Wealth Branch Manager & Team Coach

RBC; Winnipeg; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading wealth management firm in Winnipeg seeks an Associate Branch Director to oversee branch operations. The role involves managing branch profitability, leading a team of Investment Advisors, and addressing compliance issues. Candidates should have a college education and at least 2 years of investment advisory experience. The position offers competitive compensation along with coaching and development opportunities.

Benefits

Comprehensive Total Rewards Program

Opportunities for career advancement

Supportive leadership for development

Qualifications

• Minimum of 2 years Investment Advisor experience or similar.
• Experience in managing multiple priorities in a fast-paced environment.
• Proven experience in leading and coaching a team.

Responsibilities

• Oversee all aspects of the branch and ensure overall profitability.
• Provide leadership and support to Investment Advisors and staff.
• Engage employees in improving the working environment.

Skills

Career Development

Coaching Others

Communication

Customer Needs

Decision Making

Operational Delivery

Resource Coordination

Securities Laws

Time Management

Education

Post-Secondary Education (College or University)

Tools

CSC

CPH

BM license

Job description

A leading wealth management firm in Winnipeg seeks an Associate Branch Director to oversee branch operations. The role involves managing branch profitability, leading a team of Investment Advisors, and addressing compliance issues. Candidates should have a college education and at least 2 years of investment advisory experience. The position offers competitive compensation along with coaching and development opportunities.