Investment Associate

2 weeks ago

Vancouver, British Columbia, Canada Odlum Brown Limited Full time

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.

CULTURE AND VALUES

Guided by a set of timeless core values – Clients First, People, Accountability, Independence, Integrity and Community – we are very proud of the vibrant, ever-evolving culture that we have built over the years. These values are the cornerstone of our culture and the principles that provide a compass for our actions and unify us as a team.

PEOPLE

We have skiers, mountain bikers, hockey players, runners, volleyball players, movie buffs, bookworms, animal lovers, musicians, yogis, world travelers – all with diverse backgrounds and experiences to share from around the globe. You will work with really interesting people and make great friends, too.

COMMUNITY

We are serious about supporting the communities where we live and work. A recipient of a Canada's Volunteer Award from the Government of Canada, we are committed in heart and mind to everything we do in the community, and we work hard to inspire passion and fun while doing it.

PROFESSIONAL DEVELOPMENT

Continuous learning matters. We are committed to providing career-long support for learning and growth.

THE OPPORTUNITY

We have an opportunity for an Investment Associate to join our award-winning firm in our Vancouver office.

WHAT YOU'LL DO

You will provide comprehensive support to two Portfolio Managers. 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 Portfolio Managers 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
  • Execute mutual fund, equity and fixed income trades
  • 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
  • Provide daily, weekly and monthly reporting
  • Coordinate activities with internal wealth management specialists, manage documentation, track progress
  • and follow-up
  • Provide administrative support when necessary

COMPETENCIES

  • Advising & Coaching – Able to assess stakeholder needs and provide tailored advice for resolving standard challenges, recommend practical solutions based on experience and existing knowledge and foster trust by maintaining open communication and ensuring stakeholder concerns are addressed
  • Business Development – Able to independently qualify leads and assess their alignment with target markets or customer segments, build relationships with prospective clients and effectively communicate value propositions and contribute to proposals and pitches that address client needs and support revenue growth
  • Customer Relationship Management – Able to effectively manage and nurture a portfolio of client relationships, ensuring long-term satisfaction and retention, leverage CRM tools to analyze client data and deliver tailored, consistent service and identify trends and insights to anticipate client needs and drive relationship growth
  • Financial Planning – Able to generate standardized financial plans that address client needs and objectives, identify and recommend financial products to meet specific needs and explain planning recommendations to clients clearly and effectively
  • Investment & Portfolio Management – Able to support or manage simple investment accounts and/or portfolios with occasional guidance for more complex transactions, effectively analyze and report on portfolio performance and understand opportunities to optimize investment strategies and form simple recommendations
  • Regulatory Knowledge – Able to interpret and apply complex regulations to organizational processes and practices, act as compliance lead for specific domains, projects or teams and recommend actions to mitigate regulatory or legal risk, evaluate and improve internal processes and practices to ensure ongoing legal and ethical compliance
  • Risk Assessment – Able to independently assess and address standard risks, recommend and implement basic risk mitigation strategies, identify actions or events that conflict with the intent of professional standard, risk or regulatory frameworks

KNOWLEDGE AND EXPERIENCE

  • Minimum of 5 years of experience within the investment industry
  • Registered with CIRO as a Registered Representative in good standing
  • Intermediate to advanced knowledge of Microsoft 365
  • 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 WE OFFER

A culture of openness, collaboration and respect is foundational to our firm. We are a diverse, driven group of individuals who genuinely care about one another and encourage and appreciate each other's contributions. We believe in rewarding team members and do this by providing a competitive total rewards package that is fair and equitable; mentorship programs; flexible work options; and a variety of professional development opportunities to expand your career. This role has an expected salary and commission range of $90,000 - $110,000/year, plus the potential for bonuses.

Our team is growing, and we've got room for one more if you're interested. If this sounds like the environment you'd like to work in and you have the credentials and experience for this role, we invite you to submit a cover letter and resume to by March 7, 2025 .

Candidates must be legally eligible to work in Canada. Full disclosure of any restrictions must be disclosed at the time of expressing interest and supporting evidence provided prior to any potential offer of employment.

