Investment Associate

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.

THE OPPORTUNITY
We have an opportunity for an Investment Associate to join our award-winning firm in our Vancouver office.

WHAT YOU’LL DO
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.

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.

RESPONSIBILITIES

Trading

• Enter and execute trades, including model trades and bulk orders
• 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
• Review trade activity for accuracy and follow up on discrepancies or settlement issues
• 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
• Prepare information for client meetings
• Conduct investment and market research to support portfolio recommendations
• Prepare research summaries and other materials for the Portfolio Manager
• Attend internal research meetings and stay abreast of market developments
• Update slide decks for client meetings and presentations
• Assist with client letters and reviews

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
• Maintain accurate records while protecting client confidentiality and privacy
• Liaise with internal departments to facilitate client support
• 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

Marketing/Business Development

• 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
• Deepen existing relationships with Centers of Influence (COIs) through ongoing engagement
• Use Linked In to post pertinent research materials and other business building pieces

COMPETENCIES

• 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

KNOWLEDGE AND EXPERIENCE

• 3+ years of experience as a registrant with CIRO
• Registered with CIRO as a Registered Representative in good standing
• Pursuing or in possession of industry-recognized designations (e.g., 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
• Strong verbal and written communication and presentation skills
• Excellent attitude and interpersonal skills, ability to communicate and work collaboratively
• Strong analytical and organizational skills, with the ability to manage multiple priorities
• Detail oriented, delivering high-quality work
• Disciplined, driven and operates with a high level of accountability

WHAT WE OFFER
A 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 $110,000 – $125,000 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 October 30, 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 [email protected].

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.