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Manager, Branch Administrator
Richardson Wealth
Ottawa, ON
Full-time
The Manager, Branch Administrator fulfils a leadership role in the branch providing operational and administrative support to Advisor teams. The incumbent of this role fulfils a diverse…

Richardson Wealth Ltd

Manager, Branch Administrator

Ottawa, ON, Canada

Pay: The expected annualized base salary range for this role is $66,000-$78,000.
Experience: 5 to 10 years’ experience in the financial sector
Posting language: English
Posted: Sep 25, 2026

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Original job description

Who We Are:

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 The Manager, Branch Administrator fulfils a leadership role in the branch providing operational and administrative support to Advisor teams. The incumbent of this role fulfils a diverse role which includes managing branch staff, liaising with Corporate Head Office departments in Toronto, working with Branch Administrators in Richardson Wealth’s other offices located in the other provinces in Canada providing software and process related training, supporting human resources functions such as recruitment and employee relations and managing the branch facilities and equipment.

This is an existing vacancy.

Duties and Responsibilities

Execute the directives and initiatives of the Branch Manager to ensure branch efficiencies and management
Implement company policies, programs and processes to enhance the Investment Advisor Team(s) and client experience
Provide basic technology support to new Investment Advisor teams and employees and coordinate with IT Support at Head Office as needed
Play a role in ensuring projects and initiatives go through proper change management
Ensure all internal and external employment standards are met in the branch
Supervise support staff and conduct monthly meetings to ensure they are aware of any updates that affect their role/business
Share knowledge and any relevant industry news and development within Richardson Wealth with branch staff and take initiative to share knowledge and experience of others to better the branch as a whole
Identify training needs and implement solutions to fill gaps by using tools and head office support
Support Investment Advisors in the fair management and professional development of new and existing team members
Coordinate and deliver training to new hires and provide ongoing training support for existing employees, collaborate with the Training & Development department at Head Office
Ensure operational controls are being adhered to
Attend seminars and professional development courses to stay abreast of industry changes
Attend training and meetings with other Branch Administrators located across Canada
Collaborate with the Human Resources department in Head Office to support Teams with all HR-related matters (e.g, recruitment, performance management, employee relations, disciplinary measures, etc.)
Encourage a collaborative and positive branch culture where team opinion/feedback are valued and considered

Qualifications

Proven experience as a Branch Administrator for a medium to large branch
5 to 10 years’ experience in the financial sector
Solid knowledge of technology platforms and ability to provide basic support
Ability to work efficiently, multi-task and maintain professionalism in a high pressure environment
Strong operational efficiency, organizational skills and ability to prioritize
Autonomy, initiative and attention to detail
Current knowledge of compliance issues published in industry bulletins
French communication skills (written and verbal) an asset
Excellent phone and e-mail etiquette, delivering high standards of customer service
May be Investment Representative (IR) or Registered Representative (RR) licensed with the Canadian Investment Regulatory Organization (CIRO)

The expected annualized base salary range for this role is $66,000-$78,000.
The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity.
Richardson offers a competitive total rewards package in addition to the base pay, which includes a performance-based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off.

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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More about this job

Responsibilities

The Manager, Branch Administrator provides operational and administrative leadership to advisor teams while managing branch staff and facilities. They are responsible for implementing company policies, coordinating training, and collaborating with head office departments to ensure branch efficiency.

Requirements

Candidates must have 5 to 10 years of experience in the financial sector and proven experience as a Branch Administrator. Strong operational, organizational, and technology support skills are required, along with the ability to work effectively in a high-pressure environment.

Skills

Branch administration
Financial sector knowledge
Operational efficiency
Staff supervision
Technology support
Human resources support
Change management
Training and development
Compliance
Customer service
Multi-tasking
Organizational skills
Performance management
Employee relations
Communication skills

Benefits

Performance-based incentive plan
Comprehensive health & dental benefits
Group RRSP matching plan
Paid time off

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Branch administration
Financial sector
Operational controls
Human resources
Recruitment
Performance management
Employee relations
Compliance
CIRO
Investment representative
Registered representative
Training
Change management
Branch management
Administrative support
Facility management
Professional development
Investment advisor support

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