Wealth Branch Leader & Coaching Champion
Scotia Wealth Management
14 days+
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Benefits offered by this job
Job summary
A leading wealth management firm in Calgary seeks an Assistant Branch Manager to drive client service success and team performance. The ideal candidate has 5+ years in the investment industry, CIRO approvals, and a coaching mindset. Responsibilities include supporting advisor teams, implementing strategies, and fostering an inclusive work culture. This position offers competitive compensation, benefits, and a collaborative work environment focused on growth and community impact.
Qualifications
- 5+ years of experience in the investment industry (Wealth Management/Financial Services).
- Approval as a Registered Representative (RR) with CIRO.
- CIRO Supervisor License.
Responsibilities
- Support Advisor teams and resolve day-to-day issues.
- Assist the Branch Manager with the Total Wealth Strategy.
- Provide coaching on employee development and performance management.
- Collaborate with Wealth Specialists to deliver holistic advice.
- Maintain regulatory requirements and standards.
- Foster a high performance team environment.
- Create an inclusive work environment.
Skills
Experience in the investment industry
Registered Representative approval (RR)
CIRO Supervisor License
Coaching mindset
Microsoft Office knowledge
Management experience
Problem-solving skills
Interpersonal skills
Job description
A leading wealth management firm in Calgary seeks an Assistant Branch Manager to drive client service success and team performance. The ideal candidate has 5+ years in the investment industry, CIRO approvals, and a coaching mindset. Responsibilities include supporting advisor teams, implementing strategies, and fostering an inclusive work culture. This position offers competitive compensation, benefits, and a collaborative work environment focused on growth and community impact.
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