Investment Associate

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.

THE OPPORTUNITY

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

WHAT YOU'LL DO

In this role, you will be working as part of a four-person team with Cameron McLeod Wealth Management. This is a results-oriented team of investment professionals who are focused on providing exceptional client experience with a focus on discretionary portfolio management and holistic wealth services to individuals, investment corporations, trusts and non-profit organizations. This position offers competitive compensation, a collaborative work environment and an opportunity to grow and develop in the industry.

This role requires the successful candidate to work onsite in the office five days per week.

RESPONSIBILITIES

Analysis

• Conduct research on markets and investments; provide regular updates to the team
• Update investment model spreadsheets
• Support the team with trading and portfolio rebalancing
• Update slide decks for client meetings/presentations
• Assist with quarterly letters and 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 follow-up on tasks
• Liaise with clients' accountants for year-end tax filing
• Identify opportunities for clients to minimize taxes through appropriate strategies
• Maintain up-to-date records of clients' net-worth and cash flow statements

Administration

• Work with internal departments to facilitate client support
• Respond to client inquiries in a timely manner via email, phone and in-person
• Assist with new client onboarding
• Ensure client files and documentation are accurate and up-to-date using our Salesforce CRM

Marketing/Business Development

• Support the team with marketing material, website updates and client thought pieces
• Identify opportunities among the existing client base for asset consolidation and referrals
• Help manage a pipeline of prospects/leads to close new opportunities
• Deepen existing relationships with Centers of Influence (COIs) through ongoing engagement
• Develop strong internal/external networks for potential referral sources

COMPETENCIES

• Advising & Coaching – Use knowledge and relationships to assess the needs of internal or external stakeholders, come up with recommendations, and provide coaching or advice that helps them solve challenges, grow and/or reach their goals
• Business Development – Identify, qualify, pursue, and secure leads on new business opportunities to drive revenue growth and expand client base in target markets or customer segments
• Customer Relationship Management – Build, manage, and nurture client relationships, leveraging CRM tools to track interactions, understand client needs, and deliver consistent service
• Financial Planning – Develop comprehensive financial strategies or recommend products that align resources or assets with clients' long-term goals, balancing income, investments, savings, and expenditures
• Investment & Portfolio Management – Develop, implement, and monitor investment strategies to grow assets, manage risk, and achieve financial goals, while providing informed guidance and support to clients or stakeholders
• Regulatory Knowledge – Understand and apply relevant laws, regulations, and standards to meet legal and ethical requirements and reduce risk for clients and the firm
• Risk Assessment – Identify, analyze, and evaluate risks to make decisions and take actions that manage their likelihood and impact on achieving our objectives for the benefit of our clients, firm, and communities

KNOWLEDGE AND EXPERIENCE

• Minimum of 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 industry-recognized designations (eg., CFA, CFP or CIM)
• Intermediate to advanced knowledge of Microsoft 365 with a focus on Excel and VBA coding
• Knowledge of Broadridge's Dataphile and/or Salesforce is an asset
• Strong verbal and written communication and presentation skills
• Excellent attitude and interpersonal skills, ability to communicate and work collaboratively
• 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 $75,000 - $95,000/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 by December 8, 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.