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Added 36 mins ago
FA
Finance Business Partner
Flair Airlines
Calgary, AB
- Full-time
Conduct detailed reviews of expenses and general ledger (GL) accounts to ensure accuracy, proper classification, and compliance with accounting policies.
Added 4 hours ago
C
Senior Product Owner- Digital Banking
CGI
Halifax, NS
- Full-time
We are seeking an experienced and visionary Senior Product Owner to lead and shape the future of our Digital Banking Application tailored specifically for Canadian Credit Unions. This role…
Added 4 hours ago
C
Senior Site Reliability Specialist (SRE) – Equity Trading Platform
CGI
Montreal, QC
- Full-time
We’re looking for a Senior Site Reliability Engineer to join our Montréal team. You’ll deploy, support, and improve the Equity platform across the Americas, helping provide the best…
Added 4 hours ago
1
Senior Corporate Legal Counsel, Operations
123Dentist
Toronto, ON
- $170,000 to $190,000 CAD / year
- Full-time
Act as a trusted advisor to senior leadership on key legal risks and the implications of business strategies and initiatives
Added 5 hours ago
H
Client Director
helloDarwin
Montreal, QC
- Full-time
We're looking for an Executive Advisor to take ownership of a large client portfolio and the team that serves it, made up of account managers and analysts. This is a strategic advisory role…
Added 8 hours ago
V
Spec, Planning & Business Partnership - Finance
Vale
Canada
- Full-time
…controls, and performance management, you act as a trusted advisor to Finance leadership - pairing practical Finance knowledge with a strong grasp of enterprise systems, digital platforms,…
Added 8 hours ago
TW
Senior Financial Advisor
Thrive Wealth Management
Regina, SK
- Full-time
Senior Financial Advisor - Member Contact Centre
Added 9 hours ago
IW
Senior Manager, Business Development
IG Wealth Management
MB · Manitoba, Canada
- Full-time
The Role: As the Senior Manager, Business Development, you will be a hands-on, internally focused member of the Business Development team. You will lead the planning and delivery of advisor…
Added 9 hours ago
IW
Senior Manager, Business Development
IG Wealth Management
BC · British Columbia, Canada
- Full-time
The Role: As the Senior Manager, Business Development, you will be a hands-on, internally focused member of the Business Development team. You will lead the planning and delivery of advisor…
Added 9 hours ago
IW
Director, Citizen Development & Employee Technology Experience Pod Owner
IG Wealth Management
ON · Ontario, Canada
- Full-time
Identify employee technology friction across corporate and advisor communities and sponsor practical improvements that improve productivity, adoption, service experience and confidence in…
Added 9 hours ago
IW
Director, Citizen Development & Employee Technology Experience Pod Owner
IG Wealth Management
MB · Manitoba, Canada
- Full-time
Identify employee technology friction across corporate and advisor communities and sponsor practical improvements that improve productivity, adoption, service experience and confidence in…
Added 9 hours ago
PC
SR&ED and Incentives, Senior Manager
PwC Canada
Toronto, ON
- Full-time
…business issues related to tax credits and incentives. As a Senior Manager and experienced Scientific Research & Experimental Development (SR&ED) and government incentives practitioner, you…
Added 9 hours ago
CC
Senior Financial Advisor
Conexus Credit Union
Regina, SK
- Full-time
Senior Financial Advisor - Member Contact Centre
Added 9 hours ago
RP
Senior Accounting Analyst, SAP
RECRUITMENT PARTNERS INC.
Calgary, AB
- Contract
Our Calgary-based technology client is seeking a highly skilled Senior Accounting Contractor to support its finance team. There is some natural turnover expected and the client seeks a…
Added 9 hours ago
RP
Senior Manager
RECRUITMENT PARTNERS INC.
AB · Edmonton, AB
- Full-time
Our client is seeking a Senior Manager to provide leadership, advisory expertise, and strategic guidance to a diverse portfolio of business clients. This role is responsible for overseeing…
Added 9 hours ago
M
Manager, External Financial Advisory
MNP
AB · Calgary, AB
- Full-time
…success of the firm by supporting external clients. As a trusted advisor, you’ll ensure the efficient and effective operation of our…
Added 9 hours ago
IW
Senior Manager, Business Development
IG Wealth Management
AB · Alberta, Canada
- Full-time
The Role: As the Senior Manager, Business Development, you will be a hands-on, internally focused member of the Business Development team. You will lead the planning and delivery of advisor…
Added 10 hours ago
IS
Senior Financial Advisor (Chemainus Branch)
Island Savings
Chemainus, BC
- $56,800 to $72,800 USD / year
- Full-time
We are currently seeking a Senior Financial Advisor to join our team.
Added 10 hours ago
B
Senior Manager, First Party Fraud Analytics - Onboarding
BMO
Toronto, ON
- Full-time
…fraud loss management. Operating at an enterprise level, the Senior Manager will influence fraud analytical strategies, drive innovation, and serve as a trusted advisor on emerging fraud…
Added 11 hours ago
Bilingual Individual Underwriting Consultant
The Canada Life Assurance Company
ON
Canada Life Assurance Company has an exciting opportunity to join our Senior Underwriting team as a Consultant. You’re a critical thinker with extensive experience in complex/challenging…
Added 11 hours ago
VP, Chief Internal Auditor | Great West
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
…risk management and control issues to the Audit Committee, senior executives, regulators and other key…
Added 11 hours ago
Manager, Product Management
The Canada Life Assurance Company
London, ON · Toronto, ON
…product positioning, marketing content, business development and advisor support initiatives, and product support for Canada Life's segregated fund product…
Added 11 hours ago
M
Manager, External Financial Advisory
MNP
Calgary, AB
- Full-time
…success of the firm by supporting external clients. As a trusted advisor, you’ll ensure the efficient and effective operation of our…
Added 11 hours ago
P
SR&ED and Incentives, Senior Manager
PwC
Toronto, ON
- Full-time
…business issues related to tax credits and incentives. As a Senior Manager and experienced Scientific Research & Experimental Development (SR&ED) and government incentives practitioner, you…
Added 11 hours ago
Director, Corporate Compliance & Enterprise Risk
Toronto Community Housing or Toronto Seniors Housing
Toronto, ON
As a trusted advisor to leaders across TCHC and to the Board of Directors, you will bring clarity to complex and emerging risks and inform enterprise-wide decisions. Your advice will…

Ventum Financial

Exec Assistant & Business Coordinator, PCS

Vancouver, BC, Canada

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

Apply About employer

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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