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 a Manager, Client Services to join our award-winning firm in the Vancouver office.
WHAT YOU’LL DO
The Manager, Client Services leads the Account Transfers and Registered Accounts teams in providing exemplary client service to advisory groups in a fast-paced, ever-changing regulatory environment. Reporting to the Senior Manager, Client Services, this role works in close collaboration with Compliance and other Client Services departments to ensure new and existing client account information is complete, accurate, compliant and processed in adherence with service level expectations.
The ideal candidate is an inspirational leader with highly developed influencing and communication skills. You are a critical thinker and a master at managing different stakeholders with competing interests. You are a subject-matter industry expert with diverse experience and in-depth knowledge of registered products, transfers, compliance, tax, trust and estates. Your leadership style is proactive, results-oriented and supportive with proven expertise in the transformation, development and empowerment of team members. You are both curious and passionate about continuous improvement and driving and effecting change in a demanding business environment. You are comfortable leading through change, uncertainty and ambiguity and savour the opportunity to collaborate and solve complex business challenges.
PEOPLE LEADERSHIP
PROCESS MANAGEMENT
PROFESSIONAL COMPETENCIES
KNOWLEDGE AND EXPERIENCE
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 of $82,000 – $90,000/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 to careers@odlumbrown.com by May 31, 2024.
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.
