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.

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
• Strong analytical and organizational skills, with the ability to manage multiple priorities
• Disciplined, driven and operates with a high level of accountability

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
• 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