We appreciate your interest and thank you for taking the time to consider this opportunity. We will be in touch with individuals whose profiles most closely match what's needed to be successful in this role.

  • Investment Associate

    3 days ago

    Vancouver, British Columbia, Canada Onni Group Full time

    Onni is seeking an Investment Associate to join our dynamic and results-driven investment team. The successful candidate will be responsible for researching, analyzing, and supporting investment decisions in both private and public markets. This role offers the opportunity to contribute to impactful investment strategies while developing deep insights into...

  • Associate, Investment Management

    3 weeks ago

    Vancouver, British Columbia, Canada OceanFront Wealth Inc. Full time

    Vancouver | $79,000 - $100,000 + Bonus + Profit Sharing | Hybrid Do you have a keen eye for detail and a passion for financial markets? Are you highly organized and thrive in a fast-paced investment environment where accuracy and efficiency are critical? If so, we want you on our team. We're a boutique wealth management firm dedicated to helping...

  • Associate, Investment Management

    3 weeks ago

    Vancouver, British Columbia, Canada OceanFront Wealth Inc. Full time

    Vancouver | $79,000 - $100,000 + Bonus + Profit Sharing | Hybrid Do you have a keen eye for detail and a passion for financial markets? Are you highly organized and thrive in a fast-paced investment environment where accuracy and efficiency are critical? If so, we want you on our team. We're a boutique wealth management firm dedicated to helping...

  • Associate, Investment Management

    3 weeks ago

    Vancouver, British Columbia, Canada OceanFront Wealth Inc. Full time

    Vancouver | $79,000 - $100,000 + Bonus + Profit Sharing | Hybrid Do you have a keen eye for detail and a passion for financial markets? Are you highly organized and thrive in a fast-paced investment environment where accuracy and efficiency are critical? If so, we want you on our team. We're a boutique wealth management firm dedicated to helping...

  • Alternative Investment Associate

    2 days ago

    Vancouver, British Columbia, Canada MG Stover LLC Full time

    About MG Stover, LLC:As a forward-thinking financial services firm, we specialize in delivering tailored solutions to the global alternative investment community.Our team of experts provides technical expertise and high-touch service to investment managers, focusing on portfolio, financial, and investor accounting & reporting services.About the Job:The...

  • Investment Operations Associate – Client Services

    4 days ago

    Vancouver, British Columbia, Canada Orbis Investment Management Limited Full time

    We are seeking a highly motivated person to join the Client Services area of our Operations team, based in Greater Vancouver. Our team is focused on providing distinctive, world-class servicing to our global client base of institutional and retail investors. Our purpose is to leave a positive and lasting impression on our clients that compels them to remain...

  • Investment Services Associate

    4 days ago

    Vancouver, British Columbia, Canada Raymond James Ltd. Full time

    Company OverviewRaymond James Ltd. is a leading independent investment dealer that offers high-quality investment products and services to Canadians seeking customized solutions for their wealth management needs.We develop, collaborate, decide, deliver, and improve together. Our commitment to people-first culture honors, values, respects the uniqueness,...

  • Investment Services Associate

    6 days ago

    Vancouver, British Columbia, Canada Raymond James Ltd. Full time

    Our ApproachRaymond James Ltd. is dedicated to delivering personalized investment solutions to Canadians, while maintaining a commitment to excellence and professionalism.Key AccountabilitiesThis role involves:Providing expert support to our branches, ensuring accurate and up-to-date client profile information;Contributing to the development of policies and...

  • Strategic Investment Associate

    6 days ago

    Vancouver, British Columbia, Canada Nicola Wealth Management Ltd. Full time

    About Our Team:We are a dynamic and intellectually challenging environment, offering strong deal flow and the opportunity to build knowledge in various investment strategies, transaction types, industries, structures, and business models with accelerated exposure and responsibility.Nicola Wealth Management Ltd. is an evergreen fund manager with a mandate to...

  • Investment Professional

    3 days ago

    Vancouver, British Columbia, Canada Onni Group Full time

    The Onni Group is a dynamic and results-driven organization seeking an Investment Associate to join our investment team. The ideal candidate will be responsible for researching, analyzing, and supporting investment decisions in both private and public markets.Key ResponsibilitiesConduct thorough industry, market, and competitor research to identify trends...

