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Added 5 hours ago
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Sales Representative - Retail
Quincaillerie Richelieu
Barrie, ON
- Full-time
We are seeking a driven and results-oriented Sales Representative to join our Barrie, ON team. This permanent full-time position will cover parts of the GTA and travel East as far as…
Added 5 hours ago
QR
Sales Representative - Retail
Quincaillerie Richelieu
Rocky View No 44, AB · Rocky View County, Ouest du Canada
- Full-time
We are seeking a driven and results-oriented Sales Representative to join our team at Calgary Sales Exp. Retail. This permanent full-time position will work out of the Calgary office and…
Added 5 hours ago
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Sales Representative - Coatings
Quincaillerie Richelieu
Rocky View No 44, AB · Rocky View County, Ouest du Canada
- Full-time
We are seeking a driven and results-oriented Sales Representative to join our team at the Calgary, AB branch. This permanent full-time position will work out of the Calgary office and…
Added 5 hours ago
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Sales Representative - Industrial
Quincaillerie Richelieu
Kitchener, ON
- Full-time
Under the supervision of the Industrial Sales Manager, the Sales Representative will be responsible for all sales activities and management of customer accounts within a set territory. The…
Added 5 hours ago
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Sales Representative - Industrial
Quincaillerie Richelieu
Mississauga, ON
- Full-time
Under the supervision of the Industrial Sales Manager, the Sales Representative will be responsible for all sales activities and management of customer accounts within a set territory. The…
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Sales Representative - Retail Saskatchewan
Quincaillerie Richelieu
Remote, Canada
- Full-time
- Remote
Richelieu Hardware is looking for a Territory Sales Representative for the Province of Saskatchewan who ideally resides within the proximity of Saskatoon. Under the supervision of the…
Added 5 hours ago
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Inside Sales Representative
Russel Metals
Winnipeg, MB
- Full-time
We are currently hiring an Inside Sales Representative at our Winnipeg East Branch. This is a full-time, permanent job working 40 hours per week, Monday to Friday.
Added 13 hours ago
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Rocky View No 44, AB · Rocky View County, AB
- Full-time
You have a passion for driving sales: As a key LOD (Leader on Duty), you're an expert at driving sales by maximizing Fitting Room and Salesfloor productivity and building guest loyalty…
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Aerie - Merchandising Team Leader (Assistant Manager)
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AB · Edmonton, AB
- Full-time
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Part Time Bridal Sales
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Winnipeg, MB
- $16 to $22.32 CAD / hour
- Part-time
…Customer Service to all David’s Bridal customers, achieving sales goals and productivity by expertly following our 5-Step Selling Process, and performing duties related to the presentation…
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AE - Merchandising Team Leader (Assistant Manager)
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Edmonton, AB
- Full-time
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- Full-time
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Added 17 hours ago
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Added 19 hours ago
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Added 1 day ago
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Part Time Bridal Sales
David's Bridal
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…Customer Service to all David’s Bridal customers, achieving sales goals and productivity by expertly following our selling behaviors, and performing duties related to the presentation and…
Added 1 day ago
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Added 1 day ago
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VIVCI - CONSEILLER BANCAIRE
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- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…

Odlum Brown Limited

Investment Associate

Vancouver, BC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 8, 2026
Experience: 3+ years of client-facing experience within the investment industry
Posting language: English
Posted: Oct 9, 2026

Original 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 Associate to join our award-winning firm in our 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

Trading

Enter and execute trades, including model trades and bulk orders
Monitor and adjust asset allocation and portfolio rebalancing as needed
Monitor cash balances and identify accounts requiring investment or funding
Maintain model portfolios and implement approved investment changes
Review trade activity for accuracy and follow up on discrepancies or settlement issues
Update investment model spreadsheets

Analysis

Analyze client portfolios and identify rebalancing or investment opportunities
Prepare portfolio performance, asset allocation and investment reporting for client meetings
Prepare information for client meetings
Conduct investment and market research to support portfolio recommendations
Prepare research summaries and other materials for the Portfolio Manager
Attend internal research meetings and stay abreast of market developments
Update slide decks for client meetings and presentations
Assist with client letters and reviews

