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Added 17 mins ago
ML
Senior Business Development Manager
ME Law - Business Litigation Lawyers
Toronto, ON
- Full-time
ME Law is seeking a senior business development professional to build relationships with financial institutions, corporations, private lenders, funds, family offices, professional advisers,…
Added 17 mins ago
NB
Regional VP - Equipment Sales, Western Canada
National Bank of Canada
AB · Edmonton, AB
- Full-time
Create clear accountability through business plans, budgets, forecasts, activity measures and performance reporting, and take timely action when results or market conditions require…
Added 17 mins ago
NB
Regional Vice-President, Equipment Finance Sales, Ontario
National Bank of Canada
Mississauga, ON
- Full-time
Create clear accountability through business plans, budgets, forecasts, activity measures and performance reporting, and take timely action when results or market conditions require…
Added 18 mins ago
GD
Production Manager
General Dynamics Missions System International
Ottawa, ON
- Full-time
Reporting to the Production Program Manager, the Deputy Production Program Manager leads a production team in an assembly/test environment, exhibiting effective leadership and coaching…
Added 1 hour ago
GD
Life Cycle Material Engineering Specialist
General Dynamics Missions System International
Ottawa, ON
- Full-time
Added 1 hour ago
AC
Vendor Relationship Manager - Property Claims
Aviva Canada
AB · Edmonton, AB
- Full-time
Use financial data to identify, assess and propose savings opportunity and build detailed business plans outlining business recommendations
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Bishop's Falls, NL · Bishops Falls, NL
- Part-time
Ensure all requirements for documentation and control of substances under the Controlled Drugs and Substances Act and Regulations are met and reporting to Health Canada and regulatory bodies
Added 1 hour ago
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Pharmacist, Hourly Full Time Day
Loblaw Companies Limited
Bishop's Falls, NL · Bishops Falls, NL
- Full-time
Ensure all requirements for documentation and control of substances under the Controlled Drugs and Substances Act and Regulations are met and reporting to Health Canada and regulatory bodies
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Pharmacist, Hourly Full Time Day
Loblaw Companies Limited
Toronto, ON
- Full-time
Ensure all requirements for documentation and control of substances under the Controlled Drugs and Substances Act and Regulations are met and reporting to Health Canada and regulatory bodies
Added 1 hour ago
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Pharmacist, Hourly Part Time Day
Loblaw Companies Limited
Toronto, ON
- Part-time
Ensure all requirements for documentation and control of substances under the Controlled Drugs and Substances Act and Regulations are met and reporting to Health Canada and regulatory bodies
Added 1 hour ago
YR
Project Specialist II - YRRTC
York Region (The Regional Municipality of York)
Richmond Hill, ON
- Full-time
Reporting to the Director, Yonge North Subway Extension, the Project Specialist collaborates with York Region’s (YR) Realty and Environmental leads, as well as Development Engineering and…
Added 2 hours ago
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Director of National Accounts (Warehouse)
Highlight Motor Group
Toronto, ON
- Full-time
…who are highly motivated and driven by the opportunity for financial reward and career advancement in a family-like working…
Added 2 hours ago
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Associate Director, GRA - Market Risk Analytics
Royal Bank of Canada
Toronto, ON
- Full-time
…models used in internal risk management and regulatory capital reporting. In this role you will support capital markets trading and investment portfolios across different asset class. This…
Added 2 hours ago
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Manager, Budget & Financial Planning
City of Fort Saskatchewan
Fort Saskatchewan, AB
- Full-time
Reporting to the Chief Financial Officer, the Manager, Budget & Financial Planning provides overall budget oversight and leads the development of the City’s annual operating and capital…
Added 2 hours ago
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ERP Security & GRC Specialist
Teck Resources Limited
Toronto, ON
- Full-time
Located in the heart of Toronto’s Financial District, this vibrant location places you at the center of Canada’s bustling economic hub.
Added 2 hours ago
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Senior Accountant
Weir
Vancouver, BC
- Full-time
· At least five years of progressive accounting and financial reporting experience.
Added 3 hours ago
AH
Senior Director, Home Care, Access and Transitions, Social Work
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Lethbridge, AB
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Assisted Living Alberta (ALA) is seeking a visionary healthcare leader to help shape the future of care across Alberta. Reporting to the Senior Provincial Director, Program Excellence, the…
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Senior Director, CC Homes, Specialized Clinical Programs
Alberta Health Services
Lethbridge, AB
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Director, CDO, Allied Health & Rehabilitation
Alberta Health Services
Mannville, AB
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…Health & Rehabilitation, Central, Calgary, SW&SE Corridors). Reporting to the Senior Operating Officer, Provincial Specialized Programs, this is a unique opportunity to shape the future of…
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Director, Vacancy Waitlist Management -Adult Day Program
Alberta Health Services
AB · Greater Edmonton Metropolitan Area
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Director - Social Work
Alberta Health Services
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Program Director - Continuing Care Resource Planning & Allocation
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Registered Nurse
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Reporting to the Care Manager Red Deer Supportive Living, in the role of Case Manger you will be responsible for coordinating and providing quality care to clients in the community. Using…
Added 3 hours ago
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Director - Social Work
Alberta Health Services
Calgary, AB
- Full-time
…Southeast, Southwest, and Continuing Care Homes portfolio. Reporting to the Senior Operating Officer, Social Work, the Director oversees service planning, implementation, and performance…
Added 3 hours ago
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Senior Director - Quality Assurance, Accreditation, and Safety
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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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