Job 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 Vancouver office.WHAT YOU’LL DOWorking with up to three Investment Advisors, we are looking for an experienced Investment Representative with the Canadian Investment Regulatory Organization (CIRO). The ideal candidate is client-focused, detailed-oriented, takes ownership, adapts to changing priorities, and contributes 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 that supports career development and cultivates high standards, we would love to meet you.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 and quarterly reportsDocument transactions and client communications and ensure regulatory complianceClient Support and Relationship ManagementCollaborate with the Investment Advisors, Portfolio Manager and client service teams to deliver a seamless client experience and contribute to internal improvementsRespond to client calls and emails, resolve inquiries regarding account activity and performance,



and elevate issues as neededMaintain accurate client records and ensure compliance with KYC/AML regulationsExecute mutual fund, equity and fixed income tradesSchedule and prepare materials for client meetings, including portfolio reviews and investment proposalsMarketing and Social MediaPost to LinkedIn and other social media platformsSupport the creation and distribution of various client and prospect communication piecesCoordinate client and prospect eventsCOMPETENCIESAnalysis – 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 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 safe 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 in order 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 EXPERIENCEMinimum 3 years of client-facing experience within the investment industryRegistered with CIRO as an Investment Representative in good standingIntermediate knowledge of Microsoft 365 (Word, Excel and Outlook)Knowledge of Broadridge’s Dataphile and/or Salesforce is an assetStrong verbal and written communication skills to create clear, engaging, and professional contentArticulate, tactful and confident interacting with clientsExceptional attention to detail and skilled at working efficiently and accuratelyTeam player with a proven record of building trusting and productive relationshipsStrong analytical and organizational skills, with the ability to manage multiple prioritiesDisciplined, driven and operates with a high level of accountabilitySocial media experience 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 values everyone’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 $65,000- $75,000 per year, plus eligibility for a performance-based bonus.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.#J-18808-Ljbffr

📌 Investment Assistant (Req 99) - C$65,000 - C$75,000 A Year (Winnipeg)
🏢 Odlum Brown
📍 Winnipeg