This range is provided by Odlum Brown Limited. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

CA$53,000.00/yr - CA$60,000.00/yr

Direct message the job poster from Odlum Brown Limited

WHO WE ARE

Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues its tradition of leadership in the financial community as one of BC’s most respected investment firms.

We are honoured to be nationally recognized as one of Canada’s Best Managed Companies and one of Canada’s Most AdmiredTM Corporate Cultures, and to share the achievement of a century in business with our valued team members, clients and communities.

CULTURE AND VALUES

Guided by a set of timeless core values – Clients First, People, Accountability, Independence, Integrity and Community – we are very proud of the vibrant, ever-evolving culture that we have built over the years. These values are the cornerstone of our culture and the principles that provide a compass for our actions and unify us as a team.

PEOPLE

We have skiers, mountain bikers, hockey players, runners, volleyball players, movie buffs, bookworms, animal lovers, musicians, yogis, world travelers – all with diverse backgrounds and experiences to share from around the globe. You will work with really interesting people and make great friends, too.

COMMUNITY

We are serious about supporting the communities where we live and work.



A recipient of a Canada’s Volunteer Award from the Government of Canada, we are committed in heart and mind to everything we do in the community, and we work hard to inspire passion and fun while doing it.

PROFESSIONAL DEVELOPMENT

Continuous learning matters. We are committed to providing career-long support for learning and growth.

THE OPPORTUNITY

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

WHAT YOU’LL DO

Working with Vi Tang (Portfolio Manager), the ideal candidate is client-focused, detailed-oriented, and thrives in a rapid-paced environment. You take ownership of your responsibilities, adapt to changing priorities, and contribute to a culture that values client service, teamwork, and continuous growth. 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 a Portfolio Manager that supports professional development and high standards, we would love to meet you.

RESPONSIBILITIES

Client Support and Relationship Management

- Schedule and prepare materials for client meetings, including portfolio reviews and investment proposals
- Respond to client calls and emails,



resolve inquiries regarding account activity, performance, and documentation, and escalating issues as needed
- Take notes during client interactions and assist with follow-up and documentation
- Maintain accurate client records and ensure compliance with KYC/AML regulations
- Execute mutual fund, equity, and fixed income trades

Portfolio and Administrative Support

- Prepare investment performance reports and quarterly reports
- Handle account openings, transfers, and maintenance requests with custodians and platforms
- Process transactions such as wires, EFTs, contributions, withdrawals, and transfers on time
- Document accurate documentation of transactions and client communications and ensure regulatory compliance

Research, Tools and Collaboration

- Support the creation of market commentary, investment insights, and client-facing materials
- Use Morningstar, Salesforce and Dataphile applications to manage data and track investments
- Collaborate with the portfolio manager and client service teams to deliver a seamless client experience and contribute to internal improvements

COMPETENCIES

- Analysis – Able to analyze both qualitative and quantitative data to identify key themes, insights or issues or support decision making; critically evaluate information, separating relevant details from noise; and provide input into decisions by interpreting information in context
- Coordination – Able to coordinate complex activities, aligning people, resources, and timelines to achieve goals efficiently; manage competing priorities, ensuring clarity

📌 Investment Assistant (Vancouver)
🏢 Odlum Brown
📍 Vancouver