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Added 3 mins ago
W
Technical Consultant II, Water Engineer
Worley
Calgary, AB · Vancouver, BC
- Full-time
As a Junior/Intermediate Water Resources Engineer, you will support the planning, analysis, design, and delivery of water resource management solutions across a diverse portfolio of…
Added 18 mins ago
EC
Event Technical Supervisor - BMO Center, Calgary
Encore Canada
Calgary, AB
- Full-time
Responsible for accurate and timely setup, operation, and breakdown of intermediate audiovisual equipment as listed in the technical qualifications section.
Added 48 mins ago
EC
Event Technical Supervisor -Fairmont Banff Springs
Encore Canada
Banff, AB
- Full-time
Responsible for accurate and timely setup, operation, and breakdown of intermediate audiovisual equipment as listed in the technical qualifications section.
Added 48 mins ago
EO
Robot Programmer
ETHOS ON SITE (EOS)
Brantford, ON
- Full-time
Added 48 mins ago
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Clinical Research Coordinator - Regulatory
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
An intermediate knowledge of oral and written English is required, as the position requires regular and complex contact with patients, researchers or international students who are…
Added 48 mins ago
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Clinical Research Coordinator
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
An intermediate knowledge of oral and written English is required, as the position requires regular and complex contact with patients, researchers or international students who are…
Added 48 mins ago
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MRI Technologist
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
An intermediate knowledge of oral and written English is required, as the position requires regular and complex contact with patients, researchers or international students who are…
Added 48 mins ago
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Laboratory Technician
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
An intermediate knowledge of oral and written English is required, as the position requires regular contact, as well as processing specific information, with researchers or international…
Added 1 hour ago
MD
Information Desk Coordinator / Customer Service Specialist Intermediate
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Job Class: Customer Service Specialist Intermediate
Added 2 hours ago
SA
CEPS - Subject Matter Expert - Curriculum Development - Industrial Instrumentation Certificate
Southern Alberta Institute of Technology (SAIT)
Alberta Beach, AB
- Full-time
Ensure appropriate progression from foundational concepts to intermediate and advanced applications.
Added 2 hours ago
LC
Full Stack Developer II, Software Engineering
Loblaw Companies Limited
Brampton, ON
- Full-time
As a Full Stack Developer II, Software Engineering on the Data Management team, you will build and maintain high-data-volume applications that solve real business problems and improve how…
Added 3 hours ago
W
Principal Electrical Engineer
Worley
Calgary, AB · Edmonton, AB · Vancouver, BC
- Full-time
Providing technical guidance and mentoring to intermediate and junior engineers and designers as required.
Added 3 hours ago
SM
Software Developer – Intermediate - RQ11490
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking an Intermediate Software Developer with strong hands-on experience in large-scale, multi-client web applications, Java development, Oracle or SQL databases, REST APIs,…
Added 3 hours ago
SM
Software Developer – Intermediate - RQ11490
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking an Intermediate Software Developer with strong hands-on experience in large-scale, multi-client web applications, Java development, Oracle or SQL databases, REST APIs,…
Added 3 hours ago
SM
Python Developer - Onsite
S M Software Solutions Inc
Mississauga, ON
- Full-time
We are seeking an experienced Python Developer with 8+ years of experience to join Citi’s technology team in Mississauga, ON, Canada. The role focuses on advanced Python development,…
Added 3 hours ago
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Python Developer - Onsite
S M Software Solutions Inc
Mississauga, ON
- Full-time
We are seeking an experienced Python Developer with 8+ years of experience to join Citi’s technology team in Mississauga, ON, Canada. The role focuses on advanced Python development,…
Added 3 hours ago
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Geomodeller/Structural Geologist
GEI Consultants, Inc.
London, ON
- Full-time
We are seeking an intermediate to senior-level geo-modeller/structural geologist to be part of our team of experts. The successful candidate will lead projects in Canada and worldwide in…
Added 4 hours ago
OT
Restaurant Manager
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Victoria, BC
- Full-time
Basic or Intermediate First Aid certification.
Added 4 hours ago
OT
Restaurant Manager
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Colwood, BC
- Full-time
Basic or Intermediate First Aid certification.
Added 6 hours ago
ME
Intermediate Software and Control Systems Engineer
Medatech Engineering Services Ltd.
Collingwood, ON
- Full-time
If you’re an experienced Intermediate Software and Control Systems Engineer, think about joining our team. You will design, develop, and integrate control systems for heavy equipment,…
Added 6 hours ago
LB
Account Manager
Lemieux Bédard
Sherbrooke, QC
- Full-time
Intermediate to advanced French: provide written and verbal follow-ups to French-speaking clients and suppliers; hold conversations on a regular basis
Added 6 hours ago
LB
Account Supervisor
Lemieux Bédard
Sherbrooke, QC
- Full-time
Intermediate to advanced French: provide written and verbal follow-ups to French-speaking clients and suppliers; hold conversations on a regular basis
Added 6 hours ago
PH
Intermediate Software Developer
Propel Holdings
Toronto, ON
- Full-time
5-7 years of hands-on experience as a software developer (Java + Spring Boot + Hibernate/JPA + REST)
Added 6 hours ago
CS
Senior Developer / Senior Designer – AML96
Confiar Services
Toronto, ON
- $60 to $65 CAD / hour
- Contract
5–8+ years of relevant experience for Intermediate/Senior Developer profiles.
Added 8 hours ago
Bodily Injury Examiner
OTIP Group of Companies (OTIP, Orbit, Curo)
Waterloo, ON
Knowledge of intermediate Microsoft Office Suite applications.

