Odlum Brown Limited, 1500 - 1631 Dickson Avenue, Kelowna, British Columbia, CanadaJob DescriptionWHO 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.THE OPPORTUNITYWe have an opportunity for an Investment Assistant to join our award-winning firm in the Kelowna office.WHAT YOU’LL DOThe Kelowna team comprises of over fourteen Portfolio Managers and Investment Advisors, and you will be responsible for providing administrative support to the branch. The ideal candidate has a strong client service orientation and takes pride in their work. They have a proven history of building relationships with clients and are proactive and engaged.This role requires the successful candidate to work onsite in the office five days per week.RESPONSIBILITIESPortfolio and Administrative SupportProcess transactions such as wires, EFTs, contributions, withdrawals, and transfers in a timely mannerPrepare investment performance reports and quarterly reportsDocument transactions and client communications and ensure regulatory complianceClient Support and Relationship ManagementCollaborate with Portfolio Managers, Investment Advisors and client service teams to deliver seamless client experience and contribute to internal improvementsRespond to client calls and emails, resolve inquiries regarding account activity and performance, maintain documentation, and elevate issues as neededMaintain accurate client records and ensure compliance with KYC/AML regulationsExecute mutual funds, equity and fixed income tradesSchedule and prepare materials for client meetings, including portfolio reviews and investment proposalsCOMPETENCIESAssessment and analysis of quantitative and qualitative data,



information, or situations to understand the most key details, identify patterns or meaning, and translate it into useful recommendations, decisions, or actionsCoordination: prioritize, organize, and manage information, people, assets, resources, messages, tasks and/or activities to achieve a goal within timelinesCustomer Service: determine needs, capture relevant information, apply internal policy or regulation, and elevate and prioritize the requests of customers to answer inquiries, fulfill transactions, or resolve issuesDigital 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 secure and responsible in digital environmentsInvestment and Portfolio Management: develop, implement, and monitor investment strategies to grow assets, manage risk, and achieve financial goals, while providing informed guidance and support to clients or stakeholdersProduct Knowledge: maintain and deepen knowledge of company products, services and/or applications to align features, benefits, and uses to client or stakeholder needsRegulatory Knowledge: understand and apply relevant laws, regulations, and standards to meet legal and ethical requirements and reduce risk for clients and the organizationKNOWLEDGE AND EXPERIENCEMeet CIRO’s educational and experience requirements to meet the qualifications necessary to be approved as an Investment RepresentativeUndergraduate degree in business,



finance or engineeringExceptional verbal and written communication skillsArticulate, tactful and confident interacting with clientsExceptional attention to detail and skilled at working efficiently and accuratelyA team player with a track record of building trust and productive relationships with colleagues and clientsStrong analytical and organizational skills, with the ability to manage multiple prioritiesDisciplined, driven and operates with a high level of accountabilityIntermediate knowledge of Microsoft 365 (Word, Excel and Outlook)Knowledge of Broadridge’s Dataphile and/or Salesforce is an assetWHAT 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; and a variety of professional development opportunities to expand your career. This role has a starting salary and commission range of $50,000 - $65,000/year, plus the potential for bonuses.Our team is growing, and we have 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 by May 8, 2026.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 are committed to creating an inclusive, accessible workplace where all team members feel valued and supported. If you require accommodation during the recruitment process, please email us at [email protected].#J-18808-Ljbffr

📌 Investment Assistant (Req 89) - C$50,000 - C$65,000 A Year (Winnipeg)
🏢 Odlum Brown
📍 Winnipeg