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Manager, Branch Administrator

https://www.randstad.com Logo

Randstad

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Location:
Canada , Montréal

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Contract Type:
Not provided

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Salary:

80000.00 - 90000.00 CAD / Year

Job Description:

Are you ready to build a career with one of Canada's leading wealth management firm in the heart of downtown Montreal? We are partnering with a prominent Canadian wealth management leader to recruit an experienced Branch Administrator for their high-performing, and advisor-focused culture. Our client combines a personalized business approach with remarkable results, operating offices across the country. If you are a bilingual, organized, proactive and motivated professional with experience in the financial sector, we would love to connect with you.

Job Responsibility:

  • Implement directives and initiatives of Head Office to ensure branch efficiencies and management
  • Enforce the implementation of company policies, programs and processes to ensure positive team and client experience
  • Provide basic technology support to new teams and employees and liaise with IT Support as needed
  • 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 with branch staff
  • Identify training needs and implement solutions to fill gaps by using tools and head office support
  • Coordinate and deliver onboarding training to new hires and provide ongoing training support for existing employees
  • Act as sales assistant / associate to advisory teams, as needed and upon request
  • Ensure operational controls are being adhered to
  • Attend seminars and professional development courses to stay abreast of industry changes
  • Support advisors in the fair management and professional development of team members
  • Provide HR guidance to teams (e.g, new hire, disciplinary measures, terminations, benefits, and payroll, etc.)
  • Play a role in ensuring projects and initiatives go through proper change management
  • Support branch culture, promoting collaboration and respect, where team opinion/feedback are valued and considered

Requirements:

  • 5 to 10 years’ experience in the financial sector
  • IR License required
  • Excellent oral and written fluency in both English and French
  • Proven experience as a Branch Administrator for a medium to large branch
  • In-depth expertise with technology platforms and the ability to provide basic tech support to the team
  • Strong operational efficiency, organizational skills, and the ability to prioritize tasks and multitask effectively
  • Ability to work efficiently under pressure and demonstrate professionalism in a fast-paced, dynamic environment
  • High degree of autonomy, initiative, and attention to detail
  • Excellent telephone and email etiquette, providing top-tier customer service to both internal and external clients
  • Current knowledge of compliance issues as published in internal company bulletins
What we offer:
  • 3 weeks vacation
  • 2 personal days and 2 floating holidays
  • Unlimited sick days
  • Comprehensive health insurance package, with the majority of premiums subsidized by the company, from day 1
  • Monday-Friday schedule, 100% in-office work
  • Additional lifestyle and health spending account
  • RRSP matching
  • Be part of an entrepreneurial, high-performing, and advisor-focused culture
  • Work in a collaborative and positive branch environment where feedback is valued
  • Opportunity to attend seminars and professional development courses to stay current with industry changes
  • Work alongside some of Canada's most reputable investment advisors

Additional Information:

Job Posted:
May 04, 2026

Expiration:
June 16, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:

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