Investment Associate

3 weeks ago


Vancouver, Canada Odlum Brown Full time

**ODLUMBROWN.COM**

**Investment Associate - Vancouver**

**FIRM OVERVIEW**
Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent,
full-service investment firm for 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 culture that we have built and sustained for many 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 and every other variety of person you can imagine. 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 currently have an opportunity for an Investment Associate to join our award-winning firm in our Vancouver**
**office.**

In this role, you will work directly with a results-oriented team of investment professionals who are focused on
providing exceptional client experience with value-added services. This position offers competitive compensation, a
collaborative work environment and an opportunity to grow and develop in the industry.

**RESPONSIBILITIES**
- Focus on exceptional client experience including onboarding, execution of trades, report preparation and

ongoing communication
- Assess clients’ needs and objectives, then assist in structuring portfolios appropriate for clients
- Contribute to the growth and development of the business, including team project work
- Various aspects of general administration - including client correspondence and telephone communication***
- Participate in client planning process, including client data collection and liaising with Odlum Brown Financial
Services Limited* to prepare financial projections

***
**KNOWLEDGE AND EXPERIENCE**
- Registered in good standing as a Registered Representative with IIROC
- Additional industry-recognized designations, certification or charter (e.g., CFP or CIM®)
- Three to five years of relevant investment industry experience
- High level of professionalism and strong communication skills
- Ability to readily discuss firm recommendations
- Experience with more complex situations including division of family assets, trusts and estates
- Solid working knowledge of MS


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