portfolio assistant jobs

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 Assistant to join our award-winning firm in the Vancouver office.
WHAT YOU’LL DO
Working with up to three Investment Advisors, we are looking for an experienced Investment Representative with the Canadian Investment Regulatory Organization (CIRO). The ideal candidate is client-focused, detailed-oriented, takes ownership, adapts to changing priorities, and contributes to a culture that values client service, teamwork, and continuous growth.
We are passionate about building long-term relationships with clients and guiding them through all stages of life with personalized investment advice. If you are looking for a long-term opportunity that supports professional development and cultivates high standards, we would love to meet you.
This role requires the successful candidate to work onsite in the office five days per week.
RESPONSIBILITIES
Portfolio and Administrative Support

• Process transactions such as wires, EFTs, contributions, withdrawals, and transfers in a timely manner
• Facilitate account opening
• Prepare investment performance and quarterly reports
• Document transactions and client communications and ensure regulatory compliance

Client Support and Relationship Management

• Collaborate with the Investment Advisors, Portfolio Manager and client service teams to deliver a seamless client experience and contribute to internal improvements
• Respond to client calls and emails, resolve inquiries regarding account activity and performance, and escalate issues as needed
• Maintain accurate client records and ensure compliance with KYC/AML regulations
• Execute mutual fund, equity and fixed income trades
• Schedule and prepare materials for client meetings, including portfolio reviews and investment proposals

Marketing and Social Media

• Post to LinkedIn and other social media platforms
• Support the creation and distribution of various client and prospect communication pieces
• Coordinate client and prospect events

COMPETENCIES

• Analysis – Assess quantitative and qualitative data, information, or situations to understand the most important details, identify patterns or meaning, and translate it into useful recommendations, decisions, or actions
• Coordination – Prioritize, organize, and manage information, people, assets, resources, messages, tasks and/or activities to achieve a goal within timelines
• Customer Service – Determine needs, capture relevant information, apply internal policy or regulation, and escalate and prioritize the requests of customers to answer inquiries, fulfill transactions, or resolve issues
• Digital Literacy – Use technology, tools, and online resources to find, create, and communicate information or apply new digital tools or systems to do our work, while staying safe and responsible in digital environments
• Investment and 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
• Product Knowledge – Maintain and deepen knowledge of company products, services and/or applications in order to align features, benefits, and uses to client or stakeholder needs
• Regulatory Knowledge – Understand and apply relevant laws, regulations, and standards to meet legal and ethical requirements and reduce risk for clients and the organization

KNOWLEDGE AND EXPERIENCE

• Minimum 3 years of client-facing experience within the investment industry
• Registered with CIRO as an Investment Representative in good standing
• Intermediate knowledge of Microsoft 365 (Word, Excel and Outlook)
• Knowledge of Broadridge’s Dataphile and/or Salesforce is an asset
• Strong verbal and written communication skills to create clear, engaging, and professional content
• Articulate, tactful and confident interacting with clients
• Exceptional attention to detail and skilled at working efficiently and accurately
• Team player with a proven record of building trusting and productive relationships
• Strong analytical and organizational skills, with the ability to manage multiple priorities
• Disciplined, driven and operates with a high level of accountability
• Social media experience is an asset

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 values everyone’s contribution.
We offer a competitive and equitable total rewards package, including mentorship programs and meaningful professional development to support your continued growth. The expected salary and commission range for this role is $65,000- $75,000 per year, plus eligibility for a performance-based bonus.
Our team is growing, and we have room for one more exceptional individual. If this opportunity aligns with your experience and career goals, we invite you to submit your cover letter and resume by June 24, 2026.
Candidates must be legally eligible to work in Canada. Any employment restrictions must be disclosed at the time of application, with supporting documentation provided prior to a potential offer of employment.
We are committed to fostering an inclusive and accessible workplace where all team members feel valued and supported. If you require accommodation during the recruitment process, please email us at careers@odlumbrown.com.
We appreciate your interest and thank you for considering this opportunity. We will contact candidates whose qualifications most closely align with the requirements for the role.