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. 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 a highly successful, six-person investment team in our Vancouver office.

The team is focused on delivering investment guidance and services tailored to high-net-worth individuals and families. Always putting clients first and looking for opportunities to go the extra mile, the team members enjoy working together while learning from and supporting each other. The ideal candidate has a similar client-first philosophy and works well in a team environment .

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 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 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 – $120,0000/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 careersodlumbrown.com by September 16, 2024 .