Investment Assistant: Client Services & Trade Support

Odlum Brown Limited; Courtenay; On-site; CAD 50,000 - 60,000; Full time

Job summary

A leading investment firm is seeking an Investment Assistant for their Courtenay office. The ideal candidate has a strong client service orientation and will support a Senior Investment Advisor’s team. Responsibilities include coordinating account documentation, executing trades, and maintaining client records. The firm offers a competitive salary range of $50,000 – $60,000/year plus bonuses, with a culture focused on collaboration and development.

Benefits

Competitive total rewards package

Mentorship programs

Professional development opportunities

Qualifications

• Strong analytical and organizational skills.
• Exceptional verbal and written communication skills.
• Attention to detail and ability to handle multiple priorities.

Responsibilities

• Coordinate client account documentation for openings.
• Execute trades in mutual funds, equities, and fixed income.
• Maintain accurate client records in compliance with regulations.

Skills

Client service orientation

Analytical skills

Communication skills

Organizational skills

Regulatory knowledge

Education

Completion of or enrollment in the Canadian Securities Course

Tools

Microsoft 365

Dataphile

Salesforce

Job description

A leading investment firm is seeking an Investment Assistant for their Courtenay office. The ideal candidate has a strong client service orientation and will support a Senior Investment Advisor’s team. Responsibilities include coordinating account documentation, executing trades, and maintaining client records. The firm offers a competitive salary range of $50,000 – $60,000/year plus bonuses, with a culture focused on collaboration and development.