20 meilleures offres (level investment, vancouver, bc) (à pourvoir)

Investment Assistant (Req 133)
Odlum Brown —Vancouver, BC
- De 65 000 $ à 75 000 $ par an
- Temps plein
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
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Investment Assistant (Req 130)
Odlum Brown —Vancouver, BC
- De 70 000 $ à 80 000 $ par an
- Temps plein
- Microsoft Excel
- Salesforce
- Compétences rédactionnelles
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il y a 11 jours
Senior Bookkeeper / Bookkeeping Manager / Personal Tax Preparer
Stage One Accounting (1999) Inc. —Burnaby, BC
- De 90 000 $ à 110 000 $ par an
- Temps plein
- Microsoft Excel
- Anglais
- Esprit d'analyse
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VCIO
MSP OPERATIONAL CORP —Vancouver, BC
- De 100 000 $ à 110 000 $ par an
- Temps plein
- Azure
- PMP
- Microsoft Office
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Senior Associate, Securities Services
Canaccord Genuity Corp. —Vancouver, BC
- De 55 000 $ à 60 000 $ par an
- Heures supplémentaires
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Senior Investment Associate
Canaccord Genuity Corp. —Vancouver, BC
- De 65 000 $ à 75 000 $ par an
- Temps plein
- Salesforce
- Microsoft Office
- Sens de l'organisation
Junior Accountant
Beedie —Burnaby, BC
- De 50 000 $ à 60 000 $ par an
- Temps plein
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Financial Planner
Canaccord Genuity Corp. —Vancouver, BC
- De 75 000 $ à 85 000 $ par an
- Temps plein
- Capacités de présentation
- Compétences en communication
Senior Software Implementation Consultant
TradeBeyond (CBX Software) —Vancouver, BC
- À partir de 80 000 $ par an
- Temps plein
- Déplacements à prévoir jusqu'à 50%
- PMP
- Ingénierie
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Head of Automation, AI & OT
Chewters Chocolates —Delta, BC
- De 125 000 $ à 150 000 $ par an
- Temps plein
- Ingénierie
- En présentiel
- Production
- Assurance Dentaire
- Assurance Vision
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Associate, Relationship Manager
Canaccord Genuity Corp. —Vancouver, BC
- De 70 000 $ à 75 000 $ par an
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Senior Financial Advisor MFDA
CIBC —Vancouver, BC
- Temps plein
Lead DevOps & Platform Engineer
Canada Cloud Pharmacy —Vancouver, BC
- De 140 000 $ à 160 000 $ par an
- Temps plein
- Travail hybride
- Azure
- Informatique
- DevOps
- Jours fériés payés
- Assurance Dentaire
il y a 12 jours
Director, Merchandising
Article —Vancouver, BC
- De 200 000 $ à 240 000 $ par an
- Temps plein
- Travail hybride
- Microsoft Excel
- Marchandisage
- Esprit d'analyse
- Assurance Dentaire
- Congés payés
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Senior Accountant, Corporate Accounting
Beedie —Burnaby, BC
- De 85 000 $ à 100 000 $ par an
- Temps plein
- Microsoft Excel
- Baccalauréat
- Compétences en communication
Investment Portfolio Manager (Advising Representative)
ModernAdvisor —Vancouver, BC
- De 110 000 $ à 150 000 $ par an
- Temps plein
- Travail hybride
- Baccalauréat
- Sens de l'organisation
- Construction et rénovation
- Assurance Dentaire
- Congés payés
Postuler rapidement
il y a 5 jours
Personal & Executive Assistant
Kingdom Property Investment Ltd. —Richmond, BC
- De 45 000 $ à 60 000 $ par an
- Temps plein
- Microsoft Powerpoint
- Microsoft Excel
- Anglais
- Congés payés
Postuler rapidement
il y a 12 jours
Business Development & Client Experience Manager (Healthcare)
Family Innovation Corp. —Vancouver, BC
- De 80 000 $ à 100 000 $ par an
- Temps plein
- Expérience en gestion
- Développement commercial
- Sens de l'organisation
Hands On Accountant - Real Estate & Investments
AudreyZ Recruiting Ltd —Vancouver, BC
- De 80 000 $ à 90 000 $ par an
- Temps plein
- Diplôme d'études secondaires
- Comptabilité
- En présentiel
- Assurance Dentaire
- Congés payés
Postuler rapidement
il y a 5 jours
New Accounts Administrator
Odlum Brown —Vancouver, BC
- De 50 000 $ à 55 000 $ par an
- Temps plein
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Postuler rapidement
il y a 13 jours

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Investment Assistant (Req 133)

Odlum Brown -
Vancouver, BC

Postuler rapidement

Détails du poste

Permanent | Temps plein
De 65 000 $ à 75 000 $ par an

Profil recherché

Microsoft Word
Investissement
Microsoft Excel
Microsoft Outlook
Esprit d'analyse
Baccalauréat
Sens de l'organisation
Compétences en communication

Description complète du poste

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 Portfolio Manager Zdenka Gomes, the successful candidate is client-focused and detail-oriented. You take ownership of your responsibilities, adapt to changing priorities, and contribute 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 with a Portfolio Manager who supports professional development and high standards, we would love to meet you.
RESPONSIBILITIES
Portfolio and Administrative Support

Process wires, EFTs, contributions, withdrawals, and transfers transactions 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 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

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
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
Self-motivated, 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 value each person’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 talented professional. If this opportunity aligns with your experience and career goals, we invite you to submit your cover letter and resume by August 4, 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 [email protected].
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.

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level investment emplois - vancouver, bc

Investment Assistant (Req 133)

Investment Assistant (Req 130)

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Personal & Executive Assistant

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Hands On Accountant - Real Estate & Investments

New Accounts Administrator

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : level investment (vancouver, bc)

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