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

• Minimum 3 years of client-facing experience within the investment industry
• Registered with CIRO as a Registered Representative in good standing
• Pursuing or in possession of CFA, CIM, CFP, or QAFP
• Intermediate to advanced knowledge of Microsoft 365, particularly with Excel spreadsheets
• Knowledge of Broadridge’s Dataphile and/or Salesforce is an asset
• Strong verbal and written communication and presentation skills
• A team player with a clear vision of what is required to be part of a high-performing team
• Strong analytical and organizational skills, with the ability to manage multiple priorities
• Detail oriented, delivering high quality work
• Disciplined, driven and operates with a high level of accountability

WHAT YOU’LL DO

You will work with an established Portfolio Management team who focus on integrating investment management and financial planning to help grow and protect their clients’ wealth. They work with families, corporations, and foundations to ensure that each client receives the highest level of service, and they offer customized portfolios under a responsible investment mandate.

RESPONSIBILITIES

• Marketing/Business Development
• Help build and execute business plans, client segmentation, and client service plans
• Support the team with marketing material, website updates and team newsletter distribution
• Maintain CRM databases (Salesforce, Outlook)
• Identify opportunities among the existing client base for asset consolidation and referrals
• Help manage a pipeline of prospects/leads; work with the advisors to close new opportunities
• Deepen existing relationships with Centers of Influence (COIs) through ongoing engagement
• Analysis
• Work with the Portfolio Manager on market and investment research
• Update investment model spreadsheets
• Support the team with trading and portfolio rebalancing
• Update slide decks for client meetings/presentations
• Assist with quarterly portfolio reviews
• Financial Planning Support
• Support clients through the wealth management process by gathering relevant information, documents, and questionnaires, coordinate activities with appropriate financial planning contacts and ensure follow-up on tasks
• Liaise with clients’ accountants for year-end tax filing
• Maintain up to date records of clients’ tax and estate documents
• Administration
• Liaise with internal departments for timely client support
• Respond to client inquiries in a timely manner
• Assist with new client onboarding and estate distributions
• Ensure client files and documentation are accurate and up to date