THE CHANCE

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

WHAT YOU’LL DO

In 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

📌 Investment Associate (Vancouver)
🏢 Odlum Brown
📍 Vancouver