Odlum Brown Limited is a century-old, independent investment firm dedicated to client-focused financial planning and community support, managing over $20 billion in client assets.
Vancouver, BC
For over 100 years, independent Canadian investment firm Odlum Brown has been helping clients achieve their financial goals. By gaining a deep understanding of what wealth means to each client, Odlum Brown advisors make a difference for clients through disciplined investment advice integrated with the firm’s financial planning expertise. Odlum Brown also invests in the communities where its clients and team members live and work through its passionate support of over 150 organizations across Canada. In addition, the firm has earned prestigious national recognition as one of Canada’s Best Managed Companies since 1999 and one of Canada’s Most Admired Corporate Cultures since 2017. With six locations, 400 team members and over $25 billion in client assets under management, Odlum Brown’s growth and longevity are a testament to the firm’s strong commitment to its core values, common purpose and client-focused approach.
On-site · Vancouver
The Investment Assistant provides comprehensive portfolio and administrative support, including processing transactions and maintaining investment records. They also manage client relationships by resolving inquiries, preparing meeting materials, and supporting marketing initiatives.
On-site · Vancouver
The Investment Assistant will provide portfolio and administrative support, including processing transactions and preparing investment reports. They will also manage client relationships by responding to inquiries, maintaining records, and coordinating client meetings.