Jobs in Canada

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Added 6 mins ago
M
Full Stack Engineer
Mission.dev
ON · Ontario, Canada
- $200,000 to $280,000 CAD / year
- Full-time
Willingness and ability to work on-site in San Francisco, five days per week
Added 6 mins ago
V
Account Executive (Canada)
Verint
Canada
- Full-time
…with a strong focus on new business, add-on opportunities, and product expansion. In this role you will identify customer needs, develop strategic account plans, and sell Verint solutions…
Added 6 mins ago
RN
Manufacturing Process Engineer
Riverside Natural Foods Ltd. (Home of MadeGood)
Toronto, ON · North York, ON
- Full-time
Added 6 mins ago
KM
Product Advisor
Kongsberg Maritime
Halifax, NS
- Full-time
…announce that we are growing our team with the addition of a Product Advisor at our Halifax, NS office who will support our Research and Development efforts associated with the BCIT MISE…
Added 6 mins ago
M
Controller
Moncer
St. Catharines, ON
- Full-time
Improve reporting around margins by product line, project and customer segment
Added 6 mins ago
AI
Senior Identity and Reliability Engineering Specialist - Ping Forge rock
Apptoza Inc.
Toronto, ON
- Full-time
We are looking for familiarity with parts of our product por􀆞olio including:
Added 6 mins ago
AI
Technical International Sales & European Business Development Manager/ Accounting Clerk/ Accounting Technician / Accounting Associate / or Controller / Accountantspector
Airpura Industries Inc
Laval, QC
- Full-time
Added 6 mins ago
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Client Partner
TechBlocks
Vaughan, ON
- Full-time
Experience with digital engineering, product engineering, or AI/data services firms serving Fortune 500 clients.
Added 6 mins ago
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AML Manager
Fig
Toronto, ON
- Full-time
Added 6 mins ago
FS
Embedded Software Designer - AI Knowledge and Data
Fidus Systems
Ottawa, ON
- Full-time
…Kitchener-Waterloo and San Jose. We specialize in leading-edge electronic product development, with hardware, embedded software, FPGA/ASIC, and signal integrity teams working together to…
Added 6 mins ago
FS
Embedded Software Designer - AI Knowledge and Data
Fidus Systems
Kitchener, ON
- Full-time
…Kitchener-Waterloo and San Jose. We specialize in leading-edge electronic product development, with hardware, embedded software, FPGA/ASIC, and signal integrity teams working together to…
Added 6 mins ago
SP
Custom Packaging Designer
SmartShield Packaging
Cambridge, ON
- Full-time
…strongly that professional and intelligent Packaging for your product is not only important to keep it intact but to uphold your brand and the trust that your customers have in you. Having…
Added 6 mins ago
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Lead, SAP Functional Solutions (Utility Billing & Collections)
Liberty
Oakville, ON
- $100,000 to $140,000 CAD / year
- Full-time
…stakeholders and application delivery teams. Working closely with Product Owners, business stakeholders, and application delivery teams, the SAP Functional Lead helps business areas…
Added 6 mins ago
CI
Director, Product Strategy & Growth-- KUMDC6173915
Compunnel Inc.
Toronto, ON
- Contract
The Director, Product Strategy & Growth is accountable for the strategic direction, growth, profitability, and lifecycle management of an assigned product portfolio. The role translates…
Added 6 mins ago
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Manager, Data Science
CROSwiss
Toronto, ON
- Full-time
…science and marketing science efforts across the Marketing and Product…
Added 6 mins ago
L
Lead, SAP Functional Solutions (Utility Metering & Customer Technology)
Liberty
Oakville, ON
- $100,000 to $140,000 CAD / year
- Full-time
…stakeholders and application delivery teams. Working closely with Product Owners, business stakeholders, and application delivery teams, the SAP Functional Lead helps business areas…
Added 6 mins ago
SO
Dental Product Specialist - 12 month contract
Software of Excellence
Surrey, BC
- Contract
Where you’ll work: This is a hybrid role, with two days in office per week to facilitate brainstorming and team building
Added 6 mins ago
SI
Senior Full Stack Developer
Siri InfoSolutions, Inc.
Toronto, ON
- Contract
…closely with portfolio managers, quantitative analysts, and product teams to develop technology solutions that create tangible business value in the capital markets…
Added 6 mins ago
E
Senior Software Developer, Creative Solutions
Equativ
Montreal, QC
- Full-time
We work closely with Product, Design, Data, and various Engineering teams. We use AI coding agents in our day-to-day work to explore code, plan, implement, review, and investigate issues.…
Added 7 mins ago
Manufacturing Process Engineer
Riverside Natural Foods Ltd.
Toronto, ON
Added 7 mins ago
Product Operations Specialist (Editorial)
HelloFresh
Toronto, ON
This means a minimum of 3 days in office per week
Added 7 mins ago
Product Operations Specialist (12 months contract)
HelloFresh
Toronto, ON
This means a minimum of 3 days in office per week
Added 7 mins ago
AS
CDS Full Time Event Manager CAN - Product Demonstration
Advantage Solutions
Winnipeg, MB
- Full-time
Professional Food Safety Certification required
Added 7 mins ago
IF
Claims Analyst
iA Financial Group
Vancouver, BC
- Full-time
Assist with a defined portion of a core product based on experience, training, assigned authority, and business needs.
Added 7 mins ago
Senior Full-Stack Engineer, Builder Platform
Okta
Toronto, ON
As we continue to scale, we’re investing in extensibility, developer experience, and performance. Join us to help shape the future of cloud automation and low-code development.

