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.

We are honoured to be nationally recognized as one of Canada’s Best Managed Companies and one of Canada’s

Most AdmiredTM Corporate Cultures, and to share the achievement of a century in business with our valued team

members, clients and communities.

CULTURE AND VALUES
Guided by a set of timeless core values – Clients First, People, Accountability, Independence, Integrity and

Community – we are very proud of the vibrant, ever-evolving culture that we have built over the years. These values

are the cornerstone of our culture and the principles that provide a compass for our actions and unify us as a team.

PEOPLE
We have skiers, mountain bikers, hockey players, runners, volleyball players, movie buffs, bookworms, animal lovers,

musicians, yogis, world travelers – all with diverse backgrounds and experiences to share from around the globe. You

will work with really interesting people and make great friends, too.

COMMUNITY
We are serious about supporting the communities where we live and work. A recipient of a Canada’s Volunteer

Award from the Government of Canada, we are committed in heart and mind to everything we do in the community,

and we work hard to inspire passion and fun while doing it.

PROFESSIONAL DEVELOPMENT
Continuous learning matters. We are committed to providing career-long support for learning and growth.

THE OPPORTUNITY

We have an opportunity for an Investment Assistant to join our award-winning firm in the Vancouver office.

WHAT YOU’LL DO
Working with Vi Tang (Portfolio Manager), the ideal candidate is client-focused, detailed-oriented, and thrives in a

fast-paced environment. You take ownership of your responsibilities, adapt to changing priorities, and contribute to a

culture that values client service, teamwork, and continuous growth. We are passionate about building long-term

relationships with clients and guiding them through all stages of life with personalized investment advice.

If you are looking for a long-term opportunity with a Portfolio Manager that supports professional development and

high standards, we would love to meet you.

RESPONSIBILITIES

Client Support and Relationship Management

• Schedule and prepare materials for client meetings, including portfolio reviews and investment proposals

• Respond to client calls and emails, resolve inquiries regarding account activity, performance, and

documentation, and escalating issues as needed

Suite 1100 – 250 Howe Street | Vancouver, BC V6C 3S9

Main 604 669 1600 | Toll Free 1 888 886 3586 | Fax 604 681 8310

VANCOUVER KELOWNA VICTORIA CHILLIWACK COURTENAY LANGLEY Member-Canadian Investor Protection Fund

ODLUMBROWN.COM

• Take notes during client interactions and assist with follow-up and documentation

• Maintain accurate client records and ensure compliance with KYC/AML regulations

• Execute mutual fund, equity, and fixed income trades

Portfolio and Administrative Support

• Prepare investment performance reports and quarterly reports

• Handle account openings, transfers, and maintenance requests with custodians and platforms

• Process transactions such as wires, EFTs, contributions, withdrawals, and transfers on time

• Document accurate documentation of transactions and client communications and ensure regulatory

compliance

Research, Tools and Collaboration

• Support the creation of market commentary, investment insights, and client-facing materials

• Use Morningstar, Salesforce and Dataphile applications to manage data and track investments

• Collaborate with the portfolio manager and client service teams to deliver a seamless client experience and

contribute to internal improvements

COMPETENCIES

• Analysis – Able to analyze both qualitative and quantitative data to identify key themes, insights or issues or

support decision making; critically evaluate information, separating relevant details from noise; and provide

input into decisions by interpreting information in context

• Coordination – Able to coordinate complex activities, aligning people, resources, and timelines to achieve

goals efficiently; manage competing priorities, ensuring clarity, accountability, and timely completion of

tasks; and proactively identify and resolve barriers that impact coordination or goal achievement

• Customer Service – Able to manage diverse and complex customer needs, ensuring accurate, timely, and

policy-compliant resolutions; identify underlying customer concerns and recommend proactive solutions or

improvements; and balance multiple customer priorities, maintaining high levels of satisfaction and efficiency

• Digital Literacy – Able to adapt and apply advanced digital tools and systems to improve efficiency and

effectiveness; integrate and analyze information from diverse digital sources for decision-making; and model

safe and responsible digital practices in day-to-day work

• Investment and Portfolio Management – Able to assist with basic investment tasks, research and support;

support the proactive and effective management of client accounts and communication with clients; and

demonstrate awareness of fundamental investment principles and risk factors.

• Product Knowledge – Able to independently maintain in-depth knowledge of key products, applications or

services; address client or customer inquiries effectively with relevant details about products, services, tools

or applications; and identify potential product or service improvements.

• Regulatory Knowledge – Able to independently ensure compliance with standard laws and regulations in

daily work; provide guidance to others on basic compliance issues; and stay informed about updates to

relevant regulatory requirements

KNOWLEDGE AND EXPERIENCE

• Minimum of 2 to 3 years of administrative experience in a professional setting

• Experience within the securities and/or brokerage industry is an asset

• Completion or enrollment of the Canadian Securities Course and the Conduct and Practices Handbook Course

to meet the qualifications necessary to be approved as an Investment Representative

• Intermediate knowledge of Microsoft 365 (Word, Excel and Outlook)

• Knowledge of Broadridge’s Dataphile and/or Salesforce is an asset

Suite 1100 – 250 Howe Street | Vancouver, BC V6C 3S9

M ain 604 669 1600 | Toll Free 1 888 886 3586 | Fax 604 681 8310

VANCOUVER KELOWNA VICTORIA CHILLIWACK COURTENAY LANGLEY Member-Canadian Investor Protection Fund

ODLUMBROWN.COM

• Exceptional verbal and written communication skills

• Articulate, tactful and confident interacting with clients

• Exceptional attention to detail and skilled at working efficiently and accurately

• A team player with a proven record of building trusting and productive relationships

• Strong analytical and organizational skills, with the ability to manage multiple priorities

• 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 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; and a variety of

professional development opportunities to expand your career. This role has an expected salary and commission

range of $53,000 – $60,000/year, 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 (quoting job requisition 1000-7) to careers@odlumbrown.com by June 27, 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.