Investment Assistant (Req 140)

Job summary

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.

Job details

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 an Investment Assistant to join our award-winning firm in the Vancouver office. WHAT YOU’LL DO Working with Portfolio Managers Tannis Calder and Mary MacDonald on a four-person team, the ideal candidate is client-focused and detailed-oriented. 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 Portfolio Managers who support professional development and high standards, we would love to meet you. RESPONSIBILITIES Portfolio and Administrative Support Process wires, EFTs, contributions, withdrawals, and transfers transactions in a timely manner Facilitate account opening Prepare investment performance and quarterly reports Document transactions and client communications and ensure regulatory compliance Update and maintain investment model spreadsheets and portfolio rebalancing Attend internal research meetings and keep abreast of markets Client Support and Relationship Management Collaborate with the Portfolio Managers and client service teams to deliver a seamless client experience and contribute to internal improvements Respond to client calls and emails, resolve inquiries regarding account activity and performance, and escalate issues as needed Maintain accurate client records and ensure compliance with KYC/AML regulations Execute mutual fund, equity and fixed income trades Schedule and prepare materials for client meetings, including portfolio reviews and investment proposals Marketing and Social Media Support the creation and distribution of various client and prospect communication pieces Coordinate client and prospect events 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 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 Minimum 3 years of client-facing experience within the investment industry Registered with CIRO as an Investment Representative in good standing and in pursuit of a Registered Representative registration Intermediate knowledge of Microsoft 365 (Word, Excel and Outlook) Intermediate knowledge of Salesforce Knowledge of Broadridge’s Dataphile is an asset Strong verbal and written communication skills to create clear, engaging, and professional content Articulate, tactful and confident interacting with clients Exceptional attention to detail and skilled at working efficiently and accurately Team player with a proven record of building trusting and productive relationships Strong analytical and organizational skills, with the ability to manage multiple priorities Self-motivated, 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 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 expected salary and commission range for this role is $70,000 – $80,000 per year, plus eligibility for a performance-based bonus. Our team is growing, and we have room for one more talented professional. If this opportunity aligns with your experience and career goals, we invite you to submit your cover letter and resume by October 9, 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.

What you’ll do

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.

Requirements

Candidates must have at least 3 years of client-facing experience in the investment industry and be registered with CIRO as an Investment Representative. Proficiency in Microsoft 365 and Salesforce is required, along with strong analytical and communication skills.

Benefits

• Performance-based bonus • Mentorship programs • Professional development

Listed skills

• Customer service · Preferred
• Regulatory Compliance · Preferred
• Financial Reporting · Preferred
• Microsoft 365 · Preferred
• Attention to detail · Preferred
• Communication Skills · Preferred
• Salesforce · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client service
• Investment industry knowledge
• Regulatory compliance
• KYC/AML regulations
• Portfolio support
• Trade execution
• Microsoft 365
• Salesforce
• Dataphile
• Analytical skills
• Communication skills
• Attention to detail
• Relationship management
• Financial reporting
• Transaction processing
• Product Knowledge
• Administrative Support
• Tactfulness
• Know Your Customer
• Portfolio Analysis
• Relationship Management
• Accountability
• Organizational Skills
• Sales Prospecting
• Digital Literacy
• Ethical Standards And Conduct
• Self-Motivation
• Microsoft Excel
• Research
• Investments
• Spreadsheets
• Customer Service
• Communication
• Regulatory Compliance
• Equities
• Fixed Income
• Leadership
• Marketing
• Investment Performance
• Mentorship
• Microsoft Outlook
• Mutual Funds
• Portfolio Management
• Portfolio Optimization
• Registered Representative (Securities)
• Relationship Building
• Anti Money Laundering
• Coordinating
• Prioritization
• Customer Inquiries

Job areas

• Finance & Accounting
• Administrative
• Customer Service & Support
• Marketing
• Investment Assistant
• Investment / Portfolio Analyst
• Financial Analysts
• Financial and Investment Analysts