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Added 6 mins ago
GO
Service Desk Analyst
Government of Nunavut Recruitment
Iqaluit, NU
- Full-time
Reporting to the Service Desk Supervisor, the Service Desk Analyst (Analyst) is a member of the Government of Nunavut’s (GN) Help Desk team that provides first-line technical support to GN…
Added 21 mins ago
TS
Mental Health Support Worker
The Salvation Army Canada and Bermuda Territory
Regina, SK
- Part-time
…needs and live out our mission, vision and values of hope, service, dignity and stewardship. As a faith- and values-based organization, we hire and serve people of all backgrounds and walks…
Added 21 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 35 mins ago
I
French: Nettoyeur à plein temps - Full Time Cleaner
ISS
Beauharnois, QC
- $21.57 to $23.83 CAD / hour
- Full-time
Comprendre le service à la clientèle et la satisfaction
Added 35 mins ago
TO
Associate, Building Services
Town of Caledon
Caledon, ON
- Full-time
Reporting directly to the Supervisor, Permits, this role is responsible for the delivery of the division’s front line customer service, operating as the primary contact for all internal and…
Added 35 mins ago
Personal Support Worker
Bayshore
Markham, ON
Observe and document client conditions according to company standards; report unusual events or changes in the client’s condition to the immediate Supervisor or to the Office
Added 35 mins ago
VC
Fitness Instructor, SMART Program - Part-time 0.4
VON Canada (Ontario)
North Bay, ON
- $18.25 to $19.39 CAD / hour
- Part-time
The Fitness Instructor is responsible for providing client-centered, evidence based, efficient care to individuals in their homes and community. The Fitness Instructor delivers exercises to…
Added 50 mins ago
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Visual & Events Advisor
Rennaï
Mont-Royal, QC
- Part-time
…memorable in‑store experience through exceptional beverage service and proactive client engagement but also with a creative eye, entrusted with overseeing the execution of captivating…
Added 50 mins ago
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Diagnostic Medical Sonographer, General Procedures - Chilliwack General Hospital
Fraser Health
Chilliwack, BC
- Part-time
Reporting to the Supervisor and Site Coordinator, the Diagnostic Medical Sonographer (General Procedures & Cardiac Sonography), practices in accordance with the standards of professional…
Added 1 hour ago
Registered Accounts Administrator
Odlum Brown
Vancouver, BC
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…
Added 1 hour ago
AL
Sample Receipt Technician
AGAT Laboratories
Calgary, AB
- Full-time
…to gain valuable experience and direction from the Logistics Supervisor and…
Added 1 hour ago
GO
Service Desk Analyst
Government of Nunavut Recruitment
Iqaluit, NU
- Full-time
Reporting to the Service Desk Supervisor, the Service Desk Analyst (Analyst) is a member of the Government of Nunavut’s (GN) Help Desk team that provides first-line technical support to GN…
Added 1 hour ago
Warehouse Worker III
Aramark
Toronto, ON
…responsibilities of the position may vary by location based on client requirements and business…
Added 1 hour ago
VC
Clinical Operations Supervisor (RPN/RN) - Long Term Care
Vancouver Coastal Health
Richmond, BC
- $52.39 to $66.65 CAD / hour
- Temporary
Come work as a Clinical Operations Supervisor with Vancouver Coastal Health (VCH) on the Extended Care Clinical Administration team at Minoru Residence in Richmond, BC. Apply now to join…
Added 1 hour ago
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Food Service Supervisor
Dexterra
Mississauga, ON
- From $25 CAD / hour
- Full-time
Under the general supervision of the Food Service Director, the Retail Supervisor is in charge of organizing, planning, preparing and/or directing the preparation of daily food service…
Added 2 hours ago
AL
Sample Receipt Technician - Seasonal
AGAT Laboratories
Calgary, AB
- Temporary
…to gain valuable experience and direction from the Logistics Supervisor and…
Added 2 hours ago
AL
Laboratory Technician A
AGAT Laboratories
Calgary, AB
- Full-time
…position is given direction from the Laboratory Manager and/or Lab Supervisor. The successful candidate is able to work independently on laboratory activities and is responsible for…
Added 2 hours ago
RU
Tax Manager - Private Company
RSM US LLP
Calgary, AB · Toronto, ON
- Full-time
RSM’s Private Client Services practice is looking for a dynamic Tax Manager to join our team. At RSM, our Private Client Services practice is rooted in strong relationships based on a deep…
Added 2 hours ago
RU
Tax Senior Manager - Private Company
RSM US LLP
Calgary, AB · Toronto, ON
- Full-time
RSM’s Private Client Services practice is looking for a dynamic Tax Senior Manager to join our team. At RSM, our Private Client Services practice is rooted in strong relationships based on…
Added 2 hours ago
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Market Development Manager
Desjardins
QC · Caisse Desjardins de la Chute-Montmorency-- île-d'Orléans
- Full-time
Implement and develop a competitive, profitable service offer for your sector that incorporates partnerships with other components in order to provide an exceptional member/client experience
Added 2 hours ago
GI
Heavy Duty Cleaner
GDI Integrated Facility Services
Toronto, ON
- Full-time
…our customer’s businesses. With almost a century of facility service experience, state of the art business practices, environmentally friendly processes and supplies and an established…
Added 2 hours ago
D
Sandwich Maker - Nunavut Camp Setting
Dexterra
Edmonton, AB
- Full-time
Providing excellent and consistent service for all guests using the KDR facilities
Added 3 hours ago
Instructor Therapist - Halton Autism Services
Woodview Mental Health and Autism Services
Burlington, ON
…adults, and their families, as well as with schools and social service agencies, to ensure families receive the support they need - when and where they need…
Added 3 hours ago
TG
Quality Inspector
TRIGO Global Quality Solutions
Woodstock, ON
- Other
Added 3 hours ago
PS
Ottawa Head Event Supervisor
Puppy Sphere
Ottawa, ON
- $20 CAD / hour
- Part-time
As we continue to grow in Ottawa, we're looking for a passionate and knowledgeable Head Supervisor to help lead our Ottawa Pack. If you are a highly organized, hardworking and creative…

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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