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 highly motivated and driven individual to join our award winning firm as an Investment Assistant, where you’ll be working in a highly successful, fast paced, eight-person team lead by Christina Anthony in our Vancouver office. What You’ll Do You will be (or will become) an Investment Assistant and provide support to the team, while you enhance your learning of the business inside and out, with an opportunity for growth within the role. You will also support the Executive Assistant and Investment Advisor. The ideal candidate has strong multi-tasking skills, natural client service orientation and takes pride in their work. They can quickly pivot between tasks and think proactively. You will gain unmatched experience in the finance industry, while working with a fun team.

The team has a full-service model tailored to high-net-worth individuals and families. Always putting clients first and looking for opportunities to go the extra mile, the team members enjoy working together while learning from and supporting each other. The ideal candidate has a similar client-first philosophy and works well in a very fast paced, team environment.

Responsibilities

• Manage daily client requests including coordination and task management
• Assist with client outreach including email, correspondence, and telephone communication
• Submit documents through DocuSign for withdrawals from accounts (RRSP, TFSA)
• Send Letter of Authorization and coordinate fund transfers for third party transfers
• Complete and coordinate wire transfer forms
• Initiate and track account transfers
• Provide daily, weekly, and monthly reporting
• Prepare materials for client meetings
• Various aspects of general administration
• Manage a variety of day-to-day operational and administrative responsibilities, including contributing to special projects

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
• Investment and 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
• 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

• Post-secondary education and previous administrative assistant experience or investment assistant experience is an asset
• Client-facing experience within the investment industry is an asset
• Exceptional verbal and written communication skills
• Articulate, tactful and confident interacting with clients
• Exceptional attention to detail and skilled at working efficiently and accurately
• Diplomacy and professionalism in handling confidential material and correspondence
• A team player with a proven track record of building trusting and productive relationships with colleagues and clients alike
• Strong analytical and organizational skills, with the ability to manage multiple priorities
• Disciplined, driven and operates with a high level of autonomy
• Intermediate knowledge of Microsoft 365
• Knowledge of Broadridge’s Dataphile and/or Salesforce is an asset
• Pursuing or completion of the Canadian Securities Course and the Conduct and Practices Handbook Course to meet the qualifications necessary to be approved as an Investment Representative

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 encourage and appreciate each other’s contributions. We believe in rewarding team members and do this by providing a competitive total rewards package that is fair and equitable; mentorship programs; flexible work options; and a variety of professional development opportunities to expand your career. This role has an expected salary and commission range of $47,000 – $60,000/year, or greater depending on experience, plus the potential for bonuses.

Our team is growing, and we’ve got room for one more if you’re interested. If this sounds like the environment you’d like to work in and you have the credentials and experience for this role, we invite you to submit a cover letter and resume by September 4, 2025 . Candidates must be legally eligible to work in Canada. Full disclosure of any restrictions must be disclosed at the time of expressing interest and supporting evidence provided prior to any potential offer of employment.

We appreciate your interest and thank you for taking the time to consider this opportunity. We will be in touch with individuals whose profiles most closely match what’s needed to be successful in this role.