Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues its tradition of leadership in the financial community as one of BC’s most respected investment firms.
THE OPPORTUNITY
We have an opportunity for an Investment Assistant to join our award-winning firm in the Vancouver office.
WHAT YOU’LL DO
Working with Portfolio Managers Tannis Calder and Mary MacDonald on a four-person team, the ideal candidate is client-focused and detailed-oriented. You take ownership of your responsibilities, adapt to changing priorities, and contribute to a culture that values client service, teamwork, and continuous growth. We are passionate about building long-term relationships with clients and guiding them through all stages of life with personalized investment advice.
If you are looking for a long-term opportunity with Portfolio Managers that support professional development and high standards, we would love to meet you.
RESPONSIBILITIES
- Portfolio and Administrative Support
- Process transactions such as wires, EFTs, contributions, withdrawals, and transfers in a timely manner
- Facilitate account opening
- Prepare investment performance reports and quarterly reports
- Document transactions and client communications and ensure regulatory compliance
- Client Support and Relationship Management
- Collaborate with the Portfolio Manager and client service teams to deliver a seamless client experience and contribute to internal improvements
- Respond to client calls and emails, resolve inquiries regarding account activity and performance, maintain documentation, and escalate issues as needed
- Maintain accurate client records and ensure compliance with KYC/AML regulations
- Execute mutual fund, equity and fixed income trades
- Schedule and prepare materials for client meetings, including portfolio reviews and investment proposals
- Marketing and Social Media
- Post to LinkedIn and other social media platforms
- Support the creation and distribution of various client communication pieces
- Coordinate client events
- Analysis – Assess quantitative and qualitative data, information, or situations to understand the most important details, identify patterns or meaning, and translate it into useful recommendations, decisions, or actions
- Coordination – Prioritize, organize, and manage information, people, assets, resources, messages, tasks and/or activities to achieve a goal within timelines
- Customer Service – Determine needs, capture relevant information, apply internal policy or regulation, and escalate and prioritize the requests of customers to answer inquiries, fulfill transactions, or resolve issues
- Digital Literacy – Use technology, tools, and online resources to find, create, and communicate information or apply new digital tools or systems to do our work, while staying safe and responsible in digital environments
- Investment and Portfolio Management – Develop, implement, and monitor investment strategies to grow assets, manage risk, and achieve financial goals, while providing informed guidance and support to clients or stakeholders
- Product Knowledge – Maintain and deepen knowledge of company products, services and/or applications in order to align features, benefits, and uses to client or stakeholder needs
- Regulatory Knowledge – Understand and apply relevant laws, regulations, and standards to meet legal and ethical requirements and reduce risk for clients and the organization
- Completion of or enrollment in the Canadian Securities Course and the Conduct and Practices Handbook Course to meet the qualifications necessary to be approved as an Investment Representative
- Previous investment industry experience is an asset
- Intermediate knowledge of Microsoft 365 (Word, Excel and Outlook)
- Exceptional verbal communication skills
- Strong writing skills with the ability to create clear, engaging, and professional content
- Knowledge of Broadridge’s Dataphile and/or Salesforce is an asset
- Articulate, tactful and confident interacting with clients
- Exceptional attention to detail and skilled at working efficiently and accurately
- A team player with a proven record of building trusting and productive relationships
- Strong analytical and organizational skills, with the ability to manage multiple priorities
- Disciplined, driven and operates with a high level of accountability
- Social media experience is an asset
A culture of openness, collaboration and respect is foundational to our firm. We genuinely care about one another and encourage and appreciate each other’s contributions. We believe in rewarding team members and do this by providing a competitive total rewards package that is fair and equitable; mentorship programs; and a variety of professional development opportunities to expand your career. This role has an expected salary and commission range of $55,000 – $65,000/year, plus the potential for bonuses.
Our team is growing, and we’ve got room for one more if you’re interested. If this sounds like the environment you’d like to work in and you have the credentials and experience for this role, we invite you to submit a cover letter and resume by September 1, 2025.
Candidates must be legally eligible to work in Canada. Full disclosure of any restrictions must be disclosed at the time of expressing interest and supporting evidence provided prior to any potential offer of employment.
We appreciate your interest and thank you for taking the time to consider this opportunity. We will be in touch with individuals whose profiles most closely match what’s needed to be successful in this role.