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.

The Opportunity

We have an opportunity for an Investment Assistant to join our award-winning firm in the Vancouver office.

What You’ll Do In this role, you will join a Portfolio Manager and an existing assistant, providing dedicated support for discretionary portfolio management services to high-net-worth individuals.

The ideal candidate is client-focused and detail-oriented. You take ownership of your responsibilities, adapt to changing priorities, and contribute to a team culture that values client service and teamwork.

Responsibilities

Portfolio and Administrative Support

Process transactions such as wires, EFTs, contributions, withdrawals, and transfers in a timely manner

Facilitate account opening and onboarding

Document transactions and client communications and ensure regulatory compliance

Maintain accurate records while protecting client confidentiality and privacy

Liaise with internal departments to facilitate client support

Update and maintain investment model spreadsheets and portfolio rebalancing

Support portfolio administration, rebalancing, and trading-related activities using portfolio management trading platforms

Attend internal research meetings and keep abreast of markets

Client Support and Relationship Management

Collaborate with the Portfolio Manager and client service teams to deliver seamless client experience and contribute to internal improvements

Respond to client calls and emails, resolve inquiries regarding account activity and performance, and elevate issues as needed in a timely manner

Maintain accurate client records and ensure compliance with KYC/AML regulations

Execute mutual funds, equity, model, and fixed income trades

Assist with new client onboarding

Ensure client files and documentation are up to date and accurate in Salesforce

Schedule and prepare materials for client meetings,



including portfolio reviews and investment proposals

Support clients through the wealth management process by gathering relevant information, documents, and questionnaires and following up on tasks

Competencies

Analysis – Assess quantitative and qualitative data, information, or situations to understand key details, identify patterns or meaning, and translate insights 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 policies or regulations, and elevate and prioritize customer requests to answer inquiries, fulfill transactions, or resolve issues

Digital Literacy – Use technology, tools, and online resources to find, create, and communicate information or apply recent digital tools or systems to our work while staying safe and responsible in digital environments

Product Knowledge – Maintain and deepen knowledge of company products, services and/or applications to align features, benefits, and uses to client or stakeholder needs

Regulatory Knowledge – Understand and apply relevant laws, regulations, and standards to meet legal and ethical requirements and reduce risk for clients and the organization

Knowledge And Experience

Minimum of 3 years of client-facing experience within the investment industry

Registration with CIRO as an Investment Representative in good standing, with a willingness to pursue Registered Representative registration

Intermediate to advanced knowledge of Microsoft 365 with expertise in Excel

Familiarity with portfolio management systems, trading platforms,



or investment technology is an asset, with a willingness to develop strong proficiency in these tools

Exceptional verbal communication skills

Strong writing skills with the ability to create clear, engaging, and professional content

Intermediate knowledge of Salesforce

Professional, tactful, and confident when interacting with clients

Exceptional attention to detail and organizational skills with the ability to work efficiently and accurately

Collaborative team member with a proven record of building trust and productive relationships

Robust analytical and organizational skills, with the ability to manage multiple priorities

Disciplined, motivated, and operates with a high level of accountability

Social media experience is 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 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.

Our team is growing, and we have room for one more talented professional. If this opportunity aligns with your experience and career goals, we invite you to submit your cover letter and resume by

September 30, 2026.

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.

📌 Investment Assistant (Req 148) (Winnipeg)
🏢 Odlum Brown
📍 Winnipeg