Talent.com
Capital Markets Advisors LLC
Branch Manager – Wealth Management (Toronto)Capital Markets Advisors LLC • Toronto, ON, CA
Branch Manager – Wealth Management (Toronto)

Branch Manager – Wealth Management (Toronto)

Capital Markets Advisors LLC • Toronto, ON, CA
30+ days ago
Job type
  • Full-time
Job description

PARTNER: Trading/Capital Markets/Wealth @ Capital Markets Advisors LLC brett.evans@capital-markets-advisors.com 29k plus followers

Employment Type: Full-time, Hybrid

Compensation: Competitive base + production income + performance bonus + long-term equity opportunity

Overview

An established, full-service investment dealer with national reach is seeking an experienced Branch Manager to lead its flagship Toronto office. The firm operates as a self-clearing independent, offering wealth management, investment banking, and institutional trading services across Canada.

This role is ideal for a seasoned Investment Advisor or producing Branch Manager who combines a credible book of business with the relationship depth, industry awareness, and leadership maturity to recruit, mentor, and grow a team of experienced advisors. The position balances entrepreneurial independence with the stability of an employee-owned firm known for its long‑term growth and collaborative culture.

Key Responsibilities

  • Drive branch expansion through strategic recruitment of high-performing advisors and portfolio managers aligned with the firm’s independent culture.
  • Leadership & Culture:
  • Lead by influence—fostering collaboration, professionalism, and a client-first mindset among a group of experienced and autonomous advisors.
  • Branch Operations:
  • Oversee day-to-day branch activity including team structure, assistant allocation, facilities coordination, and advisor support resources.
  • Serve as a trusted partner to advisors, helping them enhance productivity, succession readiness, and client engagement.
  • Strategic Partnership:
  • Work closely with senior leadership to shape branch strategy, recruitment plans, and long-term succession initiatives.

Qualifications

  • 10+ years of experience in wealth management as an Investment Advisor, Portfolio Manager, or Branch Manager within an IIROC-licensed firm.
  • Proven credibility and production history with a significant book of business and respected industry presence.
  • Extensive recruiting network and strong relationships across the Canadian independent dealer community.
  • Entrepreneurial, hands‑on leadership style suited to managing independent professionals.
  • Deep understanding of IIROC compliance and branch operations (experience in a self-clearing environment is advantageous).
  • Excellent communication, organizational, and problem‑solving skills.

Compensation & Structure

  • Highly competitive, performance-driven package that combines a base salary, personal production income, and annual incentive aligned to branch profitability.
  • Opportunity for equity participation in an employee-owned firm.
  • Significant autonomy and flexibility, supported by a strong operational infrastructure and a proven management team.
  • Long-term career path within a profitable, growth-oriented organization.

Ideal Candidate Profile

You’re a respected industry leader with deep connections and credibility among advisors and industry executives alike. You thrive in an entrepreneurial environment where independence, integrity, and initiative drive results. Your ability to balance production, recruitment, and mentorship sets the tone for a branch built on collaboration, growth, and client excellence.

Seniority level

Director

Employment type

Full-time

Job function

Management and Finance

Industries

Financial Services and Business Consulting and Services

#J-18808-Ljbffr
Create a job alert for this search

Branch Manager – Wealth Management (Toronto) • Toronto, ON, CA

Similar jobs

Senior Manager, Mortgage Retention and HELOC Strategy

EQ Banktoronto, on, Canada
Full-time

At EQ, we’re remaking banking so every Canadian gets ahead, every day.Serving nearly 4 million Canadians from coast to coast, we offer a wide variety of financial services from banking and lending ... Show more

 • Promoted

Wealth Advisor & Portfolio Manager

CI FinancialToronto, ON, CA
Full-time

Wealth Advisor & Portfolio Manager.Be among the first 25 applicants.Wealth Advisor & Portfolio Manager.At CI, we see a great place to work as one that is a safe place for everyone to have a voice, ... Show more

 • Promoted

Manager, Vendor Management

Haventree BankToronto, ON, CA
Full-time

Haventree Bank is a private Canadian Schedule 1 bank specializing in alternative mortgage programs and insured GIC deposits.We help hardworking Canadians from coast-to-coast achieve homeownership b... Show more

