Job DescriptionPosted Friday, August 28, 2026 at 10:00 AM | Expires Saturday, September 12, 2026 at 9:59 AMWHO 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 Portfolio Managers Tannis Calder and Mary MacDonald on a four-person team, the ideal candidate is client-focused and detailed-oriented. 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 Portfolio Managers who support career development and high standards, we would love to meet you.RESPONSIBILITIESPortfolio and Administrative SupportProcess wires, EFTs, contributions, withdrawals, and transfers transactions in a timely mannerPrepare investment performance and quarterly reportsDocument transactions and client communications and ensure regulatory complianceUpdate and maintain investment model spreadsheets and portfolio rebalancingAttend internal research meetings and keep abreast of marketsClient Support and Relationship ManagementCollaborate with the Portfolio Managers 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 MediaSupport 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 significant 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 environmentsProduct 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 standing and in pursuit of a Registered Representative registrationIntermediate knowledge of Microsoft 365 (Word, Excel and Outlook)Intermediate knowledge of SalesforceKnowledge of Broadridge’s Dataphile is an assetStrong verbal and written communication skills to create clear, engaging, and qualified 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 prioritiesSelf-motivated, 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 value each person’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 $70,000 – $80,000 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.We are committed to fostering an inclusive and accessible workplace where all team members feel valued and supported. If you require accommodation during the recruitment process, please email us at [email protected] .We appreciate your interest and thank you for considering this opportunity. We will contact candidates whose qualifications most closely align with the requirements for the role.#J-18808-Ljbffr

📌 Investment Assistant (Winnipeg)
🏢 Odlum Brown
📍 Winnipeg