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 a Team Lead, New Accounts to join our award-winning firm in the Vancouver office. WHAT YOU’LL DO As a Team Lead, you and the team will be responsible for processing high volumes of client account information to ensure new and existing account applications are complete and accurate in a timely fashion. Reporting to the Supervisor, New Accounts and Document Management, the ideal candidate is committed to client service excellence, detail-oriented and driven to provide exemplary support to advisory groups in a fast-paced environment. This role requires a critical thinker and skillful decision maker, who can quickly adapt in a continuously changing regulatory environment. RESPONSIBILITIES Review and process client account applications, in accordance with business rules and regulations related to compliance, tax, trust and estates Maintain up-to-date knowledge of fee structure models to administer account fees Ensure standard operating procedures are followed and service level agreements are met in a fast-paced, service-driven environment Deliver client service excellence by responding to inquiries professionally, efficiently, accurately and in a timely manner Provide advisors and their teams with expert advice and best practices related to the account opening process Partner with advisory teams, Compliance, Registered Plans, Corporate Actions and Tax, as well as Trust and Estate departments to remain current on new developments, anticipate impact to existing processes and execute changes as required Communicate department initiatives, changes and updates to designated portfolio group Identify opportunities to streamline processes for operational efficiencies and collaborate with team members to document new and existing processes Engage in continuous learning and development to increase knowledge as a subject matter expert Participate in cross-functional department reporting, audit and review projects 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 Operational Policy and Procedures – Apply knowledge of the firm’s procedures and processes to execute work to a high standard of consistency, efficiency, compliance, and safety Project Management – Plan, coordinate, execute, and oversee projects, balancing time, resources, and scope to achieve objectives, support stakeholders, and meet deadlines Regulatory Knowledge – Understand and apply relevant laws, regulations, and standards to meet legal and ethical requirements and reduce risk for clients and the organization Systems and Application Proficiency – Use, maintain, manage, or improve specific systems or applications in our role to work effectively and efficiently KNOWLEDGE AND EXPERIENCE Minimum of 2 to 3 years of financial industry experience or similar function Minimum of two years people management and experience leading teams Ability to work efficiently and accurately in a fast-paced dynamic environment, with a sharp eye for detail Excellent organizational skills, able to prioritize important and time-sensitive tasks Self-starter and continuous learner with the capacity to work independently, along with flexibility and willingness to assist others Critical thinker and skillful decision maker, adaptable in a changing regulatory environment Strong communication and presentation skills Expertise in advising a portfolio of internal clients and committed to delivering service excellence. Proficiency in Microsoft 365 (Word, Excel and Outlook) Experience in compliance, corporate actions, tax, trust and estates preferred Experience with Broadridge’s Dataphile, PureFees or similar bookkeeping system would be an asset 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 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 of $60,000 – $65,000/year, plus the potential for bonuses. At over 100 years young, 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 careers@odlumbrown.com by July 11, 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.
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 a Team Lead, New Accounts to join our award-winning firm in the Vancouver office. WHAT YOU’LL DO As a Team Lead, you and the team will be responsible for processing high volumes of client account information to ensure new and existing account applications are complete and accurate in a timely fashion. Reporting to the Supervisor, New Accounts and Document Management, the ideal candidate is committed to client service excellence, detail-oriented and driven to provide exemplary support to advisory groups in a fast-paced environment. This role requires a critical thinker and skillful decision maker, who can quickly adapt in a continuously changing regulatory environment. RESPONSIBILITIES Review and process client account applications, in accordance with business rules and regulations related to compliance, tax, trust and estates Maintain up-to-date knowledge of fee structure models to administer account fees Ensure standard operating procedures are followed and service level agreements are met in a fast-paced, service-driven environment Deliver client service excellence by responding to inquiries professionally, efficiently, accurately and in a timely manner Provide advisors and their teams with expert advice and best practices related to the account opening process Partner with advisory teams, Compliance, Registered Plans, Corporate Actions and Tax, as well as Trust and Estate departments to remain current on new developments, anticipate impact to existing processes and execute changes as required Communicate department initiatives, changes and updates to designated portfolio group Identify opportunities to streamline processes for operational efficiencies and collaborate with team members to document new and existing processes Engage in continuous learning and development to increase knowledge as a subject matter expert Participate in cross-functional department reporting, audit and review projects 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 Operational Policy and Procedures – Apply knowledge of the firm’s procedures and processes to execute work to a high standard of consistency, efficiency, compliance, and safety Project Management – Plan, coordinate, execute, and oversee projects, balancing time, resources, and scope to achieve objectives, support stakeholders, and meet deadlines Regulatory Knowledge – Understand and apply relevant laws, regulations, and