Team Lead, Registered Accounts

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.

Opportunity

We have an opportunity for a Team Lead, Registered Accounts to join our award‑winning firm in our Vancouver office.

What You’ll Do

We are seeking an experienced subject‑matter expert with strong knowledge of registered products and client account processing. Reporting to the Supervisor, Registered Accounts, the ideal candidate is committed to client service excellence, detail‑oriented and driven to provide exemplary support to advisory groups in a fast‑paced environment.

Responsibilities

• Guide Registered Accounts team members on client account activities related to registered p...