WHO WE AREAnchored 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 VALUESGuided 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.PEOPLEWe 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.COMMUNITYWe 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 DEVELOPMENTContinuous learning matters. We are committed to providing career-long support for learning and growth.THE OPPORTUNITYWe have an opportunity for an Investment Assistant to join our award-winning firm and highly successful, six-person team in our Vancouver office. WHAT YOU’LL DOThe team is comprised of two experienced Portfolio Managers, a Financial Planner, a Portfolio Analyst and two Investment Assistants. They focus on conservative, long-term investing, under a discretionary managed-account format, with over $1 billion in assets under management.The ideal candidate is a people person who takes pride in helping clients navigate the complexities of documenting accounts, moving funds, working through estates and other life changes. They should have a proven history of forming bonds with clients and be seen as proactive and engaged.RESPONSIBILITIESCoordinate client account documentation and follow through to account openingExecute mutual fund, equity and fixed income tradesInitiate and track account transfersProvide daily, weekly and monthly reportingPrepare materials and coordinate logistics for client meetingsAssist with client outreach including email, correspondence and telephone communicationVarious aspects of general administrationAssist with some aspects of the financial planning processKNOWLEDGE AND EXPERIENCEAdministrative experience within the securities and/or brokerage industry is an assetCompletion of the Canadian Securities Course and the Conduct and Practices Handbook Course to meet the qualifications will be necessary to be approved as an Investment RepresentativeIntermediate knowledge of Microsoft 365Knowledge of Broadridge’s Dataphile and/or Salesforce is an assetExceptional verbal and written communication skillsArticulate, tactful and confident interacting with clientsExceptional attention to detail and skilled at working efficiently and accurately A team player with a track record of building trusting and productive relationships with colleagues and clients Strong analytical and organizational skills, with the ability to manage multiple prioritiesDisciplined, driven and operates with a high level of accountabilityWHAT WE OFFERA 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 $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 to by January 13, 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.
Job Title
Investment Assistant