Investment Assistant

Odlum Brown Limited; Vancouver; On-site; CAD 53,000 - 60,000; Full time

Benefits offered by this job

Competitive total rewards package

Professional development opportunities

Mentorship programs

Job summary

A prestigious investment firm in Vancouver is looking for an Investment Assistant to support client relationships and portfolio management. This role emphasizes detailed client service and continuous professional development in a dynamic environment, offering a competitive salary range and a culture of growth.

Qualifications

• Minimum of 2 to 3 years of administrative experience in a professional setting.
• Experience within the securities and/or brokerage industry is an asset.
• Exceptional verbal and written communication skills.

Responsibilities

• Schedule and prepare materials for client meetings, including portfolio reviews.
• Respond to client inquiries and resolve issues regarding account activity.
• Prepare investment performance reports and handle account maintenance requests.

Skills

Analysis

Coordination

Customer Service

Digital Literacy

Education

Canadian Securities Course

Conduct and Practices Handbook Course

Tools

Microsoft 365

Salesforce

Dataphile

Job description

This range is provided by Odlum Brown Limited. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

CA$53,000.00/yr - CA$60,000.00/yr

Direct message the job poster from Odlum Brown Limited

WHO WE ARE

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 AND 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

We have an opportunity for an Investment Assistant to join our award-winning firm in the Vancouver office.

WHAT YOU’LL DO

Working with Vi Tang (Portfolio Manager), the ideal candidate is client-focused, detailed-oriented, and thrives in a fast-paced environment. 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 a Portfolio Manager that supports professional development and high standards, we would love to meet you.

RESPONSIBILITIES

Client Support and Relationship Management

• Schedule and prepare materials for client meetings, including portfolio reviews and investment proposals
• Respond to client calls and emails, resolve inquiries regarding account activity, performance, and documentation, and escalating issues as needed
• Take notes during client interactions and assist with follow-up and documentation
• Maintain accurate client records and ensure compliance with KYC/AML regulations
• Execute mutual fund, equity, and fixed income trades

Portfolio and Administrative Support

• Prepare investment performance reports and quarterly reports
• Handle account openings, transfers, and maintenance requests with custodians and platforms
• Process transactions such as wires, EFTs, contributions, withdrawals, and transfers on time
• Document accurate documentation of transactions and client communications and ensure regulatory compliance

Research, Tools and Collaboration

• Support the creation of market commentary, investment insights, and client-facing materials
• Use Morningstar, Salesforce and Dataphile applications to manage data and track investments
• Collaborate with the portfolio manager and client service teams to deliver a seamless client experience and contribute to internal improvements

COMPETENCIES

• Analysis – Able to analyze both qualitative and quantitative data to identify key themes, insights or issues or support decision making; critically evaluate information, separating relevant details from noise; and provide input into decisions by interpreting information in context
• Coordination – Able to coordinate complex activities, aligning people, resources, and timelines to achieve goals efficiently; manage competing priorities, ensuring clarity, accountability, and timely completion of tasks; and proactively identify and resolve barriers that impact coordination or goal achievement
• Customer Service – Able to manage diverse and complex customer needs, ensuring accurate, timely, and policy-compliant resolutions; identify underlying customer concerns and recommend proactive solutions or improvements; and balance multiple customer priorities, maintaining high levels of satisfaction and efficiency
• Digital Literacy – Able to adapt and apply advanced digital tools and systems to improve efficiency and effectiveness; integrate and analyze information from diverse digital sources for decision-making; and model safe and responsible digital practices in day-to-day work
• Investment and Portfolio Management – Able to assist with basic investment tasks, research and support; support the proactive and effective management of client accounts and communication with clients; and demonstrate awareness of fundamental investment principles and risk factors.
• Product Knowledge – Able to independently maintain in-depth knowledge of key products, applications or services; address client or customer inquiries effectively with relevant details about products, services, tools or applications; and identify potential product or service improvements.
• Regulatory Knowledge – Able to independently ensure compliance with standard laws and regulations in daily work; provide guidance to others on basic compliance issues; and stay informed about updates to relevant regulatory requirements

KNOWLEDGE AND EXPERIENCE

• Minimum of 2 to 3 years of administrative experience in a professional setting
• Experience within the securities and/or brokerage industry is an asset
• Completion or enrollment 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 Microsoft 365 (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 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

WHAT WE OFFER

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 $53,000 – $60,000/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 (quoting job requisition 1000-7) to [e-mail] by June 27, 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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

• Industries

  Financial Services, Investment Management, and Investment Advice

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