Investment Assistant (Req 148)

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

Benefits offered by this job

Mentorship programs

Professional development

Job summary

Odlum Brown Limited in Vancouver seeks an Investment Assistant to support a Portfolio Manager and a teammate in discretionary portfolio management for high-net-worth clients.

The role emphasizes client service, accuracy, and regulatory compliance, with exposure to investment platforms, onboarding, and meeting preparation. Strong communication and organizational skills are essential.

Qualifications

• Minimum 3 years of client-facing experience within the investment industry.
• Registration with CIRO as an Investment Representative in good standing, with a willingness to pursue Registered Representative registration.
• Intermediate to advanced knowledge of Microsoft 365 with expertise in Excel.
• Familiarity with portfolio management systems, trading platforms, or investment technology is an asset.

Responsibilities

• Process transactions such as wires, EFTs, contributions, withdrawals, and transfers in a timely manner.
• Facilitate account opening and onboarding.
• Document transactions and client communications and ensure regulatory compliance.
• Maintain accurate records while protecting client confidentiality and privacy.
• Liaise with internal departments to facilitate client support.
• Update and maintain investment model spreadsheets and portfolio rebalancing.
• Support portfolio administration, rebalancing, and trading-related activities using portfolio management trading platforms.
• Attend internal research meetings and keep abreast of markets.
• Collaborate with the Portfolio Manager and client service teams to deliver 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 funds, equity, model, and fixed income trades.
• Assist with new client onboarding.
• Ensure client files and documentation are up to date and accurate in Salesforce.
• Schedule and prepare materials for client meetings, including portfolio reviews and investment proposals.
• Support clients through the wealth management process by gathering relevant information, documents, and questionnaires and following up on tasks

Skills

Client service

Attention to detail

Communication

Team collaboration

Regulatory knowledge

Education

CIRO Investment Representative registration

Tools

Salesforce

Excel

Trading platforms

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 join a Portfolio Manager and an existing assistant, providing dedicated support for discretionary portfolio management services to high-net-worth individuals.

The ideal candidate is client-focused and detail-oriented. You take ownership of your responsibilities, adapt to changing priorities, and contribute to a team culture that values client service and teamwork.

Responsibilities

Portfolio and Administrative Support

• Process transactions such as wires, EFTs, contributions, withdrawals, and transfers in a timely manner


• Facilitate account opening and onboarding


• Document transactions and client communications and ensure regulatory compliance


• Maintain accurate records while protecting client confidentiality and privacy


• Liaise with internal departments to facilitate client support


• Update and maintain investment model spreadsheets and portfolio rebalancing


• Support portfolio administration, rebalancing, and trading-related activities using portfolio management trading platforms


• Attend internal research meetings and keep abreast of markets

Client Support and Relationship Management

• Collaborate with the Portfolio Manager and client service teams to deliver 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 in a timely manner


• Maintain accurate client records and ensure compliance with KYC/AML regulations


• Execute mutual funds, equity, model, and fixed income trades


• Assist with new client onboarding


• Ensure client files and documentation are up to date and accurate in Salesforce


• Schedule and prepare materials for client meetings, including portfolio reviews and investment proposals


• Support clients through the wealth management process by gathering relevant information, documents, and questionnaires and following up on tasks

Competencies

• Analysis – Assess quantitative and qualitative data, information, or situations to understand key details, identify patterns or meaning, and translate insights 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 policies or regulations, and elevate and prioritize customer requests 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 our work while staying safe and responsible in digital environments


• Product Knowledge – Maintain and deepen knowledge of company products, services and/or applications 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 of 3 years of client-facing experience within the investment industry


• Registration with CIRO as an Investment Representative in good standing, with a willingness to pursue Registered Representative registration


• Intermediate to advanced knowledge of Microsoft 365 with expertise in Excel


• Familiarity with portfolio management systems, trading platforms, or investment technology is an asset, with a willingness to develop strong proficiency in these tools


• Exceptional verbal communication skills


• Strong writing skills with the ability to create clear, engaging, and professional content


• Intermediate knowledge of Salesforce


• Professional, tactful, and confident when interacting with clients


• Exceptional attention to detail and organizational skills with the ability to work efficiently and accurately


• Collaborative team member with a proven record of building trust and productive relationships


• Strong analytical and organizational skills, with the ability to manage multiple priorities


• Disciplined, motivated, and operates with a high level of accountability


• Social media experience is an asset

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.

Our team is growing, and we have room for one more talented professional. If this opportunity aligns with your experience and career goals, we invite you to submit your cover letter and resume by September 30, 2026.

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.