standards to meet legal and ethical requirements and reduce risk for clients and the organization Systems and Application Proficiency – Use, maintain, manage, or improve specific systems or applications in our role to work effectively and efficiently KNOWLEDGE AND EXPERIENCE Minimum of 2 to 3 years of financial industry experience or similar function Minimum of two years people management and experience leading teams Ability to work efficiently and accurately in a fast-paced dynamic environment, with a sharp eye for detail Excellent organizational skills, able to prioritize important and time-sensitive tasks Self-starter and continuous learner with the capacity to work independently, along with flexibility and willingness to assist others Critical thinker and skillful decision maker, adaptable in a changing regulatory environment Strong communication and presentation skills Expertise in advising a portfolio of internal clients and committed to delivering service excellence. Proficiency in Microsoft 365 (Word, Excel and Outlook) Experience in compliance, corporate actions, tax, trust and estates preferred Experience with Broadridge’s Dataphile, PureFees or similar bookkeeping system would be an asset 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 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 of $60,000 – $65,000/year, plus the potential for bonuses. At over 100 years young, 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 careers@odlumbrown.com by July 11, 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.
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 a Supervisor, Tax Reporting to join our award-winning firm in the Vancouver office. We are seeking a hands-on subject-matter expert with strong knowledge of tax reporting and client account processing. Reporting to the Manager, Client Services the ideal candidate is committed to client service excellence, analytical, process-driven, and seasoned at juggling competing priorities. This role requires a critical thinker and skillful decision maker, who can quickly adapt in a continuously changing regulatory environment. RESPONSIBILITIES People Leadership: Provide expert advice in processes and best practices related to tax reporting to team members, Advisors and their advisory support teams Conduct formal performance review activities; coach for performance all year long Support continuous learning and development of team members Leverage the talent management program to identify and mentor emerging leaders for succession planning initiatives Recruit internal and external candidates using best-in-class recruitment practices that align with the firm’s core values Process Management: Ensure deadlines are met with tax remittances to CRA and IRS and perform tax preparation during tax season Conduct reconciliations and ensure accuracy of tax reporting on income, reorganizations and manual adjustments Investigate discrepancies from reconciliations and make necessary adjustments accordingly Deliver client service excellence by responding to inquiries accurately and timely and serve as the first point of contact for escalation of any urgent issues Partner with Compliance, New Accounts and Financial Services departments to remain current on new developments in tax reporting, anticipate impact to existing processes and execute changes as required Review and audit client account applications and information, in accordance with rules and regulations related to QI, FATCA and CRS Ensure standard operating procedures are followed and service-level agreements are met in a fast-paced, service-driven environment Identify opportunities to streamline processes for operational efficiencies and collaborate with team members to document new and existing processes Participate in cross-functional department reporting, audit and review projects Maintain up-to-date knowledge of taxation industry by participating in relevant meetings and seminars Engage in ongoing learning and professional development to increase knowledge as a subject-matter expert COMPETENCIES Developing Talent – Able to assess team member potential, providing constructive feedback, support, coach and mentor team members to develop their abilities, offer feedback to enhance their growth and empower team members to take ownership of their development and work Influencing and Inspiring – Able to influence and inspire in simple situations, using basic communication skills to express ideas and get things done, apply fundamental understanding of logical and emotional motivators to connect with others and build consensus and convey a spirit of positivity about the future Managing Risk – Able to assess business risks with occasional guidance, proactively escalate concerns to reduce risk clients, assets, reputation, information or team members in straightforward situations and apply basic risk management practices to ensure protection of interests and mitigate negative outcomes Domain Expertise – Able to provide advice and solutions to other team members using business domain knowledge, anticipate and address business domain-specific challenges effectively for the organization and ensure alignment with evolving regulatory requirements and best practices in business domain KNOWLEDGE AND EXPERIENCE Minimum 3 years of investment industry experience in Client Services, with extensive knowledge of tax reporting processes Self-starter and continuous learner with the capacity to work independently, along with flexibility and willingness to assist others Critical thinker and skillful decision maker, adaptable in a changing regulatory environment Excellent organizational skills, able to prioritize important and time-sensitive tasks Ability to work efficiently and accurately in a fast-paced, dynamic environment, with a sharp eye for detail Strong verbal and written communication and presentation skills Experience with the Broadridge Dataphile platform or similar bookkeeping system Proficiency in Word and Outlook and intermediate proficiency with Excel (e.g. ability to manipulate large data sets using nested formulas, pivot tables and macros) This role does not require a CPA designation 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 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 of $70,000 - $80,000 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 careers@odlumbrown.com by July 11, 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.
