Investment Assistant

Victoria Newitt Recruitment Inc; Canada; On-site; CAD 55,000 - 65,000; Full time

Job summary

A financial services firm in Canada is seeking an Investment Assistant for its Fraser Valley locations. The successful candidate will provide administrative support to Investment Advisors, ensuring effective client account management and communication. Ideal candidates have 2-3 years of experience in the banking or brokerage sector and possess strong client service and organizational skills. Competitive salary package offered with bonuses.

Benefits

Mentorship programs

Flexible work options

Professional development opportunities

Qualifications

• Minimum of 2-3 years of administrative experience in the financial industry.
• Skilled at building relationships with clients.
• Intermediate knowledge of Microsoft Office tools.

Responsibilities

• Coordinate client account documentation and follow-up.
• Execute trades including mutual funds and equities.
• Prepare materials for client meetings.

Skills

Client service orientation

Attention to detail

Analytical skills

Communication skills

Organizational skills

Education

Completion of the Canadian Securities Course

Completion of the Conduct and Practices Handbook Course

Tools

MS Word

MS Excel

Salesforce

Job description

Victoria Newitt Recruitment Inc has been retained by Odlum Brown to search for an Investment Assistant for three of their Fraser Valley locations, in BC.

About Odlum Brown:

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. We are honoured to be nationally recognized as one of Canada’s Best Managed Companies and one of Canada’s Most AdmiredTM Corporate Cultures, and to share the achievement of a century in business with our valued team members, clients and communities.

Culture & Values:

Guided by a set of timeless core values – Clients First, People, Accountability, Independence, Integrity and Community – we are very proud of the vibrant, ever-evolving culture that we have built over the years. These values are the cornerstone of our culture and the principles that provide a compass for our actions and unify us as a team.

People:

We have skiers, mountain bikers, hockey players, runners, volleyball players, movie buffs, bookworms, animal lovers, musicians, yogis, world travelers – all with diverse backgrounds and experiences to share from around the globe. You will work with really interesting people and make great friends, too.

Community:

We are serious about supporting the communities where we live and work. A recipient of a Canada’s Volunteer Award from the Government of Canada, we are committed in heart and mind to everything we do in the community, and we work hard to inspire passion and fun while doing it.

Professional Development:

Continuous learning matters. We are committed to providing career‑long support for learning and growth.

The Opportunity:

The successful candidate will have an opportunity to support a team of Portfolio Managers who focus on conservative, long‑term investing under a discretionary managed account format. The team seeks a candidate devoted to their enduring success, reciprocated by their commitment to nurture the professional growth of the successful candidate.

WHAT YOU’LL DO

You will provide administrative support to Investment Advisors. The ideal candidate has a strong client service orientation and takes pride in their work. They have a proven history of building relationships with clients and are proactive and engaged. The ideal candidate is looking for a long‑term fit in an administrative role.

RESPONSIBILITIES

• Coordinate client account documentation and follow through to account opening
• Execute mutual fund, equity and fixed income trades
• Initiate and track account transfers
• Provide daily, weekly and monthly reporting
• Prepare materials and coordinate logistics for client meetings
• Assist with client outreach including email, correspondence and telephone communication
• Various aspects of general administration

KNOWLEDGE AND EXPERIENCE

• Minimum of 2 to 3 years of administrative experience within the banking, securities and/or brokerage industry
• Completion of the Canadian Securities Course and the Conduct and Practices Handbook Course to meet the qualifications necessary to be approved as an Investment Representative
• Intermediate knowledge of MS Word, Excel and Outlook
• Knowledge of Broadridge’s Dataphile and/or Salesforce is an asset
• Exceptional verbal and written communication skills
• Articulate, tactful and confident interacting with clients
• Exceptional attention to detail and skilled at working efficiently and accurately
• A team player with a proven track record of building trusting and productive relationships with colleagues and clients alike
• Strong analytical and organizational skills, with the ability to manage multiple priorities
• Disciplined, driven and operates with a high level of accountability

WHAT ODLUM BROWN OFFER

A culture of openness, collaboration and respect is foundational to our firm. We are a diverse, driven group of individuals who 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; flexible work options; and a variety of professional development opportunities to expand your career.

COMPENSATION

This role has an expected salary and commission range of $55K - $65K per year, plus the potential for bonuses.

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.

Application

If this position suits your skills and experience, we want to talk to you! Please apply by submitting your resume and a covering letter outlining why you are a suitable candidate for this exciting role.