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 BCs most respected investment firms.We are honoured to be nationally recognized as one of Canadas Best Managed Companies and one of Canadas 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 Canadas 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 Associate to join our award-winning firm in our Vancouver office.WHAT YOULL DOYou will work with an established team of five professionals with complementary experience who focus on integrating investment management and financial planning to help grow and protect their clients wealth. They work with families, corporations, and foundations to ensure that each client receives the highest level of service, and they offer customized portfolios under a responsible investment mandate.RESPONSIBILITIESMarketing/Business DevelopmentHelp build and execute business plans, client segmentation, and client service plansSupport the team with marketing material, website updates and team newsletter distribution Identify opportunities among the existing client base for asset consolidation and referralsHelp manage a pipeline of prospects/leads; work with the advisors to close new opportunitiesDeepen existing relationships with Centers of Influence (COIs) through ongoing engagementDevelop strong internal/external networks for potential referral sourcesAnalysisConduct research on markets and investments; provide regular updates to the teamUpdate investment model spreadsheetsSupport the team with trading and portfolio rebalancing Utilize YCharts tool for prospective client portfolios and benchmark portfolio performanceUpdate slide decks for client meetings/presentationsAssist with quarterly reviewsFinancial Planning SupportSupport clients through the wealth management process by gathering relevant information, documents, and questionnaires, coordinate activities with appropriate financial planning contacts and ensure follow-up on tasksLiaise with clients accountants for year-end tax filingIdentify opportunities for clients to minimize taxes via appropriate strategiesMaintain up to date records of clients net-worth and cash flow statementsAdministrationLiaise with internal departments for timely client supportRespond to client inquiries in a timely mannerAssist with new client onboardingEnsure client files and documentation are accurate and up to dateCOMPETENCIESAdvising & Coaching Able to assess stakeholder needs and provide tailored advice for resolving standard challenges, recommend practical solutions based on experience and existing knowledge and foster trust by maintaining open communication and ensuring stakeholder concerns are addressedBusiness Development Able to independently qualify leads and assess their alignment with target markets or customer segments, build relationships with prospective clients and effectively communicate value propositions and contribute to proposals and pitches that address client needs and support revenue growthCustomer Relationship Management Able to effectively manage and nurture a portfolio of client relationships, ensuring long-term satisfaction and retention, leverage CRM tools to analyze client data and deliver tailored, consistent service and identify trends and insights to anticipate client needs and drive relationship growthFinancial Planning Able to generate standardized financial plans that address client needs and objectives, identify and recommend financial products to meet specific needs and explain planning recommendations to clients clearly and effectivelyInvestment & Portfolio Management Able to support or manage simple investment accounts and/or portfolios with occasional guidance for more complex transactions, effectively analyze and report on portfolio performance and understand opportunities to optimize investment strategies and form simple recommendationsRegulatory Knowledge Able to interpret and apply complex regulations to organizational processes and practices, act as compliance lead for specific domains, projects or teams and recommend actions to mitigate regulatory or legal risk, evaluate and improve internal processes and practices to ensure ongoing legal and ethical complianceRisk Assessment Able to independently assess and address standard risks, recommend, and implement basic risk mitigation strategies, identify actions or events that conflict with the intent of professional standard, risk or regulatory frameworksKNOWLEDGE AND EXPERIENCEMinimum of 3 years of client-facing experience within the investment industryRegistered with CIRO as a Registered Representative in good standingPursuing or in possession of CFA, CPA or CFPIntermediate to advanced knowledge of Microsoft 365Knowledge of Broadridges Dataphile and/or Salesforce is an assetStrong verbal and written communication and presentation skillsA team player with a clear vision of what is required to be part of a high-performing teamStrong analytical and organizational skills, with the ability to manage multiple prioritiesDetail oriented, delivering high quality workDisciplined, 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 others 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 $75,000 - $85,000/year, plus the potential for bonuses.Our team is growing, and weve got room for one more if youre interested. If this sounds like the environment youd 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 April 30, 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 whats needed to be successful in this role.
Job Title
Investment Associate