Odlum Brown Limited is a century-old, independent investment firm dedicated to client-focused financial planning and community support, managing over $20 billion in client assets.
Vancouver, BC
For over 100 years, independent Canadian investment firm Odlum Brown has been helping clients achieve their financial goals. By gaining a deep understanding of what wealth means to each client, Odlum Brown advisors make a difference for clients through disciplined investment advice integrated with the firm’s financial planning expertise. Odlum Brown also invests in the communities where its clients and team members live and work through its passionate support of over 150 organizations across Canada. In addition, the firm has earned prestigious national recognition as one of Canada’s Best Managed Companies since 1999 and one of Canada’s Most Admired Corporate Cultures since 2017. With six locations, 400 team members and over $25 billion in client assets under management, Odlum Brown’s growth and longevity are a testament to the firm’s strong commitment to its core values, common purpose and client-focused approach.
On-site · Vancouver
The Investment Assistant will provide administrative and portfolio support, including processing transactions and maintaining accurate client records. They will also facilitate client onboarding and manage communications to ensure a seamless wealth management experience.
On-site · Vancouver
The Investment Assistant provides comprehensive portfolio and administrative support, including transaction processing, account management, and regulatory compliance. They also collaborate with portfolio managers to deliver seamless client service and assist with marketing and event coordination.
On-site · Vancouver
The Investment Assistant provides dedicated support for discretionary portfolio management services, including processing transactions and facilitating client onboarding. They also maintain accurate client records, ensure regulatory compliance, and assist with portfolio rebalancing and trading activities.
On-site · Vancouver
Students will contribute to meaningful projects and business initiatives across various departments including Wealth Management and Finance. They will also receive coaching and mentorship while applying academic knowledge to practical work tasks.
On-site · Vancouver
The Fee Administrator is responsible for setting up fee-based accounts, processing banking details, and reconciling fees in accordance with firm models. They must ensure all operational procedures and service level agreements are met while providing high-quality support to internal advisory groups.