  • Investment Research Specialist

    3 days ago

    Vancouver, British Columbia, Canada Sandpiper Group - Real Estate Private Equity Full time

    Company OverviewSandpiper Group - Real Estate Private Equity is a Vancouver-based private equity firm focused on investing in real estate through direct property investments and securities.We are the pre-eminent activist investor in real estate in Canada. Our approach to underwriting opportunities allows us to invest with conviction and actively work to...

  • Investment Associate Role

    6 days ago

    Vancouver, British Columbia, Canada Krystal Growth Partners Full time

    Key ResponsibilitiesEvaluate new business opportunities and conduct market research to support due diligence efforts.Build and maintain financial models to assess debt financing options and support valuation conclusions.Drive market and operational due diligence activities, analyzing competitive landscapes and developing investment theses.Collaborate with...

  • Administrative Associate

    3 days ago

    Vancouver, British Columbia, Canada CC&L Investment Management Full time

    What You Bring Organization: You have a strong ability to multi-task, plan, follow-up with others on outstanding action items, and work well with deadlines while completing your work in an efficient manner. Proactive: You anticipate the needs of others, are thoughtful with planning, and demonstrate this through dialogue and action. Clear...

  • Investment Team Researcher

    4 days ago

    Vancouver, British Columbia, Canada Sandpiper Group - Real Estate Private Equity Full time

    Investment Team MemberWe are seeking a highly motivated and intellectually curious individual to join our investment team as a Research Associate. The successful candidate will have a strong interest in investments and a genuine curiosity about business. In this role, you will assist members of the investment team in conducting research and analysis on real...

  • Real Estate Investment Analyst

    3 days ago

    Vancouver, British Columbia, Canada Sandpiper Group - Real Estate Private Equity Full time

    Job DescriptionAs a key member of our Investment Team, the Research Associate plays a crucial role in driving our growth by conducting comprehensive research and analysis on real estate investment opportunities.The ideal candidate will possess strong research, project management, and analytical skills, with the ability to synthesize complex data and present...

  • Investment Sales Professional

    7 days ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    We are looking for a skilled Investment Sales Professional to join our team at Scotiabank. As an Investment Sales Professional, you will be responsible for promoting the development and sustainable growth of proprietary investment business in the assigned market area.You will execute on business development plans, identify additional investment business...

  • Investment Portfolio Manager

    14 hours ago

    Vancouver, British Columbia, Canada Harbourfront Wealth Management Full time

    As a Financial Growth Advisor at Harbourfront Wealth Management, you will play a key role in helping our clients achieve their financial goals. Our firm is dedicated to providing independent, unbiased advice to our clients, and we are seeking a talented Associate Investment Advisor to join our team.The ideal candidate will have a proven track record of...

  • Investment Support Associate

    6 days ago

    Vancouver, British Columbia, Canada OceanFront Wealth Inc. Full time

    OceanFront Wealth Inc. is committed to delivering exceptional investment services to our high-net-worth clients.Role OverviewThis mid-senior level position will focus on portfolio monitoring, trade execution, and operational efficiency.Main Responsibilities:Monitor client portfolios daily to ensure investments meet client objectives.Collaborate with...

  • Research Associate, Investment Support

    4 days ago

    Vancouver, British Columbia, Canada Sandpiper Group - Real Estate Private Equity Full time

    About UsSandpiper Group is a Vancouver-based private equity firm specializing in real estate investments through direct property acquisitions and securities.We are a prominent activist investor in the Canadian real estate market. Our thorough approach to underwriting opportunities enables us to invest with conviction and actively work to bridge the value gap...

  • Investment Management Associate

    6 days ago

    Vancouver, British Columbia, Canada OceanFront Wealth Inc. Full time

    OceanFront Wealth Inc. is a boutique wealth management firm dedicated to delivering exceptional investment solutions to high-net-worth individuals and families. As a Trading Analyst, you will be responsible for providing critical support to our Portfolio Managers in their efforts to achieve optimal portfolio performance.Key Responsibilities:Monitor client...