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Added 6 mins ago
SA
Parts Advisor
Somerville Auto Group
Toronto, ON
- Full-time
As a Parts Advisor, you are a knowledgeable and trusted ambassador for Somerville Hino. You take pride in understanding customer needs and matching them with the right parts solutions. Your…
Added 6 mins ago
LG
Senior Accountant
Lotus Group
Calgary, AB
- Full-time
…management. The successful candidate will serve as a trusted advisor to clients, ensuring the highest standards of accuracy, compliance, and service…
Added 6 mins ago
LG
Seasonal Beauty Advisor - Part Time - Bloor St
L'OCCITANE Group (B Corp)
Toronto, ON
- Part-time
Added 6 mins ago
LG
Seasonal Beauty Advisor - Part Time - Market Mall
L'OCCITANE Group (B Corp)
Calgary, AB
- Part-time
- Temporary
Added 6 mins ago
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Manager, Sales Compensation
Aviso
Toronto, ON
- $110,000 to $135,000 CAD / year
- Full-time
Act as a trusted advisor on sales compensation matters, providing expertise and practical guidance
Added 6 mins ago
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Human Resources Director/VP
Adecco
Toronto, ON · Greater Toronto Area, Canada
- $160,000 to $180,000 CAD / year
- Full-time
The Vice President of Human Resources will serve as a trusted advisor to the Canadian leadership team and a key partner to global stakeholders. The successful candidate will oversee a broad…
Added 21 mins ago
PA
Automotive Parts Advisor
Pfaff Automotive Partners Inc.
Newmarket, ON
- Full-time
Audi Newmarket is looking for an experienced and highly organized Parts Advisor to join our team.
Added 21 mins ago
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HR Advisor
Ontario Securities Commission
Toronto, ON · CA ON Toronto
- Full-time
Reporting to the Head of HR Advisory Services and Support, the HR Advisor works closely with the Senior HR Business Partner to deliver a range of Human Resources services and programs in…
Added 21 mins ago
SL
Account Executive, National Accounts Managing
Sun Life
Calgary, AB · Edmonton, AB
- Full-time
Ensure client/advisor needs are met through the delivery of value-added products and services
Added 21 mins ago
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Accounts Manager
Battlefield Equipment Rentals
Collingwood, ON
- Full-time
Relationship-driven role: Be a trusted advisor to customers across your territory.
Added 21 mins ago
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Bilingual Sales Associate, Apartments.com - Montréal, Québec
CoStar Group
Montreal, QC
- Full-time
Relationship Management – Build and maintain relationships with clients as a trusted advisor to their strategic marketing plan and grow revenue.
Added 21 mins ago
C
Associate Investment Advisor- Bilingual
CIBC
Laval, QC · Montreal, QC
- Full-time
…and exceptional client service. As an Associate Investment Advisor, you will deploy assets into suitable financial products based on the client’s risk/reward tolerances. You will be engaged…
Added 21 mins ago
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Senior Branch Administrator, Wood Gundy-Bilingual
CIBC
Laval, QC · Montreal, QC
- Full-time
Sales Support & Customer Service – Assist Branch Manager to perform Investment Advisor duties such as taking buy/sell orders of T-Bills, Corporate Paper, Bankers Acceptances, Mutual Funds,…
Added 21 mins ago
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CIBC - Assistant, Investment Advisor - Wood Gundy - Montreal -Bilingual
CIBC
Laval, QC · Montreal, QC
- Full-time
Added 21 mins ago
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CIBC - Administrative Assistant - Wood Gundy - Montreal -Bilingual
CIBC
Laval, QC · Montreal, QC
- Full-time
…responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team of Advisors as they plan and manage client…
Added 21 mins ago
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Branch Administrator, Wood Gundy-Bilingual
CIBC
Montreal, QC
- Full-time
Sales Support & Customer Service – Assist Branch Manager to perform Investment Advisor duties such as taking buy/sell orders of T-Bills, Corporate Paper, Bankers Acceptances, Mutual Funds,…
Added 21 mins ago
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SENIOR ADVISOR, OPERATIONALIZATION AND IMPLEMENTATION
BDC
Montreal, QC
- Full-time
The Senior Advisor, Operationalization and Implementation works at the intersection of strategy and execution, helping translate BDC’s Impulse strategy and other priority strategies into…
Added 35 mins ago
PS
Advisor, Information Security Architecture
Public Sector Pension Investment Board
Montreal, QC
- Full-time
As an Advisor, Security Architecture, you will report to the Manager, Information Security and be part of the broader Information Security group. You will contribute to PSP’s security…
Added 35 mins ago
M
Human Capital Data Advisor
MNP
AB · Calgary, AB
- Full-time
Make an impact with our Human Capital team as a Human Capital Data Advisor. This diverse team of professionals are dedicated to cultivating and fostering our firm’s unique culture and…
Added 35 mins ago
Manager, Commercial Asset Management
Trans Mountain
Calgary, AB
Added 35 mins ago
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Safety Advisor - Stevens Group
Facet Recruitment
Dartmouth, NS
- Full-time
The Safety Advisor will support Stevens Group operations within Halifax Regional Municipality, with occasional travel within Nova Scotia and New Brunswick as required.
Added 35 mins ago
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Marketing Manager - B2B
Swoon
Toronto, ON
- Contract
Familiarity with institutional, intermediary, financial advisor, or wealth management distribution channels.
Added 35 mins ago
GM
Sr IT BA – Retail & Athleisure Planning
Galactic Minds INC
Vancouver, BC
- Full-time
We are seeking an industry-veteran Principal Strategic Advisor to serve as the executive-level liaison for our premier athleisure retail client. This role is highly strategic, designed for…
Added 36 mins ago
Operations Foreman
Pembina Pipeline Corporation
Whitecourt, AB
Added 36 mins ago
Operations Foreman
Pembina Pipeline Corporation
Whitecourt, AB

Ventum Financial

Exec Assistant & Business Coordinator, PCS

Vancouver, BC, Canada

$75,000 to $80,000 CAD / year · Full-time

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Applications open in a new tab.

