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 a Team Lead, Registered Accounts to join our award-winning firm in the 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. This role requires a critical thinker and skillful decision maker, who can quickly adapt in a continuously changing regulatory environment.
RESPONSIBILITIES
- Guide Registered Accounts team members on client account activities related to registered products (RRSP, RESP, RRIF, RDSP, TFSA and FHSAs)
- Ensure standard operating procedures and updates are followed, and service level agreements are met
- Process Registered Accounts tax reporting
- Provide expert advice in Registered Accounts processes and best practices to Advisors and their advisory support teams
- Deliver client service excellence by responding to inquiries accurately and in a timely manner
- Participate in departmental training of new and existing Client Services and Retail team members
- Partner with advisory teams, Compliance, New Accounts, Estate and Trust, Accounts Transfers and Accounting departments to remain current on new developments and anticipate impacts to existing processes; execute changes as required
- Contribute to and lead continuous improvement initiatives related to best practices, operational efficiency and service levels
- Engage in ongoing learning and professional development to increase knowledge as a subject-matter expert
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
- Operational Policy and Procedures – Apply knowledge of the firm’s procedures and processes to execute work to a high standard of consistency, efficiency, compliance, and safety
- Project Management – Plan, coordinate, execute, and oversee projects, balancing time, resources, and scope to achieve objectives, support stakeholders, and meet deadlines
- Regulatory Knowledge – Understand and apply relevant laws, regulations, and standards to meet legal and ethical requirements and reduce risk for clients and the firm
- Systems and Application Proficiency – Use, maintain, manage, or improve specific systems or applications in our role to work effectively and efficiently
KNOWLEDGE AND EXPERIENCE
- Minimum 2-3 years of investment industry experience in Registered Accounts, with extensive knowledge of various registered plan types and processes
- People leadership experience is a strong asset
- Self-starter and continuous learner with the capacity to work independently, along with flexibility and willingness to assist others
- Critical thinker and skillful decision maker, adaptable in a changing regulatory environment
- Excellent organizational skills, able to prioritize important and time-sensitive tasks
- Ability to work efficiently and accurately in a fast-paced, dynamic environment, with a sharp eye for detail
- Strong verbal and written communication and presentation skills
- Experience with the Broadridge Dataphile platform or similar bookkeeping system
- Proficiency in MS 365 (Word, Excel and Outlook)
- Completion of securities and investment industry-related courses is an asset
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 values each individual’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 starts at $62,500 per year, plus eligibility for a performance-based bonus.
Our team is growing, and we have room for one more exceptional individual. If this opportunity aligns with your experience and career goals, we invite you to submit your cover letter and resume by July 24, 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.
