Job Description

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.


We are honoured to be nationally recognized as one of Canada's Best Managed Companies and one of Canada's


Most AdmiredTM Corporate Cultures, and to share the achievement of a century in business with our valued team


members, clients and communities.

CULTURE AND VALUES

Guided by a set of timeless core values - Clients First, People, Accountability, Independence, Integrity and


Community - we are very proud of the vibrant, ever-evolving culture that we have built over the years. These values


are the cornerstone of our culture and the principles that provide a compass for our actions and unify us as a team.

PEOPLE

We have skiers, mountain bikers, hockey players, runners, volleyball players, movie buffs, bookworms, animal lovers,


musicians, yogis, world travelers - all with diverse backgrounds and experiences to share from around the globe. You


will work with really interesting people and make great friends, too.

COMMUNITY

We are serious about supporting the communities where we live and work. A recipient of a Canada's Volunteer


Award from the Government of Canada, we are committed in heart and mind to everything we do in the community,


and we work hard to inspire passion and fun while doing it.

PROFESSIONAL DEVELOPMENT

Continuous learning matters. We are committed to providing career-long support for learning and growth.

THE OPPORTUNITY

We have an opportunity for an Investment Assistant to join our award-winning firm in the Vancouver office.

WHAT YOU'LL DO

Working with Portfolio Managers Olivera Garcia and Zdenka Gomes on a four-person team, the ideal candidate is


client-focused, detailed-oriented, and thrives in a fast-paced environment. You take ownership of your


responsibilities, adapt to changing priorities, and contribute to a culture that values client service, teamwork, and


continuous growth. We are passionate about building long-term relationships with clients and guiding them through


all stages of life with personalized investment advice.


If you are looking for a long-term opportunity with Portfolio Managers that support professional development and


high standards, we would love to meet you.

RESPONSIBILITIES

Client Support and Relationship Management

Schedule and prepare materials for client meetings, including portfolio reviews and investment proposals


Suite 1100 - 250 Howe Street | Vancouver, BC V6C 3S9


Main 604 669 1600 | Toll Free 1 888 886 3586 | Fax 604 681 8310

VANCOUVER KELOWNA VICTORIA CHILLIWACK COURTENAY LANGLEY

Member-Canadian Investor Protection Fund

ODLUMBROWN.COM

Respond to client calls and emails, resolve inquiries regarding account activity, performance, and

documentation, and escalating issues as needed
Take notes during client interactions and assist with follow-up and documentation

Maintain accurate client records and ensure compliance with KYC/AML regulations

Execute mutual fund, equity, and fixed income trades

Portfolio and Administrative Support

Prepare investment performance reports and quarterly reports

Handle account openings, transfers, and maintenance requests with custodians and platforms

Process transactions such as wires, EFTs, contributions, withdrawals, and transfers on time

Document transactions and client communications and ensure regulatory compliance

Research, Tools and Collaboration

Support the creation of market commentary, investment insights, and client-facing materials

Use Morningstar, Salesforce and Dataphile applications to manage data and track investments

Collaborate with the portfolio manager and client service teams to deliver a seamless client experience and

contribute to internal improvements

COMPETENCIES

Analysis - Assess quantitative and qualitative data, information, or situations to understand the most

important details, identify patterns or meaning, and translate it 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 policy or regulation, and

escalate and prioritize the requests of customers 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 do our work, while staying safe and responsible in digital

environments
Investment and 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
Product Knowledge - Maintain and deepen knowledge of company products, services and/or applications in

order 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

1 to 3 years of experience within the securities and/or brokerage industry is an asset

Completion or enrollment of the Canadian Securities Course and the Conduct and Practices Handbook Course

to meet the qualifications necessary to be approved as an Investment Representative
Intermediate knowledge of Microsoft 365 (Word, Excel and Outlook)

Knowledge of Broadridge's Dataphile and/or Salesforce is an asset

Exceptional verbal and written communication skills

Articulate, tactful and confident interacting with clients

Exceptional attention to detail and skilled at working efficiently and accurately

A team player with a proven record of building trusting and productive relationships


Suite 1100 - 250 Howe Street | Vancouver, BC V6C 3S9


Main 604 669 1600 | Toll Free 1 888 886 3586 | Fax 604 681 8310

VANCOUVER KELOWNA VICTORIA CHILLIWACK COURTENAY LANGLEY

Member-Canadian Investor Protection Fund

ODLUMBROWN.COM

Strong analytical and organizational skills, with the ability to manage multiple priorities

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 genuinely care about one another


and encourage and appreciate each other's contributions. We believe in rewarding team members and do this by


providing a competitive total rewards package that is fair and equitable; mentorship programs; and a variety of


professional development opportunities to expand your career. This role has an expected salary and commission


range of $50,000 - $60,000/year, plus the potential for bonuses.


Our team is growing, and we've got room for one more if you're interested. If this sounds like the environment you'd


like to work in and you have the credentials and experience for this role, we invite you to submit a cover letter and


resume (quoting job requisition 1000-9) to careers@odlumbrown.com by

July 18, 2025.

Candidates must be legally eligible to work in Canada. Full disclosure of any restrictions must be disclosed at the time


of expressing interest and supporting evidence provided prior to any potential offer of employment.


We appreciate your interest and thank you for taking the time to consider this opportunity. We will be in touch with


individuals whose profiles most closely match what's needed to be successful in this role.