Show Filters
16 days ago

Investment Assistant

Part Time / Full Time
Odlum Brown Limited
Fraser Valley, BC
km
12 days ago

Content Manager

Part Time / Full Time
iLobby® Facility & Visitor Management
North York, ON
km
1 day ago

Data Center Construction Manager

Part Time / Full Time
Insight Global
Lévis, QC
km
14 hours ago

Branch Manager

Part Time / Full Time
Gescan
Whistler, BC
km
9 days ago

Forensic Investigator Manager

Part Time / Full Time
Goldbeck Recruiting
Toronto, ON
km
16 days ago

Senior Manager - Data Engineering

Part Time / Full Time
AutoTrader.ca
Greater Toronto Area, BC
km
12 days ago

Allstate Sales Agent

Part Time / Full Time
Allstate Canada
Markham, ON
km
9 days ago

Bilingual Customer Support Specialist

Part Time / Full Time
Brim Financial
Toronto, ON
515.7 km
6 days ago

CAD Design Cost Manager

Part Time / Full Time
Maxxit Group
Toronto, ON
km
12 days ago

District Manager

Part Time / Full Time
ADP
Mississauga, ON
km
6 days ago

Plant Manager

Part Time / Full Time
Ice River Sustainable Solutions
Feversham, ON
624.6 km
11 days ago

Field Sales Associate - Vancouver Island South

Part Time / Full Time
Declaration Wine & Spirits Inc.
Victoria, BC
km
5 days ago

Outdoor Sales Representative

Part Time / Full Time
Arrow Workforce Solutions
Mississauga, ON
522.8 km
12 days ago

VIP Manager

Part Time / Full Time
Boyd Interactive
North York, ON
km
9 days ago

Manager, Post Collections

Part Time / Full Time
Recycle BC
Vancouver, BC
km
6 days ago

Gestionnaire de contenu / Content manager

Part Time / Full Time
Prana
Montréal, QC
km
15 hours ago

Operations Manager

Part Time / Full Time
QAI Laboratories
Greater Toronto Area, BC
km
1 month ago

General Manager

Part Time / Full Time
Fraser Valley Cataract and Laser
Surrey, BC
3803.0 km
9 days ago

Ecommerce Marketing Manager

Part Time / Full Time
TUFF Media
Vancouver, BC
km
5 days ago

Inside Sales Representative

Part Time / Full Time
Utilismart Corporation
London, ON
km
1 month ago

Inside Sales Representative

Part Time / Full Time
Net2Source Inc.
St. Catharines, ON
465.2 km
17 days ago

Director of Customer Solutions and Distribution Centre Operations

Part Time / Full Time
KTI Limited
Aurora, ON
km
16 days ago

Outside Sales Associate

Part Time / Full Time
Tremco CPG Inc.
Barrie, ON
km
9 days ago

Executive Assistant

Part Time / Full Time
Kelly Services (Canada), Ltd.
Mississauga, ON
km
6 days ago

Medical Driver - Service Technician

Part Time / Full Time
N-Two Cryogenic, Inc
North York, ON
km
12 days ago

Sr. Manager of Human Resources Administration

Part Time / Full Time
Oakleaf Partnership Limited
Toronto, ON
km
12 days ago

Human Resource Manager - #16499

Part Time / Full Time
Kent Legal
Toronto, ON
km
10 days ago

Sales Manager

Part Time / Full Time
Eastgate Ford
Hamilton, ON
km
12 days ago

Director of Sales - Foodservice

Part Time / Full Time
Magnet Search Group Inc.
Markham, ON
km
12 days ago

Account Manager

Part Time / Full Time
Univar Solutions
Toronto, ON
km
1 month ago

Purchasing Manager

Part Time / Full Time
RDJ Bakeries Ltd.
Cambridge, ON
539.9 km
12 days ago

Administrative Associate

Part Time / Full Time
RxSource
Toronto, ON
km
12 days ago

Amazon Channel Manager

Part Time / Full Time
LUS Brands
Mississauga, ON
km
11 days ago

Senior Manager, Assessment Design and Analytics

Part Time / Full Time
Rosedale International Education
Markham, ON
km
12 days ago

