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 the Burrard Investment Management Group, a collaborative advisory team led by two Senior Wealth Managers. The team includes a Financial Planner, Portfolio Analyst, Senior Wealth Associate, and an Investment Associate, providing dedicated support for discretionary portfolio management services to clients with complex wealth management needs.

The successful 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

Client Support and Relationship Management

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

Respond to client calls and emails in a professional and timely manner, including inquiries related to account activity, documentation, and follow-up items

Coordinate the Portfolio Manager’s calendar and client meetings, including scheduling, confirmations, preparation of materials, and follow-up

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

Assist with new client onboarding

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

Support clients through the wealth management process by gathering relevant information, documents, and questionnaires,



and ensuring outstanding tasks are completed

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 new 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, perks, 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 5 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

Intermediate knowledge of Salesforce

Exceptional verbal communication skills

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

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

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

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

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 $80,000 – $90,000 per year, plus eligibility for a performance-based bonus.

October 8, 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.

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📌 Investment Assistant (Req 145) (Winnipeg)
🏢 Odlum-Brown-1
📍 Winnipeg