Odlum Brown

Investment Assistant (Req 150)

Vancouver, BC, Canada

Apply on jobs.dayforcehcm.com About employer

Applications open in a new tab.

Job details

Apply by: Nov 28, 2026
Experience: Minimum 2 years of relevant client-facing experience, preferably within the investment industry
Posting language: English
Posted: Nov 13, 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 Assistant to join our Vancouver office.

WHAT YOU’LL DO
In this role, you will support two Portfolio Managers on a three-person team. You will play an important role in delivering a high standard of client service, supporting day-to-day portfolio administration, and contributing to a collaborative team environment. The successful candidate is client-focused, detail-oriented, and accountable, with the ability to adapt to changing priorities while maintaining accuracy and professionalism.

If you are interested in a long-term opportunity with Portfolio Managers who support professional development and high standards, we encourage you to apply.

RESPONSIBILITIES
Portfolio and Administrative Support

Process wires, EFTs, contributions, withdrawals, and transfers transactions in a timely manner
Execute mutual fund, equity and fixed income trades
Facilitate account opening
Prepare investment performance and quarterly reports
Document transactions and client communications and ensure regulatory compliance

Client Support and Relationship Management

Collaborate with Portfolio Managers and client service teams to deliver a 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
Maintain accurate client records and ensure compliance with KYC/AML regulations
Schedule and prepare materials for client meetings, including portfolio reviews and investment proposals

Marketing and Social Media

Support the creation and distribution of various client and prospect communication pieces
Coordinate client and prospect events

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
Product Knowledge – Maintain and deepen knowledge of company products, services and/or applications in order 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 2 years of relevant client-facing experience, preferably within the investment industry
Registered with CIRO as an Investment Representative in good standing
Intermediate knowledge of Microsoft 365, including Word, Excel and Outlook; experience with Copilot is an asset
Knowledge of Broadridge’s Dataphile and/or Salesforce is an asset
Strong verbal and written communication skills to create clear, engaging, and professional content
Able to communicate professionally and tactfully with clients and colleagues
Exceptional attention to detail and skilled at working efficiently and accurately
Collaborative and able to build effective working relationships
Strong analytical and organizational skills, with the ability to manage multiple priorities
Accountable, proactive, and able to work with a high degree of ownership

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 $60,000 – $70,000 per year, plus eligibility for a performance-based bonus.

Our team is growing, and we have room for one more talented professional. If this opportunity aligns with your experience and career goals, we invite you to submit your cover letter and resume by November 27, 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 on jobs.dayforcehcm.com About employer

More about this job

Responsibilities

The Investment Assistant will support Portfolio Managers with day-to-day portfolio administration, trade execution, and account documentation. They will also manage client relationships by responding to inquiries, preparing meeting materials, and coordinating client events.

Requirements

Candidates must have at least 2 years of relevant client-facing experience in the investment industry and be registered with CIRO as an Investment Representative. Proficiency in Microsoft 365 and strong analytical and communication skills are required.

Skills

Portfolio administration
Client service
Trade execution
Account opening
Regulatory compliance
KYC/AML regulations
Microsoft 365
Investment reporting
Communication
Analytical skills
Organizational skills
Attention to detail
Relationship management
Marketing support
Event coordination

Benefits

Performance-based bonus
Mentorship programs
Professional development

Visa sponsorship

Not detected in the job text

Keywords

Investment Assistant
Portfolio Management
CIRO
Investment Representative
KYC
AML
Broadridge Dataphile
Salesforce
Microsoft 365
Copilot
Equities
Fixed Income
Mutual Funds
Client Service
Regulatory Compliance
Financial Reporting
Investment Administration
Wealth Management

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Work requirements

Jobs in Canada