Odlum Brown

Account Transfers Administrator

Vancouver, BC, Canada

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Job details

Apply by: Oct 17, 2026
Experience: 1+ years account transfers experience within an investment firm is an asset
Posting language: English
Posted: Oct 2, 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 Account Transfers Administrator to join our award-winning firm in the Vancouver office.

WHAT YOU’LL DO
Reporting to the Supervisor, Account Transfers, you will work in a collaborative environment within the Account Transfers team. You will be responsible for processing incoming and outgoing transfer requests and liaising with Investment Advisors, Assistants and other departments within our Client Services operations.

RESPONSIBILITIES

Process incoming and outgoing account transfer requests
Review transfer documentation for completeness and accuracy
Verify and ensure transfer documents are in good order with advisor teams
Monitor transfers and resolve delays, discrepancies or rejected requests
Follow up with advisor teams and external financial institutions
Respond to transfer inquiries accurately and in a timely manner
Ensure procedures are followed and service level agreements are met
Cross-train in other departmental functions as needed

COMPETENCIES

Analysis – Able to analyze both qualitative and quantitative data to identify key themes, insights or issues or support decision making, critically evaluate information, separating relevant details from noise, provide input into decisions by interpreting information in context
Coordination – Able to independently prioritize, organize, and manage routine tasks, resources, or activities to meet goals, ensure timely communication and alignment among stakeholders to maintain progress, adapt plans and schedules to address common changes or constraints effectively
Customer Service – Able to independently determine customer needs and provide solutions for common inquiries or requests, apply internal policies and regulations effectively to fulfill transactions and resolve routine issues, prioritize and escalate customer requests appropriately to ensure timely resolution
Operational Policy and Procedures – Able to apply standard policies and procedures independently, identify and address minor inefficiencies in processes, ensure compliance with established guidelines in daily work
Project Management – Able to assist with basic project tasks under guidance, track project milestones and update stakeholders on progress, demonstrate awareness of key project management principles
Regulatory Knowledge – Able to independently ensure compliance with standard laws and regulations in daily work, provide guidance to others on basic compliance issues, stay informed about updates to relevant regulatory requirements
Systems and Application Proficiency – Able to independently navigate and use systems and applications to improve productivity, troubleshoot and resolve minor issues with systems and applications, train others in standard system and application use and functionality

KNOWLEDGE AND EXPERIENCE

1+ years account transfers experience within an investment firm is an asset
Familiarity with investment accounts (RRSPs and TFSAs) is an asset
Strong client services skills, with a keen eye for detail and the ability to work efficiently and accurately
Strong organizational skills, with the ability to prioritize important and time-sensitive tasks
Self-starter with the capacity to work independently, along with flexibility and willingness to assist others
Ability to take initiative and seek out information and solutions independently
Ability to exercise sound judgment to resolve challenging scenarios
Excellent verbal and written communication skills
Experience with Broadridge Dataphile and ATON system is an asset
Intermediate proficiency of Microsoft 365, including Word, Excel and Outlook; experience with Copilot 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 salary for this role is $50,000 – $55,000/year, plus the potential for bonuses.

Our team is growing, and we are looking for a new team member to support this work. If this sounds like the environment you’d like to work in and you have the skills and experience for this role, we invite you to submit your cover letter and resume by October 16, 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.

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More about this job

Responsibilities

The Account Transfers Administrator is responsible for processing incoming and outgoing transfer requests while ensuring documentation accuracy. They also liaise with internal teams and external financial institutions to resolve delays and respond to inquiries.

Requirements

Candidates should have at least one year of experience in account transfers within an investment firm and familiarity with RRSPs and TFSAs. Strong organizational skills, attention to detail, and proficiency in Microsoft 365 are required for this role.

Skills

Account transfers
Investment accounts
Client services
Data analysis
Coordination
Operational policy
Project management
Regulatory compliance
Systems proficiency
Broadridge Dataphile
ATON system
Microsoft 365
Attention to detail
Communication skills
Problem solving
Time management

Benefits

Mentorship programs
Professional development
Bonuses

Visa sponsorship

Not detected in the job text

Keywords

Account Transfers
Investment Firm
RRSP
TFSA
Broadridge Dataphile
ATON
Microsoft 365
Word
Excel
Outlook
Copilot
Client Services
Regulatory Compliance
Financial Services
Investment Advisors
Documentation
Data Analysis
Project Management
Service Level Agreements
Investment Operations

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