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
The team is comprised of a Portfolio Manager and one assistant who provide dedicated discretionary portfolio management services to high-net-worth individuals.
The ideal candidate is client-focused and detailed-oriented. You take ownership of your responsibilities, adapt to changing priorities, and contribute to a team culture that values client service and teamwork.
This role requires the successful candidate to work onsite in the office five days per week.
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
Liaison with internal departments to facilitate client support
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 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 escalate 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 follow-up on tasks
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 escalate 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
Investment and Portfolio Management – Develop, implement, and monitor investment strategies to grow assets, manage risk, and achieve financial goals, while providing informed guidance and support to clients or stakeholders
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
Registered with CIRO as an Investment Representative in good standing and in pursuit of a Registered Representative registration
Intermediate to advanced knowledge of Microsoft 365 with strong expertise in Excel
Exceptional verbal communication skills
Strong writing skills with the ability to create clear, engaging, and professional content
Intermediate knowledge of Salesforce
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 trust 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
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 values each individual’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 exceptional individual. If this opportunity aligns with your experience and career goals, we invite you to submit your cover letter and resume by March 31, 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 [email protected].
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.
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
The team is comprised of a Portfolio Manager and one assistant who provide dedicated discretionary portfolio management services to high-net-worth individuals.
The ideal candidate is client-focused and detailed-oriented. You take ownership of your responsibilities, adapt to changing priorities, and contribute to a team culture that values client service and teamwork.
This role requires the successful candidate to work onsite in the office five days per week.
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
Liaison with internal departments to facilitate client support
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 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 escalate 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 follow-up on tasks
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 escalate 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
Investment and Portfolio Management – Develop, implement, and monitor investment strategies to grow assets, manage risk, and achieve financial goals, while providing informed guidance and support to clients or stakeholders
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
Registered with CIRO as an Investment Representative in good standing and in pursuit of a Registered Representative registration
Intermediate to advanced knowledge of Microsoft 365 with strong expertise in Excel
Exceptional verbal communication skills
Strong writing skills with the ability to create clear, engaging, and professional content
Intermediate knowledge of Salesforce
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 trust 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
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 values each individual’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 exceptional individual. If this opportunity aligns with your experience and career goals, we invite you to submit your cover letter and resume by March 31, 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 [email protected].
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.
💡 Quick Summary
Seeking a career-building opportunity? The Investment Assistant (Req *7) position is now open for candidates interested in the Helper Jobs sector. This role in Vancouver offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Helper Jobs is a plus.
