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Added 28 mins ago
CL
Customer Data Technician (Student Position)
Canada Life
Ottawa, ON
- Full-time
…migrations, streamline data processes, and maintain the integrity of client and advisor information across the…
Added 28 mins ago
EA
Director, PE Business Partner - Mobile
Electronic Arts (EA)
Vancouver, BC
- Full-time
…team. The Director, PE Business Partner serves as a strategic advisor to senior leaders, bringing commercial insight, organizational expertise, and sound judgment to complex business and…
Added 58 mins ago
DC
Technical Specialist, Project Management
Defence Construction Canada
Wainwright, AB
- Full-time
…sharing environment, you will serve as a trusted technical advisor to our Client-Partner, conduct research and assessments, and help drive projects that make a real…
Added 58 mins ago
B
PI Advisor I
BrokerLink
Hawkesbury, ON
- Full-time
Our Group RRSP, with company matching DPSP offerings provide flexibility and long-term security for our employees beyond their careers.
Added 1 hour ago
R
Financial Advisor
RBC
Wellington North, ON
- Full-time
Demonstrated ability to build trust and maintain long-term client relationships
Added 1 hour ago
V
Head of Advisor Technology - Americas
Vanguard
Toronto, ON
- Full-time
…collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee…
Added 1 hour ago
CA
Collision Repair Advisor
Capital Automotive Group
Calgary, AB · GMC Calgary
- Full-time
Capital Chevrolet Buick GMC Calgary is looking for a dedicated and energetic Collision Repair Advisor to join our Body Shop. In this role, you’ll be the key link between our customers and…
Added 1 hour ago
CG
Collision Repair Advisor
Capital GMC Buick Cadillac
Calgary, AB · GMC Calgary
- Full-time
Capital Chevrolet Buick GMC Calgary is looking for a dedicated and energetic Collision Repair Advisor to join our Body Shop. In this role, you’ll be the key link between our customers and…
Added 1 hour ago
GP
Consultant Solutions Technique (Ingénieur ventes)
Global Payments Inc.
Montreal, QC
- Full-time
Concevoir des solutions de paiement centrées sur le client qui équilibrent les objectifs d’affaires, les exigences techniques, l’évolutivité et la valeur commerciale afin de favoriser des…
Added 2 hours ago
O
National Accounts Director
OPENLANE
Brampton, ON
- $100,000 to $125,000 CAD / year
- Full-time
…The core focus of this role is (1) to retain our high-value client base to increase consignment and sales volume and (2) drive revenue expansion through service penetration. This will be…
Added 2 hours ago
P
71-26 FTT Clinical Consultant
Pathways
Belleville, ON
- Part-time
…Consultants who will work on behalf of the clinical team with the client services management and the direct support team. The Clinical Consultant guides supported individuals towards…
Added 2 hours ago
Technical Advisor, Application Development
National Research Council Canada
Ottawa, ON
We are looking for a Technical Advisor, Application Development to support our Chief Information Officer Branch (CIOB). The Technical Advisor, Application Development would be someone who…
Added 2 hours ago
JC
Senior Client Executive - Real Estate Banking - Managing Director
JPMorgan Chase & Co.
Toronto, ON
- Full-time
Seeking a seasoned real estate business development/sales client manager specializing in Commercial Real Estate with proven revenue generating capabilities with the largest institutional…
Added 2 hours ago
FI
Commercial Insurance Specialist (T)
Federated Insurance Company of Canada
Mississauga, ON
- Full-time
…Loss Prevention, and leadership teams to create exceptional client experiences and long-term partnerships. Backed by industry-leading training, licensing support, and ongoing development,…
Added 3 hours ago
SL
Advisor
Sun Life Insurance & Investments
Richmond Hill, ON
- Full-time
Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice…
Added 3 hours ago
B
Commercial Insurance Advisor
BrokerLink
Calgary, AB
- Full-time
Our Group RRSP, with company matching DPSP offerings provide flexibility and long-term security for our employees beyond their careers.
Added 3 hours ago
NB
Senior Financial Planning Advisor
National Bank of Canada
Montreal, QC
- Full-time
Bank Financial (NBF) means acting as a trusted advisor to high-net-worth
Added 3 hours ago
PB
Director of SEO
Powered by search
Remote, Canada
- Full-time
- Remote
You’ll manage 4-6 direct reports, work directly with executive stakeholders internally, and serve as a trusted advisor to senior client leaders.
Added 5 hours ago
Non-Reg On-Caller - Vaughan, ON
Edward Jones
Vaughan, ON
…with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of…
Added 5 hours ago
SL
SUN LIFE FINANCIAL ADVISOR - Quebec
Sun Life
Blainville, QC · Brossard, QC · Gatineau, QC · Laval, QC · Levis, QC · Montreal, QC · Pointe-Claire, QC · Quebec, QC · Rimouski, QC · Rouyn-Noranda, QC · Saguenay, QC · Saint-Jean-sur-Richelieu, QC · Sherbrooke, QC · Terrebonne, QC · Trois-Rivières, QC · Canada Quebec Leclerc Region Career Sales Force Location
- Full-time
Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice…
Added 6 hours ago
NC
Manager, Contracting and Procurement (2 positions)
NAV CANADA
Ottawa, ON
- Full-time
…procedures and action plans that are aligned with the long-term, strategic direction of NAV CANADA to meet the evolving business and procurement needs of the company. The role is also…
Added 6 hours ago
D
Private Banker
Desjardins
Ottawa, ON
- Full-time
As a private banker, you act as a professional advisor providing a superior member/client experience to Desjardins Wealth Management's high-net-worth households by meeting their financing,…
Added 6 hours ago
C
Legal Counsel and Manager, Contracts and Governance | Permanent Full Time (1.0 FTE) | CHEO Research Institute
CHEO
Canada
- Full-time
TERM: Full-time (1.0 FTE, 37.5 hours per week), permanent
Added 7 hours ago
Client Solutions Lead
Insight Enterprises, Inc.
BC
Trusted advisor approach with client executives and the ability to build long-term relationships.
Added 8 hours 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…

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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