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Added 2 hours ago
KP
Senior Information Security Analyst - Competition ID: 4843
Kwantlen Polytechnic University
Surrey, BC
- Full-time
The Senior Information Security Analyst is a senior position responsible for providing leadership, technical guidance, recommending and implementing security controls to safeguard KPU’s…
Added 2 hours ago
JG
Enterprise Product Analyst
J&M Group
Toronto, ON
- Full-time
We are seeking an experienced Enterprise Product Analyst to support enterprise platforms such as SAP, Salesforce CRM, Master Data Management (MDM), Microsoft Dynamics CRM, ServiceNow, and…
Added 2 hours ago
DC
Application Support Analyst
Dufferin-Peel Catholic District School Board
Mississauga, ON
- Full-time
strategic business analysis, system leadership, and
Added 2 hours ago
GT
Business Analyst / Junior Scrum Master
Global Technical Talent, an Inc. 5000 Company
Toronto, ON
- $48 to $58 CAD / hour
- Contract
Proactively manage business stakeholders to obtain inputs needed for product development in a timely manner
Added 2 hours ago
LS
Data Analyst and Student Info Planner (Mat Leave)
Langley School District #35
Langley (District), BC · Langley, BC
- Full-time
Reporting to the Manager Enterprise Data & Analytics, the Data Analyst and Student Information Planner functions as part of the Information Technology department and is one of the main…
Added 2 hours ago
T
Modelling / Forecasting Senior Analyst (Quants)
TD
Toronto, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 2 hours ago
SS
Research Team (Market Research / Product Analysis)
Social Search API
NB · Chiasson Office, NB
- Full-time
Analyze IT products and market trends to support business and product strategy decisions.
Added 2 hours ago
B
BMO Capital Markets Summer 2027 Women Rotational, Montreal
BMO
Montreal, QC · DEMA
- Full-time
Performing other tasks supporting client relationships and business development
Added 2 hours ago
Corporate Strategy Analyst
Pomerleau
Montreal, QC
The Analyst will play a key role in supporting Pomerleau's growth by joining the Corporate Strategy & Development team.
Added 3 hours ago
R|
Accounts Receivable Analyst
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
We are looking for an Accounts Receivable Analyst to join our Finance team and support the organization’s end-to-end receivables operations.
Added 3 hours ago
GT
Data Analyst
Global Technical Talent, an Inc. 5000 Company
Toronto, ON
- $50 to $60 CAD / hour
- Contract
We are seeking a Senior Data Analyst / Product Owner to support the end-to-end delivery, enhancement, and lifecycle management of data and analytics products. This hybrid role combines deep…
Added 3 hours ago
UT
Business Analyst III #26-26042
US Tech Solutions
Toronto, ON
- $50 to $55 CAD / hour
- Contract
Our client, a leading Canadian financial institution, is seeking a Business Analyst III to join a collaborative, pod-based agile delivery organization in Toronto.
Added 3 hours ago
IG
Senior Data Governance Analyst
Insight Global
Toronto, ON
- $37 to $42 CAD / hour
- Contract
We are seeking a Senior Data Governance Analyst to join a growing Data Governance team within a leading financial services organization. This role will primarily focus on data…
Added 3 hours ago
IC
Workday Business Application Analyst – Recruiting & Talent
Infotek Consulting Inc.
Toronto, ON
- $80 to $93 CAD / hour
- Contract
Seeking an experienced Workday Business Application Analyst to support a Talent Acquisition modernization initiative. The role will focus on hands-on configuration of Workday Recruiting and…
Added 3 hours ago
IC
Business Analyst/Product Owner – Banking Technology
Infotek Consulting Inc.
Toronto, ON
- Contract
…prioritize the product backlog, oversee delivery through an Agile development pod and ensure product increments deliver measurable customer and business…
Added 3 hours ago
LC
Senior Analyst, Workday Recruiting
Loblaw Companies Limited
Brampton, ON
- Full-time
Lead the design, development, and implementation of the Workday Recruiting module, focusing on maximizing functional features and exceeding business and regulatory requirements.
Added 3 hours ago
RT
Analyste de catégorie – MRO | Category Analyst - MRO
Rio Tinto
Montreal, QC
- Full-time
Added 3 hours ago
W
Investment Analyst
WorkSafeBC
Richmond, BC
- Full-time
…join our Investment Management department as an investment analyst. In this role you’ll prepare investment and financial reports for internal and external stakeholders, monitor compliance,…
Added 3 hours ago
A
29954-DTS-072-Business Analyst
Amyantek
Winnipeg, MB
- Contract
Manitoba is seeking a highly skilled Business Analyst who has experience working in complex business environment and domain. The Business Analyst will be responsible for analyzing and…
Added 3 hours ago
IW
Portfolio Strategist
IG Wealth Management
Quebec, QC
- Full-time
Founded in 1926, IG Wealth Management is a key part of IGM's business model, providing comprehensive wealth management services to Canadian financial advisors and their clients.
Added 3 hours ago
CO
Application & Integration Technical Analyst
City of Saint John
Saint John, NB
- Full-time
Under the direction of the designated IT Manager, the Application and Integration Technical Analyst is a technical lead responsible for system architecture, data strategy, and integration…
Added 3 hours ago
Senior Financial Analyst, TCA
Halton Region
Oakville, ON
…financial reporting built on them. The role contributes to the development and continuous improvement of accounting policies and internal controls that comply with Public Sector Accounting…
Added 3 hours ago
GD
System Engineering Analyst, Underwater Acoustics
General Dynamics Missions System International
Cole Harbour, NS · Ottawa, Ontario
- Full-time
Provides support for Business development in Canada and internationally by travelling to tradeshows to perform Acoustic systems demonstrations and developing business relationships.
Added 3 hours ago
Senior Manager, Analytics and BI
Scotiabank
Toronto, ON
…engagement, profitability, pricing effectiveness, and overall business performance. The role will also support executive and external stakeholder materials, including analyst presentations,…
Added 3 hours ago
Senior Business Analyst, GHR Operations Projects (1-year contract)
Scotiabank
Toronto, ON · Scarborough, ON
The Senior Business Analyst supports a portfolio of projects and initiatives that impact Global HR Operations. The incumbent leads business analysis, discovery, process design and…

