THE OPPORTUNITYWe have an prospect 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.RESPONSIBILITIESTradingEnter and execute trades, including model trades and bulk ordersMonitor and adjust asset allocation and portfolio rebalancing as neededMonitor cash balances and identify accounts requiring investment or fundingMaintain model portfolios and implement approved investment changesReview trade activity for accuracy and follow up on discrepancies or settlement issuesUpdate investment model spreadsheetsAnalysisAnalyze client portfolios and identify rebalancing or investment opportunitiesPrepare portfolio performance, asset allocation and investment reporting for client meetingsPrepare information for client meetingsConduct investment and market research to support portfolio recommendationsPrepare research summaries and other materials for the Portfolio ManagerAttend internal research meetings and stay abreast of market developmentsUpdate slide decks for client meetings and presentationsAssist with client letters and reviewsFinancial Planning SupportSupport clients through the wealth management process by gathering relevant information, documents, and questionnaires, coordinate activities with appropriate financial planning contacts and follow-up on tasksLiaise with clients' accountants for year-end tax filingMaintain up-to-date records of clients' net-worth and cash flow statementsPortfolio and Administrative SupportAssist as needed in the processing of transactions such as wires, EFTs, contributions, withdrawals,



and transfers in a timely mannerAssist as needed in account opening and onboardingDocument transactions and client communications and ensure regulatory complianceMaintain accurate records while protecting client confidentiality and privacyLiaise with internal departments to facilitate client supportRespond to client inquiries in a timely manner via email, phone and in-personEnsure client files and documentation are accurate and up to date using our Salesforce CRMWork on special projects as they relate to organizational competencies and business buildingMarketing/Business DevelopmentSupport the team with marketing material, website updates and client thought piecesIdentify opportunities among the existing client base for asset consolidation and referralsHelp manage a pipeline of prospects/leads to close new opportunitiesDeepen existing relationships with Centers of Influence (COIs) through ongoing engagementUse Linked In to post pertinent research materials and other business building piecesCOMPETENCIESAdvising 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 goalsBusiness Development – Identify, qualify, pursue, and secure leads on new business opportunities to drive revenue growth and expand client base in target markets or customer segmentsCustomer Relationship Management – Build, manage, and nurture client relationships, leveraging CRM tools to track interactions, understand client needs, and deliver consistent serviceFinancial Planning – Develop comprehensive financial strategies with clients' long-term goals, balancing income, investments, savings, and expendituresInvestment & 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 stakeholdersRegulatory Knowledge – Understand and apply relevant laws, regulations,



and standards to meet legal and ethical requirements and reduce risk for clients and the firmRisk 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 communitiesKNOWLEDGE AND EXPERIENCE3+ years of client-facing experience within the investment industryRegistered with CIRO as a Registered Representative in good standingPursuing or in possession of industry-recognized designations (e.G., CFA, CFP or CIM®)Intermediate to advanced knowledge of Microsoft 365 with expertise in ExcelIntermediate knowledge of SalesforceKnowledge of Broadridge's Dataphile is an assetStrong verbal and written communication and presentation skillsExcellent attitude and interpersonal skills, ability to communicate and work collaborativelyStrong analytical and organizational skills, with the ability to manage multiple prioritiesDetail oriented, delivering high-quality workDisciplined, driven and operates with a high level of accountabilityWHAT 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.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] appreciate your interest and thank you for considering this opportunity. We will contact candidates whose qualifications most closely align with the requirements for the role.

📌 Investment Associate (Vancouver)
🏢 Odlum Brown
📍 Vancouver