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Added 1 min ago
KA
Detail Supervisor
Kaizen Automotive Group
Calgary, AB
- Full-time
…their professional journey to feel happy, healthy and valued. Full‑Time employees enjoy a robust benefits package,…
Added 15 mins ago
Transit Bus Operator
The City of Red Deer
Red Deer, AB
The City of Red Deer is currently recruiting to fill three (3) regular (permanent) full-time positions for Transit Bus Operators. Under the general direction of the Senior Operations…
Added 15 mins ago
North Bay - DZ Driver/Picker Residential Waste
Human Resources
North Bay, ON
Added 15 mins ago
MH
Housekeeping Associate
MasterBUILT Hotels Ltd.
Bonnyville, AB
- Part-time
Reporting to the Housekeeping Supervisor or their designate, the Housekeeping Associate will be responsible for the professional cleaning of all assigned guest rooms to achieve the standard…
Added 15 mins ago
MH
Housekeeping Associate
MasterBUILT Hotels Ltd.
Ladysmith, BC
- Full-time
This is a full-time position which requires the ability to be flexible with hours of work, as shifts will include early mornings and late evenings. The successful candidate must be…
Added 30 mins ago
MU
Operations, Housing and Conference Services Manager
McGill University
Res. Carrefour Sherb
- Full-time
…organized, self motivated and able to manage multiple requests at a time with a strong sense of urgency. Composed under pressure with an ability to cope effectively with change. Excellent…
Added 30 mins ago
MU
Animal Attendant
McGill University
Montreal, QC · McIntyre Medical
- Full-time
Identifies and suggests any potential improvements to the supervisor regarding processes and/or equipment.
Added 30 mins ago
MU
Director, Enterprise Technology Architecture
McGill University
Sherbrooke, QC
- Full-time
Added 30 mins ago
MU
Masters Programs Recruiter
McGill University
Montreal, QC · Bronfman Building
- Full-time
Paid time off over the December holiday period
Added 30 mins ago
MU
Animal Attendant
McGill University
Montreal, QC · McIntyre Medical
- Full-time
Identifies and suggests any potential improvements to the supervisor regarding processes and/or equipment.
Added 30 mins ago
DO
Community Support Transportation Driver
Dufferin Oaks LTC
Shelburne, ON
- Part-time
Reporting to the Supervisor of Dufferin County Community Support Services (DCCSS), the Transportation Driver is responsible for providing safe, reliable, and client-focused transportation…
Added 45 mins ago
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French: Nettoyeur à plein temps - Full Time Cleaner
ISS
Beauharnois, QC
- $21.57 to $23.83 CAD / hour
- Full-time
ISS offers full-time employees a variety of benefits including medical, dental, life and disability insurance, as well as a comprehensive leave program based on employment status. The…
Added 45 mins ago
Personal Support Worker
Bayshore
Markham, ON
Company sponsored Benefits (health and dental) for you and your family for Part-time and Full-time
Added 45 mins ago
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Shift Manager - Operations
Stelco
Lake Erie Works
- Full-time
As a manager/supervisor of the company, qualified candidates for this role also must demonstrate the ability to manage change, communicate effectively, and lead high-performance teams.
Added 1 hour ago
NS
Auxiliary Power Engineer (Term)
Nova Scotia Power
Dartmouth, NS
- Full-time
Type of Employment: Temporary, Full-Time - On-site
Added 1 hour ago
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Senior Project Coordinator
SGS
Burnaby, BC
- Full-time
Vacation/absence responsibility to back up the Supervisor of the Administrative Support Group. Approximately ten percent of time is allocated to this duty and responsibility.
Added 1 hour ago
Supervisor
JD Sports / Livestock / Size?
Langley (District), BC · Langley, BC
Our Retail team is looking for a Supervisor to join our JD Sports Willowbrook Mall location! Come join our quickly growing and developing team at JD Sports Canada. Main responsibilities…
Added 1 hour ago
Full- Time Supervisor
JD Sports / Livestock / Size?
Mississauga, ON
Our Retail team is looking for a full-time Supervisor to join our JD Sports Square One Shopping Mall location! Come join our quickly growing and developing team at JD Sports Canada. Main…
Added 1 hour ago
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Retail Supervisor - Full Time (Toronto)
PUMA
Toronto, ON · Outlet Toronto Premium
- Full-time
Added 1 hour ago
Registered Accounts Administrator
Odlum Brown
Vancouver, BC
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…
Added 1 hour ago
Rotational/Field General Applications
Big Country Equipment Repair, Ltd.
Kamloops, BC
Paid Travel Time: Tradespeople and fuel and lube operators are paid for travel time up to 4-8 hours each way.
Added 1 hour ago
Maintenance Planner
Big Country Equipment Repair, Ltd.
BC
Schedule: Full-time; 12-hour days, 2 weeks on, 2 weeks off, unless otherwise specified.
Added 1 hour ago
TH
Lumber Sales Associate: Full Time - NORTH SURREY
The Home Depot
Surrey, BC
- Full-time
Added 1 hour ago
Zone Supervisor - Facility Services Operations
University of Windsor
Canada
The Zone Supervisor is responsible for front-line supervision and leadership of custodial and maintenance services in all buildings under the scope of Facility Services Operations which…
Added 1 hour ago
AL
Sample Receipt Technician
AGAT Laboratories
Calgary, AB
- Full-time
AGAT Laboratories is currently hiring a Sample Receipt Technician to join our logistics team. In this full-time role, the successful candidate will be providing administrative tasks and…

