Investment and Wealth Advisor Opportunities

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.

INVESTMENT AND WEALTH ADVISOR OPPORTUNITIES
We are interested in connecting with experienced Investment and Wealth Advisors for opportunities in our Victoria and Courtenay branches. Whether you are looking to grow your practice, transition your business, explore succession planning, or simply learn more about Odlum Brown, we welcome a confidential conversation.

WHY ODLUM BROWN?
Independence and Employee Ownership
As a fully independent, 100% employee-owned investment firm, we have the flexibility to take a long-term approach to decision-making. Without external shareholders, our ownership structure allows us to remain focused on sustainable growth and the long-term success of our advisors and the firm.

Award-Winning Reputation
Odlum Brown is nationally recognized for business excellence and corporate culture. We have been one of Canada’s Best Managed Companies since 1999 and one of Canada’s Most Admired Corporate Cultures since 2017, reflecting our longstanding commitment to our clients, our people, and our communities.

Client-First Culture
Every decision we make starts with our clients. We believe strong relationships, personalized advice, and exceptional service are fundamental to helping clients achieve their financial goals.

Collaborative Support
Our advisors are supported by experienced teams in wealth planning, insurance, trust, tax, portfolio management, operations, compliance, and administration, allowing them to focus on delivering exceptional advice and service to their clients.

Long-Term Approach
We are committed to creating an environment where advisors can build, grow, and transition their practices with confidence. Whether focused on growing a practice or planning for succession, our approach is centred on stability and long-term success.

Culture and Community
Openness, respect, collaboration, accountability, and community involvement are foundational to who we are. We believe people do their best work when they feel supported by their colleagues and their organization.

WHO WE WOULD LIKE TO MEET 

• Minimum of 3 years of client-facing experience as an Investment Advisor or Wealth Advisor
• Have established client relationships and a commitment to delivering exceptional advice and service
• Value independent advice and a client-first approach
• Are aligned with a collaborative and entrepreneurial culture
• Have completed the proficiency requirements applicable to their registration category and remain in good standing with all required continuing education obligations
• May hold, or be working toward, additional professional designations such as the Chartered Investment Manager (CIM®) designation, Chartered Financial Analyst (CFA®) designation, Certified Financial Planner (CFP®) certification, or other relevant wealth management credentials
• Are interested in growing or transitioning their practice, or in planning for succession
• Are seeking a firm that supports long-term success for both advisors and clients

REGISTRATION AND LICENSING REQUIREMENTS
Registration and licensing requirements will depend on each candidate’s current registration status, experience and proposed activities at Odlum Brown. Candidates must be currently registered, or eligible to be re-registered, with CIRO as a Registered Representative in the applicable province.

Effective January 1, 2026, CIRO introduced a new proficiency model for Approved Persons of investment dealers. Candidates who are not currently registered, whose registration has lapsed, or who are seeking a change in registration category may be required to complete additional examinations, training or other proficiency requirements before or following approval. These requirements may include the Canadian Investment Regulatory Exam (CIRE), the Retail Securities Exam (RSE), CIRO Conduct Training and applicable dealer training.

All registrations are subject to review and approval by Odlum Brown and CIRO. Meeting the stated requirements does not guarantee registration approval or employment.

LET’S START A CONVERSATION
If you are interested in learning more about Odlum Brown and what an opportunity with our firm could look like, we welcome a confidential conversation.

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].

All discussions will be handled with the utmost discretion and confidentiality.