 • Promoted

Hybrid Wealth Management Associate

Fidelity CanadaToronto, ON, CA
Full-time

Elevate your career as a Wealth Associate at Fidelity, based in Toronto with a hybrid working model.Focus on enriching client experiences through seamless onboarding and advisory support.This role ... Show more

 • Promoted

Senior Project Manager (Banking Products)

Onico SolutionsRichmond Hill, York Region, CA
Full-time

The Senior Project Manager (Banking Products) is responsible to oversee the delivery of assigned mid to large scale and complex, enterprise-wide initiatives, in accordance with the Bank’s Change ma... Show more

 • Promoted

Professional Wealth Branch Manager - C$109,800 - C$155,000 A Year

TD WealthToronto, Canada
Full-time

Lead a premier full-service brokerage and wealth management business, focusing on providing tailored wealth plans and investment solutions to affluent clients.This leadership role is key to the sen... Show more

 • Promoted

Region Head, Toronto Core & Atlantic, Private Wealth Management, TD Wealth

TDToronto, ON, CA
Full-time

This role is eligible for a discretionary variable compensation award based on business and individual performance.As the Region Head, Toronto Core & Atlantic, Private Wealth Management, you report... Show more

 • Promoted

Manager, Fund and Partner Development

CWB GroupToronto, ON, CA
Full-time

Your expertise shapes our business.At the CWB Group, we find fulfillment and inspiration knowing that we are performing meaningful and purposeful work.Every day is a new adventure with opportunitie... Show more

 • Promoted

Transformation Senior Manager - Wealth Management

EYtoronto, on, Canada
Full-time

Drive innovation as a Senior Manager in Transformation at EY's Wealth Management division.This role invites dynamic leaders to enhance client experiences through technology and operational improvem... Show more

 • Promoted

Hybrid Wealth Advisor - Toronto

Nicola WealthToronto, ON, CA
Full-time

A leading wealth management firm in Toronto is seeking an experienced Wealth Advisor to provide financial planning and investment management solutions.You will develop client relationships, deliver... Show more

 • Promoted

Donor Relations & Major Gifts Manager

Canadian Partnership for Women and ChildrenToronto, ON, CA
Full-time

A nonprofit organization in Canada seeks a Donor Relations Manager to develop and maintain donor relationships, increase financial support, and enhance engagement.This role involves implementing st... Show more

 • Promoted

Aviso Wealth Branch Compliance Manager

Aviso Wealth IncToronto, ON, CA
Full-time

Shape the future of compliance at Aviso Wealth as a Branch Compliance Manager for 9 months.Oversee advisor operations and ensure compliance with industry standards throughout Canada.Aviso Wealth is... Show more

 • Promoted

Product Manager, Personal Banking

Bank of China (Canada)Markham, York Region, CA
Full-time

Product Manager, Personal Banking.Bank of China (Canada) is seeking a dynamic.Product Manager, Personal Banking.This role is instrumental in elevating the client experience, enhancing product perfo... Show more

 • Promoted

Wealth Management BSA

Tata Consultancy ServicesToronto, ON, CA
Full-time

Tata Consultancy Services (TCS) is an equal opportunity employer and embraces diversity in race, nationality, ethnicity, gender, age, physical ability, neurodiversity, and sexual orientation, to cr... Show more

 • Promoted

Wealth Manager at Scotia Jarislowsky Fraser

Scotia Wealth ManagementMarkham, ON, CA
Full-time

Leverage your relationship management skills as a Wealth Manager at Scotia Jarislowsky Fraser! This non-registrant role focuses on HNW clients and personal growth.As a Wealth Manager, you will rely... Show more

 • Promoted

Community Growth & Engagement Manager

Delmanor CommunitiesRichmond Hill, York Region, CA
Full-time

A prominent hospitality organization in York Region, Richmond Hill is seeking a Community Relations Manager.This mid-senior level role involves ensuring occupancy targets, developing marketing plan... Show more

 • Promoted

Region Head, Toronto Core & Atlantic, Private Wealth Management, TD Wealth

TD Banktoronto, on, Canada
Full-time

Region Head, Toronto Core & Atlantic, Private Wealth Management.CAD (variable compensation award based on business & individual performance).Part of the TD Bank Group, TD Wealth Private Wealth Mana... Show more

 • Promoted

Wealth Associate (On-Site)

National BankRichmond Hill, Ontario
Full-time +2

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues.In this role, you will help wealth advisors to stand out ... Show more