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Odlum Brown

Investment Assistant (Req 150)

Vancouver, BC, Canada

Apply by: Oct 10, 2026
Experience: Minimum 2 years of relevant client-facing experience, preferably within the investment industry
Posting language: English
Posted: Sep 23, 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 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 October 9, 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

Support two Portfolio Managers with portfolio administration, transaction processing, trade execution, account opening, and investment reporting. Respond to client inquiries, maintain compliant client records, prepare meeting materials, and assist with client communications and events.

Requirements

Requires at least two years of relevant client-facing experience, preferably in the investment industry, and good-standing registration with CIRO as an Investment Representative. Candidates should have intermediate Microsoft 365 skills, strong communication and analytical abilities, exceptional attention to detail, and the ability to manage multiple priorities; Dataphile, Salesforce, and Copilot experience are assets.

Skills

Client Service
Portfolio Administration
Investment Trade Execution
Account Opening
Investment Performance Reporting
Regulatory Compliance
KYC/AML Compliance
Financial Analysis
Organization
Attention to Detail
Microsoft 365
Written Communication
Verbal Communication
Prioritization
Coordination

Benefits

Mentorship Programs
Professional Development
Performance-Based Bonus

Visa sponsorship

Not detected in the job text

Keywords

Portfolio Management
Investment Representative
CIRO
Investment Industry
Mutual Funds
Equities
Fixed Income
Wire Transfers
Electronic Funds Transfers
Contributions
Withdrawals
Account Transfers
Account Opening
Investment Performance Reports
Quarterly Reports
KYC
AML
Regulatory Compliance
Microsoft 365
Microsoft Word
Microsoft Excel
Microsoft Outlook
Microsoft Copilot
Broadridge Dataphile
Salesforce
Client Communications
Portfolio Reviews
Investment Proposals
Client Events

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