Financial Planning Support

Support clients through the wealth management process by gathering relevant information, documents, and questionnaires, coordinate activities with appropriate financial planning contacts and follow-up on tasks
Liaise with clients’ accountants for year-end tax filing
Maintain up-to-date records of clients’ net-worth and cash flow statements

Portfolio and Administrative Support

Assist as needed in the processing of transactions such as wires, EFTs, contributions, withdrawals, and transfers in a timely manner
Assist as needed in 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
Respond to client inquiries in a timely manner via email, phone and in-person
Ensure client files and documentation are accurate and up to date using our Salesforce CRM
Work on special projects as they relate to organizational competencies and business building

Marketing/Business Development

Support the team with marketing material, website updates and client thought pieces
Identify opportunities among the existing client base for asset consolidation and referrals
Help manage a pipeline of prospects/leads to close new opportunities
Deepen existing relationships with Centers of Influence (COIs) through ongoing engagement
Use Linked In to post pertinent research materials and other business building pieces

COMPETENCIES

Advising and Coaching – Use knowledge and relationships to assess the needs of internal or external stakeholders, come up with recommendations, and provide coaching or advice that helps them solve challenges, grow and/or reach their goals
Business Development – Identify, qualify, pursue, and secure leads on new business opportunities to drive revenue growth and expand client base in target markets or customer segments
Customer Relationship Management – Build, manage, and nurture client relationships, leveraging CRM tools to track interactions, understand client needs, and deliver consistent service
Financial Planning – Develop comprehensive financial strategies with clients' long-term goals, balancing income, investments, savings, and expenditures
Investment & 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
Regulatory Knowledge – Understand and apply relevant laws, regulations, and standards to meet legal and ethical requirements and reduce risk for clients and the firm
Risk Assessment – Identify, analyze, and evaluate risks to make decisions and take actions that manage their likelihood and impact on achieving our objectives for the benefit of our clients, firm, and communities

Knowledge And Experience

3+ years of client-facing experience within the investment industry
Registered with CIRO as a Registered Representative in good standing
Pursuing or in possession of industry-recognized designations (e.g., CFA, CFP or CIM®)
Intermediate to advanced knowledge of Microsoft 365 with expertise in Excel
Intermediate knowledge of Salesforce
Knowledge of Broadridge’s Dataphile is an asset
Strong verbal and written communication and presentation skills
Excellent attitude and interpersonal skills, ability to communicate and work collaboratively
Strong analytical and organizational skills, with the ability to manage multiple priorities
Detail oriented, delivering high-quality work
Disciplined, 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 $85,000 to $95,000, 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 October 23, 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 careers@odlumbrown.com.

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.

Apply About employer

More about this job

Responsibilities

Execute and monitor trades, portfolio allocations, and rebalancing; analyze client portfolios and prepare performance reports, research, and meeting materials. Support clients with financial planning coordination, account administration, regulatory documentation, and inquiries, while contributing to marketing and business development.

Requirements

Requires at least three years of client-facing investment industry experience and registration with CIRO as a Registered Representative in good standing. Candidates should be pursuing or hold a recognized designation such as CFA, CFP, or CIM, and have strong Excel, Salesforce, communication, analytical, organizational, and teamwork skills.

Skills

Investment Trading
Portfolio Management
Portfolio Rebalancing
Investment Analysis
Financial Planning Support
Investment Research
Business Development
Regulatory Compliance
Risk Assessment
Microsoft Excel
Salesforce
Financial Reporting
Client Communication
Organization
Teamwork

Benefits

Mentorship Programs
Professional Development

Visa sponsorship

Not detected in the job text

Keywords

Investment Associate
Portfolio Management
Discretionary Portfolio Management
High-Net-Worth Individuals
Trade Execution
Model Trades
Bulk Orders
Asset Allocation
Portfolio Rebalancing
Model Portfolios
Investment Research
Portfolio Performance Reporting
Financial Planning
Business Development
Regulatory Compliance
Risk Assessment
CIRO
Registered Representative
CFA
CFP
CIM
Microsoft 365
Excel
Salesforce
Broadridge Dataphile
Client Onboarding
Centers Of Influence
LinkedIn

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