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Added 7 mins ago
AG
Adjoint(e) exécutif au Chef de la direction - Executive Assistant to the CEO
AJW Group
Montreal, QC
- Full-time
…partenaires internationaux d’AJW Group, notamment son siège social au Royaume-Uni. Ce rôle requiert un excellent jugement, un sens aigu de l’organisation, de la discrétion et une grande…
Added 7 mins ago
Continuing Care Assistant
HealthCareersInSask.ca
Estevan, SK
Must be available a minimum of two (2) days per week
Added 7 mins ago
Vision Rehabilitation Assistant
Vision Loss Rehabilitation Canada
New Westminster, BC
Post-secondary education and/or prior experience in a Rehabilitation Assistant program, Occupational or Physical Therapy Assistant program, Social Work or related field preferred.
Added 7 mins ago
Vision Rehabilitation Assistant
Vision Loss Rehabilitation Canada
Abbotsford, BC
Post-secondary education and/or prior experience in a Rehabilitation Assistant program, Occupational or Physical Therapy Assistant program, Social Work or related field preferred.
Added 7 mins ago
LC
Executive Assistant, Risk Advisory
Loblaw Companies Limited
Brampton, ON
- Full-time
Full-time | Hybrid (4 days in office – flexibility on primary work location, with travel between our Brampton and Toronto offices as needed to support executive schedules and priorities)
Added 7 mins ago
LC
Pharmacy Assistant Part Time Day
Loblaw Companies Limited
Fernie, BC
- Part-time
Flexibility to work a variety of hours which may include days, evenings, night shifts and weekends
Added 7 mins ago
LC
Épicerie Assistant Gérant/Superviseur temps plein jour
Loblaw Companies Limited
Sherbrooke, QC
- Full-time
Our commitment to Sustainability and Social Impact is an essential part of the way we do business, and we focus our attention on areas where we can have the greatest impact. Our approach to…
Added 21 mins ago
VL
Vision Rehabilitation Assistant
Vision Loss Rehabilitation Canada
New Westminster, BC
- Full-time
Post-secondary education and/or prior experience in a Rehabilitation Assistant program, Occupational or Physical Therapy Assistant program, Social Work or related field preferred
Added 21 mins ago
VL
Vision Rehabilitation Assistant
Vision Loss Rehabilitation Canada
Abbotsford, BC
- Full-time
Post-secondary education and/or prior experience in a Rehabilitation Assistant program, Occupational or Physical Therapy Assistant program, Social Work or related field preferred
Added 21 mins ago
HO
Parliamentary Assistant
House of Commons (Canada) / Chambre des communes (Canada)
Ottawa, ON
- $55,000 to $65,000 CAD / year
- Full-time
The office of MP Angelo Iacono, Member of Parliament for Alfred-Pellan, is currently seeking a qualified candidate to fill the position of Parliamentary Assistant.
Added 36 mins ago
TT
Assistant Designer, Communications (13965)
Toronto Transit Commission (TTC)
Toronto, ON · Greater Toronto Area, Canada
- $87,596.6 to $109,509.4 CAD / year
- Full-time
…largest transit system and recognized as one of the top places to work in the GTA has introduced its new 2024-2028 TTC Corporate Plan - Moving Toronto, Connecting Communities which…
Added 36 mins ago
OL
Recreation Assistant - Part Time
Optima Living
Surrey, BC
- Part-time
Reporting to the Recreation Manager, the Recreation Assistant assists in planning and implementing therapeutic programs to meet the social, cognitive, physical, emotional and spiritual…
Added 36 mins ago
Investment Assistant (Req 150)
Odlum Brown
Vancouver, BC
We have an opportunity for an Investment Assistant to join our Vancouver office.
Added 36 mins ago
Recreation Assistant with Class 4 (Casual) - The Wexford
Century Group
Delta, BC
You want to work for a company that sees people of all ages as valuable individuals, not just numbers, clients or patients. Your values include:
Added 36 mins ago
Recreation Assistant (Casual) - The Waterford
Century Group
Delta, BC
You want to work for a company that sees people of all ages as valuable individuals, not just numbers, clients or patients. Your values include:
Added 36 mins ago
CG
Assistant General Manager (Full time) - Browns Socialhouse
Century Group
Delta, BC
- Full-time
…connect to them. Our goal is to create a warm, welcoming, and social environment for the locals in our neighbourhood to come in and socialize with their…
Added 36 mins ago
TS
Registered Early Childhood Educator - RECE
The Salvation Army Canada and Bermuda Territory
Mississauga, ON
- Full-time
…age-appropriate, play-based programs that support children's spiritual, social, physical, emotional, and developmental…
Added 36 mins ago
TS
Early Childhood Assistant-ECA
The Salvation Army Canada and Bermuda Territory
Mississauga, ON
- Part-time
The Early Childhood Assistant (ECA) provides a safe, nurturing, and happy learning environment that supports children’s overall well-being. Aligned with How Does Learning Happen? (HDLH),…
Added 52 mins ago
Early Childhood Educator Assistant (Casual)
BGC Okanagan
West Kelowna, BC
Join BGC Okanagan an Early Childhood Educator Assistant!
Added 52 mins ago
B
Private Wealth Administrative Assistant, Winter 2027 (Co-op/Internship) - 4 months
BMO
Toronto, ON · CLAIRE
- Full-time
Our student experience is designed to integrate you to the BMO team from day one by adding value in the work you do. You will have the opportunity to participate in programs such as the…
Added 52 mins ago
Children's Programs and Public Service Assistant
CityofOttawa
Ottawa, ON
Work is performed within the context of the policies and framework of the Library corporate culture as embodied in the Mission Statement, Core Values, Customer Experience Guidelines and the…
Added 1 hour ago
H
Continuing Care Assistant
HealthCareersInSask.ca
Big River, SK
- Full-time
We work together to improve our health and well-being. Every day. For everyone.
Added 1 hour ago
H
Continuing Care Assistant
HealthCareersInSask.ca
Shellbrook, SK
- Part-time
Scheduled hours of work may be reduced when a statutory holiday is recognized
Added 1 hour ago
V
Assistant Branch Manager - Fairview
Vancity
Vancouver, BC
- Full-time
We’re Vancity, a member-owned credit union built on the principles of inclusion and social justice. Since 1946, our relentless commitment to these values has helped us challenge the status…
Added 1 hour ago
CN
Maintenance Assistant Foreman
Canadian Natural
Fox Creek, AB
- Full-time
All candidates applying to Canadian Natural must have legal authorization to work in Canada with no restrictions

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

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