Investment Assistant (Req 56)

Who We AreAnchored 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 OPPORTUNITYWe have an opportunity for an Investment Assistant to join our award-winning firm in the Vancouver office. What You’ll DoWorking with Portfolio Manager Olivera Garcia, 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 a Portfolio Manager that supports professional development and high standards, we would love to meet you.ResponsibilitiesPortfolio and Administrative SupportProcess transactions such as wires, EFTs, contributions, withdrawals, and transfers in a timely mannerFacilitate account openingPrepare investment performance reports and quarterly reportsDocument transactions and client communications and ensure regulatory compliance Client Support and Relationship ManagementCollaborate with the Portfolio Manager and client service teams to deliver a seamless client experience and contribute to internal improvementsRespond to client calls and emails, resolve inquiries regarding account activity and performance, maintain documentation, and escalate issues as neededMaintain accurate client records and ensure compliance with KYC/AML regulationsExecute mutual fund, equity and fixed income tradesSchedule and prepare materials for client meetings, including portfolio reviews and investment proposalsMarketing and Social MediaPost to LinkedIn and other social media platformsSupport the creation and distribution of various client communication piecesCoordinate client eventsCOMPETENCIESAnalysis – 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 actionsCoordination – Prioritize, organize, and manage information, people, assets, resources, messages, tasks and/or activities to achieve a goal within timelinesCustomer 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 issuesDigital 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 environmentsInvestment 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 stakeholdersProduct Knowledge – Maintain and deepen knowledge of company products, services and/or applications in order to align features, benefits, and uses to client or stakeholder needsRegulatory 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 ExperienceMeet CIRO’s educational and experience requirements to meet the qualifications necessary to be approved as an Investment Representative*Investment industry experience is an assetIntermediate knowledge of Microsoft 365 (Word, Excel and Outlook)Exceptional verbal communication skillsStrong writing skills with the ability to create clear, engaging, and professional contentKnowledge of Broadridge’s Dataphile and/or Salesforce is an assetArticulate, tactful and confident interacting with clientsExceptional attention to detail and skilled at working efficiently and accuratelyA team player with a proven record of building trusting and productive relationshipsStrong analytical and organizational skills, with the ability to manage multiple prioritiesDisciplined, driven and operates with a high level of accountabilitySocial media experience is an assetNote: These regulatory and continuing education requirements are subject to change under the upcoming CIRO proficiency model criteria, effective January 1, 2026.What We OfferA culture of openness, collaboration and respect is foundational to our firm. We genuinely care about one another and encourage and appreciate each other’s contributions. We believe in rewarding team members and do this by providing a competitive total rewards package that is fair and equitable; mentorship programs; and a variety of professional development opportunities to expand your career. This role has an expected salary and commission range of $55,000- $65,000/year, plus the potential for bonuses. Please note salary and commission range can be adjusted for experience levels.If this sounds like the environment you’d like to work in and you have the credentials and experience for this role, we invite you to submit a cover letter and resume by November 24, 2025.Candidates must be legally eligible to work in Canada. Full disclosure of any restrictions must be disclosed at the time of expressing interest and supporting evidence provided prior to any potential offer of employment.We appreciate your interest and thank you for taking the time to consider this opportunity. We will be in touch with individuals whose profiles most closely match what’s needed to be successful in this role.