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Odlum Brown

Investment Assistant (Req 145)

Vancouver, BC, Canada

Apply by: Oct 9, 2026
Experience: Minimum of 5 years of client-facing experience within the investment industry
Posting language: English
Posted: Sep 17, 2026

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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 Assistant to join our award-winning firm in the Vancouver office.

WHAT YOU’LL DO
In this role, you will join the Burrard Investment Management Group, a collaborative advisory team led by two Senior Wealth Managers. The team includes a Financial Planner, Portfolio Analyst, Senior Wealth Associate, and an Investment Associate, providing dedicated support for discretionary portfolio management services to clients with complex wealth management needs.

The successful 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

Client Support and Relationship Management

Collaborate with the Portfolio Manager and client service teams to deliver a seamless client experience and contribute to internal improvements
Respond to client calls and emails in a professional and timely manner, including inquiries related to account activity, documentation, and follow-up items
Coordinate the Portfolio Manager’s calendar and client meetings, including scheduling, confirmations, preparation of materials, and follow-up
Maintain accurate client records and ensure compliance with KYC/AML regulations
Assist with new client onboarding
Ensure client files and documentation are up to date and accurate in Salesforce
Support clients through the wealth management process by gathering relevant information, documents, and questionnaires, and ensuring outstanding tasks are completed

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 escalate 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 5 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
Intermediate knowledge of Salesforce
Exceptional verbal communication skills
Strong writing skills with the ability to create clear, engaging, and professional content
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

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 $80,000 – $90,000 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 October 8, 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 Investment Assistant will provide administrative and portfolio support, including processing transactions and maintaining accurate client records. They will also facilitate client onboarding and manage communications to ensure a seamless wealth management experience.

Requirements

Candidates must have at least 5 years of client-facing experience in the investment industry and hold CIRO registration as an Investment Representative. Proficiency in Microsoft 365, Salesforce, and strong analytical and communication skills are required.

Skills

Investment industry knowledge
Portfolio support
Regulatory compliance
Salesforce
Microsoft 365
Excel
KYC/AML regulations
Transaction processing
Communication skills
Analytical skills
Organizational skills
Attention to detail
Account onboarding
Financial documentation

Benefits

Performance-based bonus
Mentorship programs
Professional development

Visa sponsorship

Not detected in the job text

Keywords

Investment Assistant
Wealth Management
Portfolio Management
CIRO
Investment Representative
Salesforce
Microsoft 365
Excel
KYC
AML
Regulatory Compliance
Client Onboarding
Financial Planning
Discretionary Portfolio Management
Transaction Processing
Wealth Associate
Client Service
Data Analysis
Account Management
Professional Development

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