Role overview

THE OPPORTUNITYWe have an opportunity for an Investment Assistant to join our award-winning firm in the 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.
RESPONSIBILITIESPortfolio and Administrative Support

Process transactions such as wires, EFTs, contributions, withdrawals, and transfers in a timely manner
Facilitate 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
Update and maintain investment model spreadsheets and portfolio rebalancing
Attend internal research meetings and keep abreast of markets

Client Support and Relationship Management

Collaborate with the Portfolio Manager and client service teams to deliver seamless client experience and contribute to internal improvements
Respond to client calls and emails, resolve inquiries regarding account activity and performance, and escalate issues as needed in a timely manner
Maintain accurate client records and ensure compliance with KYC/AML regulations
Execute mutual funds, equity, model, and fixed income trades
Assist with new client onboarding
Ensure client files and documentation are up to date and accurate in Salesforce
Schedule and prepare materials for client meetings, including portfolio reviews and investment proposals
Support clients through the wealth management process by gathering relevant information, documents, and questionnaires and following up on tasks

COMPETENCIES

Analysis – Assess quantitative and qualitative data, information, or situations to understand key details, identify patterns or meaning, and translate insights into useful recommendations, decisions, or actions
Coordination – Prioritize, organize, and manage information, people, assets, resources, messages, tasks and/or activities to achieve a goal within timelines
Customer Service – Determine needs, capture relevant information, apply internal policies or regulations, and escalate and prioritize customer requests to answer inquiries, fulfill transactions, or resolve issues
Digital Literacy – Use technology, tools, and online resources to find, create, and communicate information or apply new digital tools or systems to our work while staying safe and responsible in digital environments
Product Knowledge – Maintain and deepen knowledge of company products, services and/or applications to align features, benefits, and uses to client or stakeholder needs
Regulatory Knowledge – Understand and apply relevant laws, regulations, and standards to meet legal and ethical requirements and reduce risk for clients and the organization

KNOWLEDGE AND EXPERIENCE

Minimum of 3 years of client-facing experience within the investment industry
Registration with CIRO as an Investment Representative in good standing, with a willingness to pursue Registered Representative registration
Intermediate to advanced knowledge of Microsoft 365 with expertise in Excel
Exceptional verbal communication skills
Strong writing skills with the ability to create clear, engaging, and professional content
Intermediate knowledge of Salesforce
Professional, tactful, and confident when interacting with clients
Exceptional attention to detail and organizational skills with the ability to work efficiently and accurately
Collaborative team member with a proven record of building trust and productive relationships
Strong analytical and organizational skills, with the ability to manage multiple priorities
Disciplined, motivated, and operates with a high level of accountability
Social media experience is an asset

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 $70,000 – $80,000 per year, 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 July 31, 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 careers@odlumbrown.com.
We 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.