Join Odlum Brown as a Client-Focused Investment Assistant in Vancouver, providing essential support for high-net-worth clients. This role emphasizes detail, organization, and excellent client service delivery.

You will collaborate with a Portfolio Manager and an assistant to achieve seamless portfolio management and client onboarding. Your responsibility includes processing transactions accurately and documenting client communications. You will play a vital role in ensuring compliance and enhancing the overall client experience through effective relationship management.

Key Responsibilities:



• Provide administrative support for client account activities • Execute trades and respond to client inquiries timely • Maintain client records in compliance with KYC/AML • Update investment spreadsheets and assist rebalancing • Prepare materials for client portfolio reviews

Requirements: • 3+ years of experience in client-facing investment roles • CIRO registration as an Investment Representative • Intermediate to advanced Microsoft Excel skills • Robust written and verbal communication abilities • High attention to detail and organizational skills

Utilize your client engagement and analytical skills as an Investment Assistant at Odlum Brown, a respected industry leader.

📌 Client Focused Investment Assistant Role Winnipeg
🏢 Odlum Brown
📍 Winnipeg