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.

KNOWLEDGE AND EXPERIENCE

• Must have a minimum of 1–2 years Transfers experience within an investment firm
• Familiarity with investment accounts (RRSPs and TFSAs) is an asset
• Strong client services skills, with a keen eye for detail and the ability to work efficiently and accurately
• Strong organizational skills, with the ability to prioritize important and time-sensitive tasks
• Self-starter with the capacity to work independently, along with flexibility and willingness to assist others
• Ability to take initiative and seek out information and solutions independently
• Ability to exercise sound judgment to resolve challenging scenarios
• Excellent verbal and written communication skills
• Experience with Broadridge Dataphile and ATON system is an asset
• Intermediate proficiency in Microsoft 365
• Completion of Canadian Securities Course or other investment related courses is an asset

WHAT YOU’LL DO

Reporting to the Supervisor, Account Transfers, you will work in a collaborative environment within the Account
Transfers team. You will be responsible for processing incoming and outgoing transfer requests and liaising with
Investment Advisors, Assistants and other departments within our Client Services operations.

RESPONSIBILITIES

• Process incoming and outgoing transfer requests with speed and accuracy
• Verify and ensure transfer documents are in good order with advisor teams
• Monitor and troubleshoot transfers of accounts in a timely manner
• Liaise with advisor teams
• Cross train in other functions within the department, as needed