Investment Assistant

6 months ago


Vancouver, Canada Odlum Brown 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 two Investment Assistants to join our award-wining firm in the Vancouver office**.

**WHAT YOU’LL DO**
orientation and takes pride in their work. They have a proven history of building relationships with clients and are

**RESPONSIBILITIES**
- Coordinate client account documentation and follow through to account opening
- Execute mutual fund, equity and fixed income trades
- Initiate and track account transfers
- Provide daily, weekly and monthly reporting
- Prepare materials and coordinate logistics for client meetings
- Various aspects of general administration

**KNOWLEDGE AND EXPERIENCE**:

- Minimum of 2 to 3 years of administrative experience within the banking, securities and/or brokerage industry- Completion of the Canadian Securities Course and the Conduct and Practices Handbook Course to meet the
- qualifications necessary to be approved as an Investment Representative- Intermediate knowledge of MS Word, Excel and Outlook
- Knowledge of Broadridge’s Dataphile and/or Salesforce is an asset
- Exceptional verbal and written communication skills
- Articulate, tactful and confident interacting with clients
- Exceptional attention to detail and skilled at working efficiently and accurately
- A team player with a proven track record of building trusting and productive relationships with colleagues
- and clients alike- Strong analytical and organizational skills, with the ability to manage multiple priorities
- 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 $53,000 - $60,000/year, plus the
potential for bonuses.

Our team is growing, and we’ve got room for two 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

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

    5 months ago


    Vancouver, Canada InBC Investment Corp Full time

    **About InBC** InBC Investment Corp. (InBC) is a strategic investment fund created by the Government of British Columbia with $500 million to invest in growing companies and venture funds to benefit the people of British Columbia. With a triple bottom line mandate to value people, planet and profit, we are investing to generate financial returns alongside...


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

    We are seeking an experienced Investment Analyst Lead to join our team at CC&L Investment Management. This role offers a unique opportunity to leverage your skills and expertise in quantitative equity to drive business growth and success.About the RoleAs an Investment Analyst Lead, you will be responsible for leading a team of investment analysts in...

  • Investment Assistant

    6 months ago


    Vancouver, Canada Odlum Brown 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...


  • Vancouver, British Columbia, Canada RBC Phillips, Hager & North Investment Counsel Inc. Full time

    Opportunity OverviewRBC PH&N Investment Counsel, a leading boutique investment counselling firm, seeks a Private Client Associate to join their Vancouver main branch. As a key member of a high-performing team, you will assist Investment Counsellors in delivering exceptional service to high-net-worth clients and partners.ResponsibilitiesInvestigate and...

  • Investment Assistant

    2 months ago


    Vancouver, Canada Odlum Brown 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...


  • Vancouver, British Columbia, Canada Connor, Clark & Lunn Investment Management Ltd. Full time

    About the RoleWe are seeking a highly skilled Regulatory Affairs Associate to join our team at Connor, Clark & Lunn Investment Management Ltd. In this role, you will be responsible for ensuring compliance with regulatory requirements and providing support to our investment teams.Key ResponsibilitiesDevelop and maintain knowledge of relevant regulatory...


  • Vancouver, Canada Scotiabank Full time

    Requisition ID: 182302 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job** As a Scotiabank **Investment Specialist **Administrative Assistant, **you will be responsible for working with an Investment Specialist(s) in support of their development of new wealth management business...

  • Investment Assistant

    1 month ago


    Vancouver, Canada Odlum Brown 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...

  • Investment Assistant

    6 months ago


    Vancouver, Canada Odlum Brown 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...


  • Vancouver, Canada Scotiabank Full time

    Requisition ID: 200328 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, Administrative Assistant, you will be primarily responsible for working with Investment Specialists to support the development of new wealth management business acquisitions and relationships in target...


  • Vancouver, Canada Scotiabank Full time

    Requisition ID: 208938 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, Administrative Assistant, you will be primarily responsible for working with Investment Specialists to support the development of new wealth management business acquisitions and relationships in target...


  • Vancouver, British Columbia, Canada GSJ INVESTMENT INC Full time

    About GSJ INVESTMENT INCGSJ INVESTMENT INC is a dynamic company that offers exciting opportunities for financial professionals to grow and develop their careers.Job SummaryWe are seeking a highly skilled Financial Accountant Assistant to join our team. The successful candidate will be responsible for providing administrative support in the accounting...

  • Investment Associate

    6 months ago


    Vancouver, Canada Canaccord Genuity Corp. Full time

    Annual Salary: $45,000 - $55,000 Who we are: Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships - we achieve this by generating value...


  • Vancouver, Canada iA Groupe financier iA Financial Group Full time

    **PPI company overview**: **PPI (an independent subsidiary of iA Financial)** is an Insurance Marketing Organization that sits between independent advisors and insurance companies. From coast-to-coast, we provide value-added services and support such as digital tools, education, marketing, and processing, to help Advisors elevate and grow their business with...


  • Vancouver, Canada Enoch Wealth Inc. Full time

    Enoch Wealth is a registered Exempt Market Dealer (EMD) with the BC and Ontario Securities Commissions founded in 2015. Enoch has provided investment services to thousands of high-net-worth clients in Canada. As one of the top EMDs in Canada, we have an advisory team of more than 60 professionals and a robust platform with strong processes, compliance...


  • Vancouver, Canada Enoch Wealth Inc. Full time

    Enoch Wealth is a registered Exempt Market Dealer (EMD) with the BC and Ontario Securities Commissions founded in 2015. Enoch has provided investment services to thousands of high-net-worth clients in Canada. As one of the top EMDs in Canada, we have an advisory team of more than 60 professionals and a robust platform with strong processes, compliance...


  • Vancouver, Canada Enoch Wealth Inc. Full time

    Enoch Wealth is a registered Exempt Market Dealer (EMD) with the BC and Ontario Securities Commissions founded in 2015. Enoch has provided investment services to thousands of high-net-worth clients in Canada. As one of the top EMDs in Canada, we have an advisory team of more than 60 professionals and a robust platform with strong processes, compliance...

  • Investment Specialist

    2 weeks ago


    Vancouver, Canada HUB International Full time

    **HUB Financial**: - Investment Specialist, Western Canada _ HUB Financial, a division of HUB International, is one of North America's leading insurance brokerages. Specializing in life insurance, investments, and wealth management, we provide independent financial advisors with a wide range of products, resources, and tools to help them succeed. Our...


  • Vancouver, British Columbia, Canada Pathfinder Asset Management Limited Full time

    Pathfinder Asset Management Limited is a leading Investment Counsel operating across Canada. Our offices are located in Vancouver and Edmonton.We focus on delivering strong performance and risk-managed results for our clients. Our Equally Invested culture means that employees pay the same fees as clients and invest in the same mandates.We build trusting...


  • Vancouver, Canada Pathfinder Asset Management Limited Full time

    Pathfinder Asset Management Limited is a full-service Investment Counsel operating across Canada with office presence in Vancouver and Edmonton.Since the beginning, our focus has been the stewardship of investment portfolios for motivated investors, seeking strong performance and risk-managed results.Pathfinder holds true to its Equally Invested culture,...