THE OPPORTUNITYWe have an opportunity for an Investment Assistant to join our Vancouver office. WHAT YOU’LL DOIn this role, you will support two Portfolio Managers on a three-person team. You will play an important role in delivering a high standard of client service, supporting day-to-day portfolio administration, and contributing to a collaborative team environment.

The successful candidate is client-focused, detail-oriented, and accountable, with the ability to adapt to changing priorities while maintaining accuracy and professionalism. If you are interested in a long-term opportunity with Portfolio Managers who support professional development and high standards, we encourage you to apply.

RESPONSIBILITIESPortfolio and Administrative Support Process wires, EFTs, contributions, withdrawals, and transfers transactions in a timely manner

Execute mutual fund, equity and fixed income trades

Facilitate account opening

Prepare investment performance and quarterly reports

Document transactions and client communications and ensure regulatory compliance Client Support and Relationship Management Collaborate with Portfolio Managers and client service teams to deliver a seamless client experience and contribute to internal improvements

Respond to client calls and emails, resolve inquiries regarding account activity and performance, and escalate issues as needed

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

Schedule and prepare materials for client meetings, including portfolio reviews and investment proposals Marketing and Social Media Support the creation and distribution of various client and prospect communication pieces

Coordinate client and prospect events COMPETENCIES Analysis – Assess quantitative and qualitative data, information, or situations to understand the most key details, identify patterns or meaning,



and translate it 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 policy or regulation, and escalate and prioritize the requests of customers 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 do our work, while staying safe and responsible in digital environments

Product Knowledge – Maintain and deepen knowledge of company products, services and/or applications in order 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 2 years of relevant client-facing experience, preferably within the investment industry

Registered with CIRO as an Investment Representative in good standing

Intermediate knowledge of Microsoft 365, including Word, Excel and Outlook;

experience with Copilot is an asset

Knowledge of Broadridge’s Dataphile and/or Salesforce is an asset

Strong verbal and written communication skills to create clear,



engaging, and professional content

Able to communicate professionally and tactfully with clients and colleagues

Exceptional attention to detail and skilled at working efficiently and accurately

Collaborative and able to build effective working relationships

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

Accountable, proactive, and able to work with a high degree of ownership WHAT 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 $60,000 – $70,000 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 October 9, 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 150) (Vancouver)
🏢 Odlum Brown
📍 Vancouver