Technology & Services team is seeking a Senior Business Systems Analyst with expertise in Generative AI process automation products to help shape AI-enabled solutions enabling…
Added 1 hour ago
T
District Vice President, Durham, Canadian Personal Banking
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Ottawa, ON
- Full-time
…long-lasting relationships with our customers. By understanding client needs and providing personalized financial products and services, our purpose is to help our customers achieve their…
Added 1 hour 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 1 hour ago
EC
Director of Operations, Instrumentation and Monitoring
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Toronto, ON · Etobicoke, Ontario
- Full-time
…achieve business objectives related to project delivery, quality, client satisfaction, profitability, employee engagement, and resource…
Added 1 hour ago
B
Mortgage Specialist
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Added 1 hour ago
DG
Senior Manager, Privately Held Business Group
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Lethbridge, AB
- Full-time
A career as a Senior Manager with Doane Grant Thornton will provide you an opportunity to:
Added 1 hour ago
OF
Field Sales Representative
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Saskatoon, SK
- Full-time
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Added 1 hour ago
OC
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Toronto, ON
- $160,000 to $175,000 CAD / year
- Full-time
We're partnering with an established organization in the private wealth management space to find a Client Relationship Manager who brings a thoughtful, consultative approach to client…
Added 2 hours ago
D
Business Development Manager Toronto
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Toronto, ON
- Full-time
Effectively position and promote Digicast’s service portfolio, including studio productions, hybrid and virtual event solutions, broadcast services, and the iCast suite of products, to…
Added 2 hours ago
Manager, Financial Planning and Accommodations
Government of Alberta
AB
Job Title: Manager, Financial Planning and Accommodations
Added 2 hours ago
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Added 2 hours ago
A
Receptionist
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Toronto, ON
- $70,000 to $75,000 CAD / year
- Full-time
Our client, a well-established organization within the financial services and investment management sector, is seeking a polished and highly professional Receptionist & Office Services…
Added 2 hours ago
PS
Client Services Manager
Paladin Security Group Ltd
Prince George, BC
- $80,000 to $90,000 CAD / year
- Full-time
…that portfolio. This includes not only being the main point of client contact, but also managing the security team that works within the portfolio. The Client Service Manager will regularly…

Odlum Brown

Branch Manager, Vancouver

Vancouver, BC, Canada

Apply About employer

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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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