Job details

Pay: $75,000 to $80,000 CAD / year
Job type: Full-time
Apply by: Apr 30, 2027
Posting language: English
Posted: Oct 29, 2026

Original job description

Location: Vancouver, BC - in office

Reports to: SVP, Head of Private Client Services

Term: One-year contract, with an option to extend, subject to review

Annual salary: $75,000–$80,000 CAD

The Opportunity

Bring your organization, curiosity, and follow-through to a role that combines executive support with meaningful business coordination. Working closely with the Head of Private Client Services, you will support oversight and execution across a broad portfolio encompassing advisor experience, recruiting and onboarding, insurance and wealth services, marketing coordination, and business improvement initiatives. You will help connect priorities across teams, keep projects and commitments moving, and provide clear updates that support informed decisions. If you enjoy building relationships, bringing structure to busy days, and seeing work through to completion, we would welcome the opportunity to hear from you.

What You’ll Do

Manage calendars, meetings, travel, and expenses; prepare agendas, presentations, and correspondence, and coordinate follow-up.
Draft contracts and related documents using approved templates and authorized terms; coordinate reviews, approvals, signatures, and secure filing.
Keep customer relationship management (CRM) records current and coordinate recruiting meetings, pipeline updates, and next steps.
Coordinate advisor onboarding with internal partners, tracking documentation, milestones, and outstanding requirements.
Help the Head of Private Client Services and the CFO&COO maintain visibility across their areas of responsibility by coordinating cross-team priorities, maintaining project plans and action logs, following up on deadlines, and flagging issues requiring attention.
Track key performance indicators (KPIs) and prepare clear, accurate dashboards and leadership updates.
Support Vancouver marketing activities, advisor communications, materials, and event coordination in partnership with Marketing.

What You’ll Bring

Experience in executive assistance, business coordination, project administration, or a related role.
Strong organization, attention to detail, and the ability to balance priorities and follow through on commitments.
Clear written and verbal communication, a collaborative approach, and discretion with confidential information.
Proficiency with Microsoft Outlook, Teams, Word, Excel, and PowerPoint, and comfort maintaining CRM records, spreadsheets, and reports.
Financial services experience and familiarity with contract preparation or advisor onboarding are helpful, but not essential.

Why Consider This Role?

This position offers direct collaboration with senior leadership and the opportunity to contribute across the Private Client Services business and business operation - from advisor experience and growth initiatives to insurance and wealth services, marketing coordination, and business improvements. The annual salary range is $75,000–$80,000 CAD. The role is based in Vancouver and requires working in the office.

We welcome applications from people of all genders and backgrounds and value the different experiences and perspectives each person brings. If this opportunity interests you but your experience does not match every qualification, we still encourage you to apply and share how your skills could contribute.

How to Apply

Please submit your CV and a brief cover letter of no more than one page through the application site. Use your cover letter to tell us what interests you about this opportunity and how your experience or transferable skills would help you support a senior leader across a broad business portfolio. Rather than repeating your CV, please address the following:

Your interest in the role: What appeals to you about combining executive support with business coordination across several areas of Private Client Services?
A practical example: Describe a time you managed competing priorities, coordinated work across teams, or kept a project on track. Explain your approach and the outcome, without sharing confidential information.
Relevant skills: Highlight experience with executive support, document or contract preparation, CRM maintenance, onboarding, or reporting. Focus on your strongest connections to the role; experience in every area is not required.
Your availability: Indicate your potential start date and confirm your ability to work in our Vancouver office four days per week.

Apply About employer

More about this job

Responsibilities

Provide executive support to the Head of Private Client Services and coordinate priorities, projects, and follow-up across teams. Maintain recruiting and onboarding records, prepare documents and leadership updates, track KPIs, and support marketing communications and events.

Requirements

Experience in executive assistance, business coordination, project administration, or a related role is sought, along with strong organization, attention to detail, communication, collaboration, and discretion. Proficiency with Microsoft Outlook, Teams, Word, Excel, and PowerPoint is expected; financial services, contract preparation, and advisor onboarding experience are helpful but not essential.

Skills

Executive Assistance
Business Coordination
Calendar Management
Meeting Coordination
Travel Coordination
Expense Management
Document Preparation
Contract Coordination
Recruiting Coordination
Advisor Onboarding
Project Administration
KPI Tracking
Dashboard Preparation
Microsoft Office
Confidentiality

Visa sponsorship

Not detected in the job text

Keywords

Private Client Services
Executive Support
Business Coordination
Project Administration
Calendar Management
Meeting Coordination
Travel Coordination
Expense Management
Contract Preparation
Document Preparation
Recruiting
Advisor Onboarding
Project Plans
Action Logs
KPI Tracking
Dashboards
Leadership Updates
Marketing Coordination
Event Coordination
Microsoft Outlook
Microsoft Teams
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Financial Services
Insurance Services
Wealth Services

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