Customer Service Specialist

Part Time / Full Time
Beiersdorf
Montréal, QC
km
17 days ago

Project Manager, Development & Manufacturing

Part Time / Full Time
Vetio Animal Health
Montreal, QC
654.6 km
12 days ago

Assistant Store Manager, Royalmount

Part Time / Full Time
Michael Kors
Montréal, QC
km
12 days ago

Business Project Manager- NACB Client Services

Part Time / Full Time
Calculated Hire
Toronto, ON
km
19 days ago

FMCG Sales Account Manager

Part Time / Full Time
BSA WIBERG
Oakville, ON
511.7 km
17 days ago

Assistant Controller

Part Time / Full Time
BGO
Vancouver, BC
km
3 days ago

Personal Assistant

Part Time / Full Time
Corkin Gallery
Toronto, ON
km
3 days ago

Digital Marketing Assistant

Part Time / Full Time
Liteline Corporation
Richmond Hill, ON
km
15 days ago

Sales Manager

Part Time / Full Time
Toshont Power Products Inc
Burlington, ON
km
12 days ago

Marketing Assistant

Part Time / Full Time
Peaked Innovations
Vancouver, BC
km
11 days ago

Transportation Manager

Part Time / Full Time
Robert Half
Richmond, BC
km
23 days ago

HVAC Technical Sales Representative

Part Time / Full Time
Engineered Air
London, ON
570.6 km
12 days ago

Inside Sales – B2C Channel & Commercial Sales Support

Part Time / Full Time
Groupe ISN Canada Inc.
Calgary, AB
km
9 days ago

Administrative Assistant

Part Time / Full Time
BJRC Recruiting
Toronto, ON
km
12 days ago

Account Manager

Part Time / Full Time
Goldenbridge Talent Solutions
Toronto, ON
km
3 days ago

Warranty Customer Service Coordinator

Part Time / Full Time
MHB Group Canada
North York, ON
km
Get similar jobs delivered to your inbox.

Create a job alert for this search and be notified as soon as similar jobs are posted.

Get recruited and apply to jobs in seconds

Investment Assistant Part Time / Full Time

16 days ago

Investment Assistant

calendar_today
Immediate Start

Job Description

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 two Investment Assistants to join our award-winning firm at our Chilliwack and Langley offices. The successful candidates will each have an opportunity to support a team of Portfolio Managers who focus on conservative, long-term investing under a discretionary managed account format. Each team seeks a candidate devoted to the team’s enduring success, reciprocated by the team’s commitment to nurture the professional growth of the successful candidate.


WHAT YOU’LL DO

You will provide administrative support to Investment Advisors. The ideal candidate has a strong client service orientation and takes pride in their work. They have a proven history of building relationships with clients and are proactive and engaged. The ideal candidate is looking for a long-term fit in an administrative role.


RESPONSIBILITIES

  • client account documentation and follow through to account opening
  • mutual fund, equity and fixed income trades
  • and track account transfers
  • daily, weekly and monthly reporting
  • materials and coordinate logistics for client meetings
  • with client outreach including email, correspondence and telephone communication
  • aspects of general administration


KNOWLEDGE AND EXPERIENCE

  • Minimum of 2 to 3 years of administrative experience within the banking, securities and/or brokerage industry
  • Completion of the Canadian Securities Course and the Conduct and Practices Handbook Course to meet the qualifications necessary to be approved as an Investment Representative
  • Intermediate knowledge of MS Word, Excel and Outlook
  • Knowledge of Broadridge’s Dataphile and/or Salesforce is an asset
  • Exceptional verbal and written communication skills
  • Articulate, tactful and confident interacting with clients
  • Exceptional attention to detail and skilled at working efficiently and accurately
  • A team player with a proven track record of building trusting and productive relationships with colleagues and clients alike
  • Strong analytical and organizational skills, with the ability to manage multiple priorities
  • 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 $53,000 – $60,000/year, plus the potential for bonuses.


Our team is growing, and we’ve got room for two 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 June 7, 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.


Requirements

  • Work Permit

About Odlum Brown Limited

Odlum Brown Limited in Fraser Valley, British Columbia, Canada

View Company

Be the first to be notified about new Investment Assistant jobs near undefined, Pennsylvania

I agree to receive jobs matching this search by email and I agree to the Terms. I can cancel alerts at any time.
This site is protected by reCAPTCHA and the Google
Privacy Policy and Terms of Service apply.