Jobs at Odlum Brown Limited

Reviews and processes high volumes of new and existing client account documentation, verifies account information and fees, and ensures regulatory compliance. Provides administrative and customer service support to investment advisors and assistants, responds to client inquiries, follows procedures and service-level agreements, improves processes, and contributes to reporting, audit, and review projects.

Provides administrative, operational, marketing, scheduling, event coordination, CRM data management, reporting, communications, and office support for a 14-person financial services team. The role coordinates meetings and events, maintains accurate records, supports newsletters and campaigns, manages supplies and mail, and assists with general team administration.

Process incoming and outgoing investment account transfers, review documentation, verify transfer details, monitor requests, resolve discrepancies and delays, and coordinate with advisors and external financial institutions. Respond to inquiries, meet service-level requirements, follow procedures and regulations, and support cross-training within Client Services. The role requires strong organization, accuracy, communication, judgment, and familiarity with investment accounts and transfer systems.

Supports a Portfolio Manager in delivering discretionary portfolio management services to high-net-worth clients. Responsibilities include executing trades, monitoring portfolios and cash, preparing performance and investment reports, conducting market research, supporting financial planning, processing transactions, maintaining compliant client records, responding to inquiries, and assisting with marketing and business development.

Student and graduate opportunities at an employee-owned investment firm across wealth management, client service, compliance, marketing, research, technology, finance, and corporate functions. Participants contribute to projects, develop practical skills, build professional relationships, and receive coaching and mentorship. Applicants should be enrolled in a post-secondary co-op, internship, or related program, demonstrate strong organization and communication skills, and be legally eligible to work in Canada.

Lead cross-functional projects from planning through implementation and go-live. Manage budgets, schedules, resources, stakeholders, vendors, releases, QA/UAT, project documentation, and transition to operations. Support system adoption through training, Tier 2 escalation, process documentation, and change management. The role requires strong project management, communication, requirements gathering, systems implementation, and quality assurance capabilities, ideally within investment or financial services.