Closed listing

Ventum Financial

Associate, Institutional Sales & Settlements

Vancouver, BC, Canada

Full-time

This opening has closed.

The original listing is kept below for reference.

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About employer

Job details

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

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Original job description

Archived listing. The details below describe a past opening.

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.

About employer

More about this job

Responsibilities

Support institutional sales and client coverage by coordinating client communications, meetings, research distribution, and sales materials. Ensure accurate and timely settlement of institutional equity trades, resolve exceptions with clients and internal teams, and assist with onboarding and account maintenance.

Requirements

The role seeks approximately 1–2 years of experience in capital markets, financial services, brokerage operations, settlements, institutional sales support, or a related area; a business, finance, economics, or related degree or diploma is preferred. Candidates should have strong attention to detail, communication and organizational skills, proficiency with Microsoft Office, an interest in financial markets, and willingness to complete required licensing or registration.

Skills

Institutional Sales Support
Trade Settlement
Client Service
Trade Lifecycle Management
Trade Allocations
Client Onboarding
Attention To Detail
Time Management
Written Communication
Verbal Communication
Microsoft Excel
Microsoft Outlook
Financial Markets Knowledge
Stakeholder Coordination

Visa sponsorship

Not detected in the job text

Keywords

Institutional Sales
Institutional Trading
Capital Markets
Equity Trades
Trade Settlement
Settlement Exceptions
Trade Allocations
Trade Confirmations
Client Coverage
Client Service
Institutional Clients
Research Distribution
Market Commentary
Corporate Access
Client Onboarding
Account Maintenance
Operations
Compliance
Regulatory Requirements
Internal Controls
Microsoft Excel
Microsoft Outlook
Microsoft Office
Bloomberg
Trading Systems
CRM Platforms
Securities Settlement Systems
Industry Licensing
Settlement Instructions

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