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Added 5 mins ago
OS
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 5 mins ago
SL
Account Executive, National Accounts Managing
Sun Life
Calgary, AB · Edmonton, AB
- Full-time
The National Accounts Managing Account Executive is responsible for business development, client retention and the profitable management of a portfolio of group clients in the Calgary sales…
Added 5 mins ago
BE
Accounts Manager
Battlefield Equipment Rentals
Collingwood, ON
- Full-time
…develop, maintain, and grow the relationships that drive our business forward. If you are customer‑focused, relationship‑driven, and thrive in a fast‑paced sales environment, then we want…
Added 5 mins ago
CG
Bilingual Sales Associate, Apartments.com - Montréal, Québec
CoStar Group
Montreal, QC
- Full-time
…continually refined, transformed and perfected our approach to our business, creating a language that has become standard in our industry, for our customers, and even our competitors. We…
Added 5 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 5 mins ago
C
CIBC - Assistant, Investment Advisor - Wood Gundy - Montreal -Bilingual
CIBC
Laval, QC · Montreal, QC
- Full-time
…Wood Gundy to help manage their portfolios and develop new business. You will directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively…
Added 5 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 5 mins ago
B
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 20 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 20 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 20 mins ago
Manager, Commercial Asset Management
Trans Mountain
Calgary, AB
…Mountain's assets through strategic leadership, customer engagement, business development, and commercial execution. The successful candidate will lead complex commercial initiatives,…
Added 20 mins ago
FR
Safety Advisor - Stevens Group
Facet Recruitment
Dartmouth, NS
- Full-time
Stevens Group of Companies is a privately held, third-generation family business headquartered in Dartmouth, Nova Scotia. The group includes a design-build construction company (B.D.…
Added 20 mins ago
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Marketing Manager - B2B
Swoon
Toronto, ON
- Contract
Develop and execute integrated B2B marketing campaigns aligned with business objectives and target audiences.
Added 20 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 20 mins ago
Operations Foreman
Pembina Pipeline Corporation
Whitecourt, AB
…an oil and natural gas liquids infrastructure and logistics business. Our operations along the hydrocarbon value chain allow us to offer a full state of midstream and marketing services to…
Added 20 mins ago
Operations Foreman
Pembina Pipeline Corporation
Whitecourt, AB
…an oil and natural gas liquids infrastructure and logistics business. Our operations along the hydrocarbon value chain allow us to offer a full state of midstream and marketing services to…
Added 20 mins ago
Sales Representative - St Albert
Encore Market Engagement
Lethbridge, AB
Your role is to identify business development opportunities and drive sales within an assigned geographical territory. Representing a portfolio of consumer packaged goods brands, you will…
Added 20 mins ago
Sales Representative - Regina
Encore Market Engagement
Regina, SK
Your role is to identify business development opportunities and drive sales within an assigned geographical territory. Representing a portfolio of consumer packaged goods brands, you will…
Added 20 mins ago
Sales Representative - Orangeville
Encore Market Engagement
Orangeville, ON
Your role is to identify business development opportunities and drive sales within an assigned geographical territory. Representing a portfolio of consumer packaged goods brands, you will…
Added 50 mins ago
GM
Field Claims Advisor Property
Gore Mutual Insurance
Vancouver, BC
- Full-time
As a Field Claims Advisor, Property, you will provide exceptional customer service and effective cost control while managing property claims within your assigned territory. Based from your…
Added 50 mins ago
Field Claims Advisor Property
Gore Mutual Insurance
Vancouver, BC
As a Field Claims Advisor, Property, you will provide exceptional customer service and effective cost control while managing property claims within your assigned territory. Based from your…
Added 1 hour ago
Business Advisor - Vaughan Market, ON
Scotiabank
Woodbridge, ON
Our Business Advisors (BA) are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking network, the focus is to provide…
Added 2 hours ago
RM
Inside Sales Representative
Rochester Midland Corporation
Saskatoon, SK
- $60,000 to $75,000 CAD / year
- Full-time
Act as a trusted advisor, providing insights into the value and benefits of continued service contracts.
Added 2 hours ago
PH
Senior Director, Indigenous Health
Provincial Health Services Authority
Vancouver, BC
- Full-time
…to the EVP, People, Diagnostic & Treatment Services as a key advisor regarding the strategy. This position drives the development, implementation, and evaluation of appropriate policies and…
Added 3 hours ago
CO
Strategic Management Lead
City of Edmonton
AB · Edmonton, AB
- Full-time
…to shape the future of Edmonton. You will serve as a trusted advisor to senior leadership, developing the City’s Enterprise Performance Management system and leading implementation of…

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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