We have an prospect for an Investment Assistant to join our award-winning firm in the Vancouver office. 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 professional development and high standards, we would love to meet you.

Portfolio and Administrative Support Process wires, EFTs, contributions, withdrawals, and transfers transactions in a timely manner Facilitate account opening Prepare investment performance and quarterly reports Document transactions and client communications and ensure regulatory compliance Update and maintain investment model spreadsheets and portfolio rebalancing Respond to client calls and emails, resolve inquiries regarding account activity and performance, and elevate issues as needed Maintain accurate client records and ensure compliance with KYC/AML regulations Execute mutual fund, equity and fixed income trades Schedule and prepare materials for client meetings, including portfolio reviews and investment proposals Marketing and Social Media Analysis – Assess quantitative and qualitative data, information, or situations to understand the most important 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 escape 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 Regulatory Knowledge – Understand and apply relevant laws, regulations, and standards to meet legal and ethical requirements and reduce risk for clients and the organization Minimum 3 years of client-facing experience within the investment industry Registered with CIRO as an Investment Representative in good standing and in pursuit of a Registered Representative registration Intermediate knowledge of Microsoft 365 (Word, Excel and Outlook) Intermediate knowledge of Salesforce Knowledge of Broadridge’s Dataphile is an asset Strong verbal and written communication skills to create clear, engaging, and professional content Team player with a proven record of building trusting and productive relationships We are a diverse, driven group of individuals who genuinely care about one another and value each person’s contribution. The expected salary and commission range for this role is $70,000 – $80,000 per year, plus eligibility for a performance-based bonus. Any employment restrictions must be disclosed at the time of application, with supporting documentation provided prior to a potential offer of employment.

📌 Investment Assistant (Req 140) (Vancouver)
🏢 Odlum-Brown-1
📍 Vancouver