Investment Assistant (Req 140)

Odlum-Brown-1; Vancouver; On-site; CAD 70,000 - 80,000; Full time

Benefits offered by this job

Mentorship programs

Professional development

Competitive total rewards package

Performance-based bonus eligibility

Job summary

Odlum Brown in Vancouver seeks an Investment Assistant to support Portfolio Managers on a four-person team. You’ll own client-focused tasks, adapt to shifting priorities, and help deliver personalized investment advice and reports.

You will collaborate with managers, assist with trades, client meetings, and marketing efforts, while upholding regulatory standards and a culture of growth.

Qualifications

• Minimum 3 years of client-facing experience within the investment industry.
• Registered with CIRO as an Investment Representative in good standing and pursuing a Registered Representative registration.
• Intermediate knowledge of Microsoft 365 (Word, Excel and Outlook).
• Intermediate knowledge of Salesforce.
• Strong verbal and written communication skills with clients.
• Attention to detail and ability to manage multiple priorities.

Responsibilities

• Process wires, EFTs, contributions, withdrawals, and transfers transactions in a timely manner.
• Facilitate account opening and prepare investment performance and quarterly reports.
• Document transactions and client communications and ensure regulatory compliance.
• Update and maintain investment model spreadsheets and portfolio rebalancing.
• Attend internal research meetings and stay informed on market developments.
• Collaborate with portfolio managers and client service teams to deliver a seamless client experience.
• Respond to client inquiries, maintain client records, and ensure KYC/AML compliance.
• Execute mutual fund, equity and fixed income trades.
• Schedule and prepare materials for client meetings, including portfolio reviews and investment proposals.
• Support creation and distribution of client communications and coordinate events.

Skills

Client-facing

Analytical

Attention to detail

Team player

Communication skills

Regulatory knowledge

Tools

Microsoft 365

Salesforce

Broadridge Dataphile

Job description

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 Portfolio Managers Tannis Calder and Mary MacDonald on a four-person team, the ideal candidate is client-focused and detailed-oriented. 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 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
• Update and maintain investment model spreadsheets and portfolio rebalancing
• Attend internal research meetings and keep abreast of markets

Client Support and Relationship Management

• Collaborate with the 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 escape 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 3 years of client-facing experience within the investment industry
• Registered with CIRO as an Investment Representative in good standing and in pursuit of a Registered Representative registration
• Intermediate knowledge of Microsoft 365 (Word, Excel and Outlook)
• Intermediate knowledge of Salesforce
• Knowledge of Broadridge’s Dataphile 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 $70,000 – $80,000 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].

We appreciate your interest and thank you for considering this opportunity. We will contact candidates whose qualifications most closely align with the requirements for the role.