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Added 8 mins ago
OC
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Odlum Brown

Investment Associate

Vancouver, BC, Canada

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Job details

Experience: 3+ years of client-facing experience within the investment industry
Posting language: English
Posted: Oct 9, 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 Associate to join our award-winning firm in our Vancouver office.

WHAT YOU’LL DO
In this role, you will join a Portfolio Manager and an existing assistant, providing dedicated support for discretionary portfolio management services to high-net-worth individuals.

The ideal 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

Trading

Enter and execute trades, including model trades and bulk orders
Monitor and adjust asset allocation and portfolio rebalancing as needed
Monitor cash balances and identify accounts requiring investment or funding
Maintain model portfolios and implement approved investment changes
Review trade activity for accuracy and follow up on discrepancies or settlement issues
Update investment model spreadsheets

Analysis

Analyze client portfolios and identify rebalancing or investment opportunities
Prepare portfolio performance, asset allocation and investment reporting for client meetings
Prepare information for client meetings
Conduct investment and market research to support portfolio recommendations
Prepare research summaries and other materials for the Portfolio Manager
Attend internal research meetings and stay abreast of market developments
Update slide decks for client meetings and presentations
Assist with client letters and reviews

Financial Planning Support

Support clients through the wealth management process by gathering relevant information, documents, and questionnaires, coordinate activities with appropriate financial planning contacts and follow-up on tasks
Liaise with clients’ accountants for year-end tax filing
Maintain up-to-date records of clients’ net-worth and cash flow statements

Portfolio and Administrative Support

Assist as needed in the processing of transactions such as wires, EFTs, contributions, withdrawals, and transfers in a timely manner
Assist as needed in account opening and onboarding
Document transactions and client communications and ensure regulatory compliance
Maintain accurate records while protecting client confidentiality and privacy
Liaise with internal departments to facilitate client support
Respond to client inquiries in a timely manner via email, phone and in-person
Ensure client files and documentation are accurate and up to date using our Salesforce CRM
Work on special projects as they relate to organizational competencies and business building

Marketing/Business Development

Support the team with marketing material, website updates and client thought pieces
Identify opportunities among the existing client base for asset consolidation and referrals
Help manage a pipeline of prospects/leads to close new opportunities
Deepen existing relationships with Centers of Influence (COIs) through ongoing engagement
Use Linked In to post pertinent research materials and other business building pieces

COMPETENCIES

Advising and Coaching – Use knowledge and relationships to assess the needs of internal or external stakeholders, come up with recommendations, and provide coaching or advice that helps them solve challenges, grow and/or reach their goals
Business Development – Identify, qualify, pursue, and secure leads on new business opportunities to drive revenue growth and expand client base in target markets or customer segments
Customer Relationship Management – Build, manage, and nurture client relationships, leveraging CRM tools to track interactions, understand client needs, and deliver consistent service
Financial Planning – Develop comprehensive financial strategies with clients' long-term goals, balancing income, investments, savings, and expenditures
Investment & Portfolio Management – Develop, implement, and monitor investment strategies to grow assets, manage risk, and achieve financial goals, while providing informed guidance and support to clients or stakeholders
Regulatory Knowledge – Understand and apply relevant laws, regulations, and standards to meet legal and ethical requirements and reduce risk for clients and the firm
Risk Assessment – Identify, analyze, and evaluate risks to make decisions and take actions that manage their likelihood and impact on achieving our objectives for the benefit of our clients, firm, and communities

KNOWLEDGE AND EXPERIENCE

3+ years of client-facing experience within the investment industry
Registered with CIRO as a Registered Representative in good standing
Pursuing or in possession of industry-recognized designations (e.g., CFA, CFP or CIM®)
Intermediate to advanced knowledge of Microsoft 365 with expertise in Excel
Intermediate knowledge of Salesforce
Knowledge of Broadridge’s Dataphile is an asset
Strong verbal and written communication and presentation skills
Excellent attitude and interpersonal skills, ability to communicate and work collaboratively
Strong analytical and organizational skills, with the ability to manage multiple priorities
Detail oriented, delivering high-quality work
Disciplined, driven 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 $85,000 to $95,000, 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 23, 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 Associate will support a Portfolio Manager by executing trades, managing portfolio rebalancing, and conducting market research. They will also assist in financial planning, client onboarding, and business development activities to support high-net-worth individuals.

Requirements

Candidates must have 3+ years of client-facing experience in the investment industry and be registered with CIRO as a Registered Representative. Proficiency in Microsoft 365 and Salesforce is required, along with progress toward or possession of designations like CFA, CFP, or CIM.

Skills

Trading
Portfolio management
Financial planning
Market research
Salesforce
Microsoft 365
Excel
Data analysis
Regulatory compliance
Business development
Communication
Presentation skills
Risk assessment
Wealth management

Benefits

Performance-based bonus
Mentorship programs
Professional development

Visa sponsorship

Not detected in the job text

Keywords

Investment Associate
Portfolio Management
Trading
Asset Allocation
Wealth Management
Salesforce
CIRO
CFA
CFP
CIM
Financial Planning
Market Research
Business Development
Client Relations
CRM
Broadridge Dataphile
Compliance
Risk Assessment
Investment Strategy
Reporting
Account Onboarding
Microsoft 365
Excel
High-net-worth
Discretionary Portfolio Management

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