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

• Completion of or enrollment in the Canadian Securities Course and the Conduct and Practices Handbook Course to meet the qualifications necessary to be approved as an Investment Representative
• Previous investment industry experience is an asset
• Intermediate knowledge of Microsoft 365 (Word, Excel and Outlook)
• Exceptional verbal communication skills
• Strong writing skills with the ability to create clear, engaging, and professional content
• Knowledge of Broadridge’s Dataphile and/or Salesforce is an asset
• 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
• Social media experience is an asset

WHAT YOU’LL DO

Working with Portfolio Managers Tannis Calder and Mary MacDonald on a four-person team, the ideal candidate is client-focused and detailed-oriented. 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

• Portfolio and Administrative Support
• Process transactions such as wires, EFTs, contributions, withdrawals, and transfers in a timely manner
• Facilitate account opening
• Prepare investment performance reports and quarterly reports
• Document transactions and client communications and ensure regulatory compliance
• Client Support and Relationship Management
• Collaborate with the Portfolio Manager and client service teams to deliver a seamless client experience and contribute to internal improvements
• Respond to client calls and emails, resolve inquiries regarding account activity and performance, maintain documentation, and escalate issues as needed
• Maintain accurate client records and ensure compliance with KYC/AML regulations
• Execute mutual fund, equity and fixed income trades
• Schedule and prepare materials for client meetings, including portfolio reviews and investment proposals
• Marketing and Social Media
• Post to LinkedIn and other social media platforms
• Support the creation and distribution of various client communication pieces
• Coordinate client events