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Added 4 hours ago
FC
Associate, Compensation (12 to 15-month contract)
Fiera Capital
Montreal, QC
- Full-time
Fiera Capital is a global independent asset manager with an entrepreneurial culture and a clear vision: to deliver disciplined, high-conviction investment solutions that create lasting…
Added 21 hours ago
Customer Experience Associate - Courtenay BC (18.75hrs/week)
Scotiabank
Courtenay, BC
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Added 21 hours ago
Customer Experience Associate - Courtenay BC (30hrs/week)
Scotiabank
Courtenay, BC
…and private banking, corporate and investment banking, and capital…
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Customer Experience Associate - Courtenay BC (18.75hrs/week)
Scotiabank
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…and private banking, corporate and investment banking, and capital…
Added 1 day ago
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Senior Customer Experience Associate - Mount Forest (22.5 hours/week)
Scotiabank
Mount Forest, ON
- Full-time
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Added 1 day ago
PI
Business Development Manager ( Inside Sales)
PICTON Investments
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
…30, 2026) for institutional and retail clients, we navigate markets with conviction, resilience, and a forward-thinking…
Added 1 day ago
RB
Analyst, Trade Support
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Toronto, ON
- Full-time
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Added 1 day ago
Customer Experience Associate - Hillside Shopping Centre, Victoria BC (22.5hrs/week)
Scotiabank
Victoria, BC
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ScotiaMcLeod Investment Associate - Toronto
Scotia Wealth Management
Toronto, ON
- Full-time
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Added 1 day ago
AI
Equity Research Associate (Toronto or Boston)
AGF Investments
Toronto, ON
- $85,000 to $120,000 CAD / year
- Full-time
…companies deliver excellence in investing in the public and private markets through three business lines: AGF Investments, AGF Capital Partners and AGF Private…
Added 1 day ago
T
Data Analytics Associate, CIB Business Management
TD
Toronto, ON
- Full-time
The Associate will contribute to CIB performance optimization, with particular emphasis on cross-sell, client coverage, RAROC, coverage capacity, revenue and profitability, pipeline…
Added 1 day ago
MR
Assistant Professor of Finance (Limited-Term)
Mount Royal University
Calgary, AB
- Part-time
…prepared to write the examinations leading to the Qualified Associate Financial Planner ® (QAFP) or Certified Financial Planner ® (CFP) designation. The Department also offers the BBA…
Added 1 day ago
R
Analyst, Trade Support
RBC
Toronto, ON
- Full-time
RBC Capital Markets is hiring an Analyst to join the Middle Office Trade Support team within Operational Services, based in Toronto. In this role, you will support the timely and accurate…
Added 1 day ago
Customer Experience Associate - Glenmore Square Branch, AB (30 hours/week) Contract, April 2027
Scotiabank
Calgary, AB
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Added 1 day ago
AM
Equity Research Associate (Toronto or Boston)
AGF Management
Toronto, ON
- $85,000 to $120,000 CAD / year
- Full-time
…companies deliver excellence in investing in the public and private markets through three business lines: AGF Investments, AGF Capital Partners and AGF Private…
Added 1 day ago
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Windsor, ON
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Partner Operations Program Manager, Associate
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Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive…
Added 1 day ago
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Client Service Associate London, ON
MD Financial Management | Gestion financière MD
London, ON
- Full-time
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Added 1 day ago
Customer Experience Associate - Broadway & Commercial Branch, Vancouver, BC(18.75Hours/Week)
Scotiabank
Vancouver, BC
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Added 1 day ago
Senior Customer Experience Associate - Nordel Crossing, Surrey, BC(30Hours/Week)
Scotiabank
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Added 1 day ago
Tax Administrator, Scotiatrust - Ottawa, ON
Scotiabank
Ottawa, ON
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Added 1 day ago
TM
Client Service Project Manager - Financial Print (2nd Shift)
Toppan Merrill
Toronto, ON
- $20 to $40 CAD / hour
- Full-time
…Merrill is a leading partner for the financial, legal, health and capital…
Added 1 day ago
Sales Associate, Sales & Partnerships - Scotia iTRADE (Cantonese)
Scotiabank
Toronto, ON
The Sales Associate contributes to the overall success of the Sales & Partnerships team in Canada, ensuring specific individual goals and initiatives are delivered in support of the team’s…
Added 2 days ago
T
Compliance Associate Rotational Program
TD
Toronto, ON
- Full-time
…TD by our customers, employees, regulators, investors, and…

Ventum Financial Corp.

Associate, Institutional Sales & Settlements

Vancouver, BC, Canada

$55,000 to $65,000 CAD / year · Full-time

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Job details

Pay: $55,000 to $65,000 CAD / year
Job type: Full-time
Experience: Approximately 1–2 years of experience in capital markets, financial services, brokerage operations, settlements, institutional sales support or a related area.
Posting language: English
Posted: Oct 9, 2026

Original job description

Position Overview

Ventum Financial is seeking a motivated and detail-oriented entry level Associate, Institutional Sales & Settlements to join our Institutional Sales & Trading team in Vancouver.

