We have an prospect for an Investment Associate to join our award-winning firm in our Vancouver office. 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. 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 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 Conduct investment and market research to support portfolio recommendations Prepare research summaries and other materials for the Portfolio Manager 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 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 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 Use Linked In to post pertinent research materials and other business building pieces 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 3+ years of client-facing experience within the investment industry ~ 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 ~ Detail oriented, delivering high-quality work ~ 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 $85,000 to $95,000, 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 Risk Associate (Vancouver)
🏢 Odlum Brown
📍 Vancouver