Odlum Brown

Registered Accounts Administrator

Vancouver, BC, Canada

Apply About employer

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Job details

Apply by: Nov 6, 2026
Experience: 2+ years of investment industry experience working in Client Services or a similar function
Posting language: English
Posted: Oct 29, 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 a Registered Accounts Administrator to join our award-winning firm in the Vancouver office.

WHAT YOU’LL DO
Reporting to the Supervisor, Registered Accounts, we are seeking a Registered Accounts Administrator with a working knowledge of registered plans and products. The successful candidate is client service-focused, detail-oriented and motivated to provide high-quality support to advisory groups in a dynamic-paced environment.

RESPONSIBILITIES

Record client information and process forms for account activity related to registered accounts (RRSP, RRIF, RESP, RDSP, TFSA and FHSA)
Responsible for tax reporting of registered products
Respond to day-to-day inquiries and requests from internal and external clients in a timely manner
Support training for new and existing colleagues and assistants on registered accounts
Contribute to and lead continuous improvement initiatives related to best practices, operational efficiency and service levels
Work closely and collaboratively with team members across the firm

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
Operational Policy and Procedures – Apply knowledge of the firm’s procedures and processes to execute work to a high standard of consistency, efficiency, compliance, and safety
Project Management – Plan, coordinate, execute, and oversee projects, balancing time, resources, and scope to achieve objectives, support stakeholders, and meet deadlines
Regulatory Knowledge – Understand and apply relevant laws, regulations, and standards to meet legal and ethical requirements and reduce risk for clients and the firm
Systems and Application Proficiency – Use, maintain, manage, or improve specific systems or applications in our role to work effectively and efficiently

KNOWLEDGE AND EXPERIENCE

2+ years of investment industry experience working in Client Services or a similar function
Post-secondary education in business or a related field, or equivalent experience
Knowledge of registered products and policies is preferred
Experience in a financial institution with a solid understanding of CRA guidelines and trustee obligations
Working knowledge of financial regulatory requirements on registered products, tax reporting, anti-money laundering and compliance
Ability to exercise good judgement and decision-making within a policy and regulatory framework
Able to build effective working relationships with a keen eye for detail and the ability to work efficiently and accurately
Experience with Broadridge’s Dataphile or similar bookkeeping system
Intermediate proficiency of Microsoft 365, including Word, Excel and Outlook; experience with Copilot is an asset
Proven organizational skills, with the ability to prioritize important and time-sensitive tasks
Able to work independently and take initiative, along with flexibility and willingness to assist others
Ability to take initiative and seek out information and solutions independently
Excellent verbal and written communication skills

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 salary for this role is $50,000 – $55,000/year, plus the potential for bonuses.

Our team is growing, and we are looking for a new team member to support this work. If this sounds like the environment you’d like to work in and you have the skills and experience for this role, we invite you to submit your cover letter and resume by November 5, 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 Registered Accounts Administrator is responsible for processing account activity for various registered products and ensuring accurate tax reporting. They also provide support to advisory groups, handle client inquiries, and contribute to continuous improvement initiatives.

Requirements

Candidates must have at least 2 years of investment industry experience in client services and a solid understanding of registered products and CRA guidelines. Proficiency in Microsoft 365 and experience with bookkeeping systems like Dataphile are required, along with strong organizational and communication skills.

Skills

Registered accounts administration
Client services
Tax reporting
Financial regulatory compliance
Data analysis
Operational efficiency
Project management
Microsoft 365
Dataphile
Communication skills
Attention to detail
Decision-making
Anti-money laundering
CRA guidelines
Organizational skills

Benefits

Mentorship programs
Professional development
Bonuses

Visa sponsorship

Not detected in the job text

Keywords

Registered accounts
RRSP
RRIF
RESP
RDSP
TFSA
FHSA
Tax reporting
Investment industry
Client services
CRA guidelines
Trustee obligations
Financial regulatory requirements
Anti-money laundering
Compliance
Broadridge
Dataphile
Microsoft 365
Word
Excel
Outlook
Copilot
Operational efficiency
Project management
Financial services

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