Investment Assistant (Req 139)

Odlum Brown Limited; Vancouver; On-site; CAD 60,000 - 70,000; Full time

Benefits offered by this job

Mentorship programs

Professional development

Job summary

Odlum Brown Limited in Vancouver is seeking an Investment Assistant to join a five-person team. You will deliver high-standard client service, support day-to-day portfolio administration, and contribute to a collaborative work environment.

The successful candidate will be client-focused, detail-oriented, and able to adapt to changing priorities while maintaining accuracy and professionalism. This long-term role offers mentorship, professional development, and opportunity to build lasting client

Qualifications

• Minimum 2 years of client-facing experience within the investment industry.
• Registered with CIRO as an Investment Representative in good standing.
• Intermediate knowledge of Microsoft 365 (Word, Excel and Outlook).

Responsibilities

• Process wires, EFTs, contributions, withdrawals, and transfers transactions in a timely manner
• Facilitate account opening
• Prepare investment performance and quarterly reports
• Document transactions and client communications and ensure regulatory compliance
• Collaborate with Portfolio Managers and client service teams to deliver a seamless client experience
• Respond to client calls and emails, resolve inquiries regarding account activity and performance, and elevate 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
• Support the creation and distribution of client communications pieces
• Coordinate client events

Skills

Client-facing experience

Microsoft 365

Communication skills

Analytical skills

Team player

Regulatory knowledge

Attention to detail

Education

CIRO Investment Representative registration

Tools

Broadridge Dataphile

Salesforce

Job description

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.

THE OPPORTUNITY

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

What You’ll Do

In this role, you will be working on a five-person team. You will play an important role in delivering a high standard of client service, supporting day-to-day portfolio administration, and contributing to a collaborative team environment. The successful candidate is client-focused, detail-oriented, and accountable, with the ability to adapt to changing priorities while maintaining accuracy and professionalism. This is an opportunity to be part of a team that is passionate about building long-term client relationships and providing personalized investment advice through all stages of life.

If you are looking for a long-term opportunity with Portfolio Managers who support professional development and high standards, we would love to meet you.

Responsibilities

Portfolio and Administrative Support

• Process wires, EFTs, contributions, withdrawals, and transfers transactions in a timely manner
• Facilitate account opening
• Prepare investment performance and quarterly reports
• Document transactions and client communications and ensure regulatory compliance

Client Support and Relationship Management

• Collaborate with Portfolio Managers 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, and elevate 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

• Support the creation and distribution of various client and prospect communication pieces
• Coordinate client and prospect events

COMPETENCIES

• 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 elevate 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
• 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

Knowledge And Experience

• Minimum 2 years of client-facing experience within the investment industry
• Registered with CIRO as an Investment Representative in good standing
• Intermediate knowledge of Microsoft 365 (Word, Excel and Outlook)
• Knowledge of Broadridge’s Dataphile and/or Salesforce is an asset
• Strong verbal and written communication skills to create clear, engaging, and professional content
• Articulate, tactful and confident interacting with clients
• Exceptional attention to detail and skilled at working efficiently and accurately
• Team player with a proven record of building trusting and productive relationships
• Strong analytical and organizational skills, with the ability to manage multiple priorities
• Self-motivated, 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 are a diverse, driven group of individuals who genuinely care about one another and value each person’s contribution.

We offer a competitive and equitable total rewards package, including mentorship programs and meaningful professional development to support your continued growth. The expected salary and commission range for this role is $60,000 – $70,000 per year, plus eligibility for a performance-based bonus.

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].