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 a Supervisor, Tax Reporting to join our award-winning firm in the Vancouver office. We are seeking a hands-on subject-matter expert with strong knowledge of tax reporting and client account processing. Reporting to the Manager, Client Services the ideal candidate is committed to client service excellence, analytical, process-driven, and seasoned at juggling competing priorities. This role requires a critical thinker and skillful decision maker, who can quickly adapt in a continuously changing regulatory environment. RESPONSIBILITIES People Leadership: Provide expert advice in processes and best practices related to tax reporting to team members, Advisors and their advisory support teams Conduct formal performance review activities; coach for performance all year long Support continuous learning and development of team members Leverage the talent management program to identify and mentor emerging leaders for succession planning initiatives Recruit internal and external candidates using best-in-class recruitment practices that align with the firm’s core values Process Management: Ensure deadlines are met with tax remittances to CRA and IRS and perform tax preparation during tax season Conduct reconciliations and ensure accuracy of tax reporting on income, reorganizations and manual adjustments Investigate discrepancies from reconciliations and make necessary adjustments accordingly Deliver client service excellence by responding to inquiries accurately and timely and serve as the first point of contact for escalation of any urgent issues Partner with Compliance, New Accounts and Financial Services departments to remain current on new developments in tax reporting, anticipate impact to existing processes and execute changes as required Review and audit client account applications and information, in accordance with rules and regulations related to QI, FATCA and CRS Ensure standard operating procedures are followed and service-level agreements are met in a fast-paced, service-driven environment Identify opportunities to streamline processes for operational efficiencies and collaborate with team members to document new and existing processes Participate in cross-functional department reporting, audit and review projects Maintain up-to-date knowledge of taxation industry by participating in relevant meetings and seminars Engage in ongoing learning and professional development to increase knowledge as a subject-matter expert COMPETENCIES Developing Talent – Able to assess team member potential, providing constructive feedback, support, coach and mentor team members to develop their abilities, offer feedback to enhance their growth and empower team members to take ownership of their development and work Influencing and Inspiring – Able to influence and inspire in simple situations, using basic communication skills to express ideas and get things done, apply fundamental understanding of logical and emotional motivators to connect with others and build consensus and convey a spirit of positivity about the future Managing Risk – Able to assess business risks with occasional guidance, proactively escalate concerns to reduce risk clients, assets, reputation, information or team members in straightforward situations and apply basic risk management practices to ensure protection of interests and mitigate negative outcomes Domain Expertise – Able to provide advice and solutions to other team members using business domain knowledge, anticipate and address business domain-specific challenges effectively for the organization and ensure alignment with evolving regulatory requirements and best practices in business domain KNOWLEDGE AND EXPERIENCE Minimum 3 years of investment industry experience in Client Services, with extensive knowledge of tax reporting processes Self-starter and continuous learner with the capacity to work independently, along with flexibility and willingness to assist others Critical thinker and skillful decision maker, adaptable in a changing regulatory environment Excellent organizational skills, able to prioritize important and time-sensitive tasks Ability to work efficiently and accurately in a fast-paced, dynamic environment, with a sharp eye for detail Strong verbal and written communication and presentation skills Experience with the Broadridge Dataphile platform or similar bookkeeping system Proficiency in Word and Outlook and intermediate proficiency with Excel (e.g. ability to manipulate large data sets using nested formulas, pivot tables and macros) This role does not require a CPA designation 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 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 of $70,000 - $80,000 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 careers@odlumbrown.com by July 11, 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.
Investment Assistant – Vancouver (Job Requisition 1000-7) 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 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 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.
Investment Assistant – Vancouver (Job Requisition 1000-7) 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 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 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.
