Investment Assistant

at  Odlum Brown

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

• Intermediate knowledge of MS 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 track record of building trusting and productive relationships with colleagues

and clients alike

• Strong analytical and organizational skills, with the ability to manage multiple priorities
• Disciplined, driven and operates with a high level of accountability
• Administrative experience within the securities and/or brokerage industry is an asset
• Completion of the Canadian Securities Course and the Conduct and Practices Handbook Course to meet the

qualifications will be necessary to be approved as an Investment Representative

WHAT YOU’LL DO

You will provide administrative support within a senior Investment Advisor’s team. The ideal candidate has a strong
client service orientation and takes pride in their work. They have a proven history of building relationships with
clients and are proactive and engaged.
1001A Fitzgerald Avenue | Courtenay, BC V9N 8K8
Main 250 703 0637 | Toll Free 1 877 703 0637 | Fax 250 703 0638
VANCOUVER KELOWNA VICTORIA CHILLIWACK COURTENAY LANGLEY Member-Canadian Investor Protection Fund

RESPONSIBILITIES

• Coordinate client account documentation and follow through to account opening
• Execute mutual fund, equity and fixed income trades
• Initiate and track account transfers
• Provide daily, weekly and monthly reporting
• Prepare materials and coordinate logistics for client meetings
• Assist with client outreach including email, correspondence and telephone communication
• Various aspects of general administration
• Assist with research and special projects