THE OPPORTUNITYWe have an opportunity for an Investment Associate to join our award-winning firm in our Vancouver office.

WHAT YOU’LL DOIn 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

Trading Enter and execute trades, including model trades and bulk orders

Monitor and adjust asset allocation and portfolio rebalancing as needed

Monitor cash balances and identify accounts requiring investment or funding

Maintain model portfolios and implement approved investment changes

Review trade activity for accuracy and follow up on discrepancies or settlement issues

Update investment model spreadsheets Analysis Analyze client portfolios and identify rebalancing or investment opportunities

Prepare portfolio performance, asset allocation and investment reporting for client meetings

Prepare information for client meetings

Conduct investment and market research to support portfolio recommendations

Prepare research summaries and other materials for the Portfolio Manager

Attend internal research meetings and stay abreast of market developments

Update slide decks for client meetings and presentations

Assist with client letters and reviews Financial Planning Support Support clients through the wealth management process by gathering relevant information, documents, and questionnaires, coordinate activities with appropriate financial planning contacts and follow-up on tasks

Liaise with clients’ accountants for year-end tax filing

Maintain up-to-date records of clients’ net-worth and cash flow statements Portfolio and Administrative Support Assist as needed in the processing of transactions such as wires, EFTs, contributions, withdrawals, and transfers in a timely manner

Assist as needed in 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





Respond to client inquiries in a timely manner via email, phone and in-person

Ensure client files and documentation are accurate and up to date using our Salesforce CRM

Work on special projects as they relate to organizational competencies and business building Marketing/Business Development Support the team with marketing material, website updates and client thought pieces

Identify opportunities among the existing client base for asset consolidation and referrals

Help manage a pipeline of prospects/leads to close new opportunities

Deepen existing relationships with Centers of Influence (COIs) through ongoing engagement

Use Linked In to post pertinent research materials and other business building pieces COMPETENCIES Advising and Coaching – Use knowledge and relationships to assess the needs of internal or external stakeholders, come up with recommendations, and provide coaching or advice that helps them solve challenges, grow and/or reach their goals

Business Development – Identify, qualify, pursue, and secure leads on new business opportunities to drive revenue growth and expand client base in target markets or customer segments

Customer Relationship Management – Build, manage, and nurture client relationships, leveraging CRM tools to track interactions, understand client needs, and deliver consistent service

Financial Planning – Develop comprehensive financial strategies with clients' long-term goals, balancing income, investments, savings, and expenditures

Investment & Portfolio Management – Develop, implement, and monitor investment strategies to grow assets, manage risk, and achieve financial goals, while providing informed guidance and support to clients or stakeholders

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

Risk Assessment – Identify, analyze,



and evaluate risks to make decisions and take actions that manage their likelihood and impact on achieving our objectives for the benefit of our clients, firm, and communities KNOWLEDGE AND EXPERIENCE 3+ years of client-facing experience within the investment industry

Registered with CIRO as a Registered Representative in good standing

Pursuing or in possession of industry-recognized designations (e.g., CFA, CFP or CIM®)

Intermediate to advanced knowledge of Microsoft 365 with expertise in Excel

Intermediate knowledge of Salesforce

Knowledge of Broadridge’s Dataphile is an asset

Strong verbal and written communication and presentation skills

Excellent attitude and interpersonal skills, ability to communicate and work collaboratively

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

Detail oriented, delivering high-quality work

Disciplined, driven and operates with a high level of accountability 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 $85,000 to $95,000­, plus eligibility for a performance-based bonus.

Our team is growing, and we have room for one more exceptional individual. If this opportunity aligns with your experience and career goals, we invite you to submit your cover letter and resume by October 23, 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 prospect. We will contact candidates whose qualifications most closely align with the requirements for the role.

📌 Investment Associate (Vancouver)
🏢 Odlum Brown
📍 Vancouver