Wealth Branch Manager — Equity Path, Hybrid

Capital Markets Advisors LLC

Toronto

Hybrid

CAD 150,000 - 210,000

Full time

14 days+

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Benefits offered by this job

Competitive base salary
Performance bonuses
Equity participation
Significant autonomy

Job summary

A leading independent investment dealer in Toronto is seeking an experienced Branch Manager to drive branch expansion and lead a team of advisors. The ideal candidate has over 10 years of experience in wealth management, strong relationships in the industry, and a proven record of production. This full-time position offers competitive compensation and a collaborative culture within a stable, employee-owned firm.

Qualifications

  • 10+ years of experience as an Investment Advisor, Portfolio Manager, or Branch Manager.
  • Proven credibility and production history with a significant book of business.
  • Excellent communication, organizational, and problem-solving skills.

Responsibilities

  • Drive branch expansion through strategic recruitment.
  • Lead by influence among experienced advisors.
  • Oversee day-to-day branch activity and support resources.
  • Work closely with leadership to shape branch strategy.

Skills

Wealth management experience
Strong communication skills
Leadership
Problem-solving
Relationship building

Job description

A leading independent investment dealer in Toronto is seeking an experienced Branch Manager to drive branch expansion and lead a team of advisors. The ideal candidate has over 10 years of experience in wealth management, strong relationships in the industry, and a proven record of production. This full-time position offers competitive compensation and a collaborative culture within a stable, employee-owned firm.
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