This is a hybrid role combining institutional sales support, trade settlement responsibilities and client service. The successful candidate will work closely with Institutional Sales, Trading, Operations and other areas of Capital Markets to help ensure the smooth execution and settlement of client activity while supporting the broader commercial objectives of the desk.

The role is designed for someone early in their capital markets career who is highly organized, comfortable working in a fast-paced environment and interested in developing toward a more client-facing institutional sales role over time.

Key Responsibilities

Institutional Sales & Client Support

Support the Vancouver Institutional Sales team with day-to-day client coverage and sales activities.
Assist in the preparation and distribution of research, market commentary, corporate updates and other relevant information to institutional clients.
Help coordinate client meetings, analyst calls, corporate marketing and other client-facing activities.
Maintain accurate client contact information, distribution lists and internal records.
Monitor client activity and work with the Sales and Trading teams to ensure timely follow-up on client requests.
Assist with the preparation of daily and weekly sales materials, market updates and internal reporting.
Develop an understanding of Ventum's research coverage, corporate relationships and broader Capital Markets platform.
Build familiarity with institutional clients, their investment strategies and areas of interest.
Over time, begin developing direct client relationships and assuming increased responsibility for institutional account coverage.

Trade Settlements & Operational Support

Support the accurate and timely settlement of institutional equity trades.
Monitor outstanding trades and settlement exceptions and work proactively to resolve issues.
Liaise with clients, custodians, Operations, Trading and other internal teams regarding settlement instructions, trade discrepancies and outstanding items.
Assist with trade allocations, confirmations and settlement-related inquiries.
Maintain accurate settlement instructions and client account information.
Identify potential settlement issues early and escalate them appropriately.
Help ensure trades are processed in accordance with internal policies, regulatory requirements and established controls.
Work closely with the firm's Operations team to minimize trade fails and resolve outstanding settlement items efficiently.
Support client onboarding and account maintenance activities in coordination with Operations and Compliance where required.

What We Are Looking For

Approximately 1–2 years of experience in capital markets, financial services, brokerage operations, settlements, institutional sales support or a related area.
University degree or college diploma in business, finance, economics or a related discipline is preferred.
Strong interest in financial markets and a desire to build a career in Institutional Sales & Trading.
Exceptional attention to detail and a strong sense of personal accountability.
Ability to manage multiple priorities and deadlines in a fast-moving environment.
Strong written and verbal communication skills.
Confident, professional and comfortable interacting with both clients and internal stakeholders.
Strong working knowledge of Microsoft Excel, Outlook and other Microsoft Office applications.
Experience with Bloomberg, trading systems, CRM platforms or securities settlement systems would be an asset.
Existing industry courses or registrations are an asset; willingness to complete any required licensing or registration is expected.

Personal Attributes

We are looking for someone who:

Shows up prepared and ready to contribute.
Takes ownership rather than waiting to be asked.
Has a strong attention to detail and understands that small errors can have meaningful consequences.
Communicates quickly when an issue arises.
Is comfortable working as part of a team and helping wherever required.
Has genuine curiosity about markets, companies and investing.
Enjoys working with people and has the potential to develop strong institutional client relationships.
Wants to learn and take on increasing responsibility.

What Success Looks Like

In the first year, the successful candidate will:

Become a reliable resource for the Vancouver Institutional Sales & Trading team.
Develop a strong understanding of the institutional trade lifecycle and settlement process.
Demonstrate accuracy and ownership of settlement responsibilities.
Build working relationships with institutional clients and their operations teams.
Develop familiarity with Ventum's Research platform, covered companies and institutional client base.
Begin contributing proactively to client coverage and commercial opportunities.
Demonstrate the potential to assume greater institutional sales responsibilities as experience and market knowledge develop.

The Opportunity

This position provides exposure to multiple areas of Ventum's Capital Markets platform, including Institutional Sales, Trading, Research, Corporate Access and Operations.

For the right candidate, the role offers a pathway to develop from a sales and settlement support position into a broader Institutional Sales role, with increasing responsibility for client relationships and revenue generation over time.

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More about this job

Responsibilities

The associate will support the institutional sales team with client coverage, research distribution, and meeting coordination. Additionally, they will manage trade settlements, resolve discrepancies, and ensure operational compliance with internal policies.

Requirements

Candidates should have 1-2 years of experience in capital markets or financial services and a degree in business, finance, or economics. Strong attention to detail, proficiency in Microsoft Office, and a desire to build a career in institutional sales are essential.

Skills

Institutional Sales
Trade Settlements
Client Service
Capital Markets
Equity Trades
Trade Allocations
Client Onboarding
Microsoft Excel
Microsoft Outlook
Bloomberg
CRM Platforms
Financial Analysis
Market Research
Regulatory Compliance
Communication Skills

Visa sponsorship

Not detected in the job text

Keywords

Institutional Sales
Trade Settlements
Capital Markets
Equity
Client Service
Operations
Trading
Compliance
Bloomberg
CRM
Financial Services
Brokerage Operations
Market Research
Corporate Access
Trade Lifecycle
Settlement Instructions
Account Maintenance
Microsoft Office
Investment Strategies
Reporting

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