Investment Associate

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

• Minimum of 5 years of experience within the investment industry
• Registered in good standing as a Registered Representative with CIRO
• Intermediate to advanced knowledge of Microsoft 365
• 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 provide comprehensive support to Investment Advisors. You have a strong client service orientation, are
proactive and engaged, take pride in your work and have a proven history of building relationships with clients. The
ideal candidate is looking for a long-term fit in a client-facing Investment Associate role.

RESPONSIBILITIES

• Provide proactive advice and support to our clients and the Investment Advisors throughout the wealth

management process

• Help deepen existing relationships and welcome new clients to the firm
• Identify new opportunities and help grow the business by supporting the advisory team with new client

acquisition

• Enter trades including managing large scale, spreadsheet-based trade facilitation
• Support with portfolio rebalancing, being mindful of client objectives, risk tolerance and tax consequences
• Organize client meetings and reviews by determining agenda and key topics, prepare documentation,

execute post-meeting work and attend client meetings when required

• Respond to client account inquiries and take ownership of follow-ups
• Identify opportunities for asset consolidation and referrals across the existing client base
• Conduct ongoing research on markets and investments and provide regular updates to the advisory team
• Support both the advisory team and clients throughout the wealth management process
• Coordinate activities with internal wealth management specialists, manage documentation, track progress

and follow up

• Provide administrative support when necessary