Grow Your Practice at Odlum Brown, Your Way

Odlum Brown Limited; Victoria; On-site; CAD 90,000 - 150,000; Full time

Job summary

Odlum Brown Limited invites experienced Investment Advisors to explore opportunities in Victoria and Courtenay. This independent, employee-owned firm emphasizes trusted relationships, long-term thinking, and putting clients first.

We seek advisors with established client bases, licensing, and a client-first approach who can contribute to a collaborative, long-term wealth-management culture. Confidential conversations are welcome.

Qualifications

• Have established client relationships and a commitment to delivering exceptional advice.
• Value independent advice and a client-first approach.
• Aligned with a collaborative and entrepreneurial culture.
• Completed all Registered Representative licensing requirements and may hold CIM®, CFA, or related designations.

Skills

Client relationships

Independent advice

Entrepreneurial culture

Education

RR licensing

CIM/CFA considerations

Job description

Investment Advisor Opportunities

For more than 100 years, Odlum Brown has helped clients achieve their financial goals through trusted relationships, independent advice, and an unwavering commitment to putting clients first. Our reputation is built on integrity, long-term thinking, and a belief in doing what is right for our clients every day.

As a fully independent, 100% employee-owned investment firm, we are interested in connecting with experienced Investment Advisors for opportunities in our Victoria and Courtenay branches. Whether you are looking to grow your practice, transition your business, explore succession planning, or simply learn more about Odlum Brown, we welcome a confidential conversation.

Why Odlum Brown?

At Odlum Brown, advisors benefit from an environment that supports both their clients and their long-term success.

Independence and Employee Ownership

As a fully independent, 100% employee-owned investment firm, we have the flexibility to focus on what matters most: our clients and our people. Without external shareholders, we take a long-term approach to decision-making that prioritizes strong client relationships, sustainable growth, and advisor success. Independence is not just part of our history; it continues to shape how we support advisors today.

Award-Winning Reputation

Odlum Brown is nationally recognized for business excellence and corporate culture. We have been one of Canada's Best Managed Companies since 1999 and one of Canada's Most Admired Corporate Cultures since 2017, reflecting our longstanding commitment to our clients, our people, and our communities.

Client-First Culture

Every decision we make starts with our clients. We believe strong relationships, personalized advice, and exceptional service are fundamental to helping clients achieve their financial goals.

Collaborative Support

Our advisors are supported by experienced teams in wealth planning, insurance, trust, tax, portfolio management, operations, compliance, and administration, allowing them to focus on delivering exceptional advice and service to their clients.

Long-Term Thinking

For more than a century, Odlum Brown has taken a relationship-driven approach to wealth management. Advisors who join our firm become part of an organization committed to long-term stability, succession planning, and sustainable growth for clients and advisors alike.

Culture and Community

Openness, respect, collaboration, accountability, and community involvement are foundational to who we are. We believe people do their best work when they feel supported by their colleagues and their organization.

Who We Would Like to Meet

• Have established client relationships and a commitment to delivering exceptional advice and service
• Value independent advice and a client-first approach
• Are aligned with a collaborative and entrepreneurial culture
• Have completed all Registered Representative licensing requirements and may hold, or be working toward, additional designations such as Chartered Investment Manager (CIM®), Canadian Investment Manager (CIM), or Chartered Financial Analyst (CFA)
• Are interested in growing or transitioning their practice, or in planning for succession
• Are seeking a firm that supports long-term success for both advisors and clients

Whether you are an individual advisor or part of a larger advisory team, we welcome the opportunity to learn about your goals and explore how Odlum Brown could support them.

Let's Start a Conversation

Whether you are considering growth opportunities, succession planning, or the next chapter of your career, we welcome the opportunity to connect.

Candidates must be legally eligible to work in Canada. Any employment restrictions must be disclosed at the time of application, with supporting documentation provided prior to a potential offer of employment.

We are committed to fostering an inclusive and accessible workplace where all team members feel valued and supported. If you require accommodation during the recruitment process, please email us at [e-mail].

All discussions will be handled with the utmost discretion and confidentiality.