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Added 7 mins ago
RB
Director-Global Tax Operations
Royal Bank of Canada
Toronto, ON
- Full-time
The Director, Global Tax Operations is a senior position overseeing key teams in RBC Wealth Management Canada Operations. This role works in close partnership with RBC Wealth Management and…
Added 52 mins ago
A
Interaction/Visual Designer - Advanced [AQ-24944]
Aquent
Montreal, QC
- $50 to $53 CAD / hour
- Contract
Aquent is proud to partner with a pioneering organization in the financial services sector, an industry leader dedicated to revolutionizing digital experiences. This organization is at the…
Added 1 hour ago
GT
Senior Associate, Audit – Relocate to Australia
Grant Thornton Australia
Vancouver, BC
- Full-time
Are you an experienced Auditor looking for a role in Australia? We have an exciting opportunity for a Senior Associate to join our Audit team in Melbourne or Adelaide!
Added 1 hour ago
RC
Senior Financial Analyst
Randstad Canada
Toronto, ON
- $48 to $60 CAD / hour
- Contract
We are hiring a Senior Financial Analyst for a financial services organization in Toronto.
Added 2 hours ago
HT
Director, Finance (CSM)
Husky Technologies
Bolton, ON
- Full-time
Present clear financial results and business insights to senior leadership
Added 2 hours ago
J
CPA Accountant
JobsMedia.io
Longueuil, QC
- Full-time
We are seeking a highly qualified Senior Accountant (CPA) to join a growing Quebec-based company. You will play a key role in reviewing financial statements, evaluating internal processes,…
Added 2 hours ago
NB
Head of Compliance NBFWM
National Bank of Canada
Montreal, QC
- Full-time
A career as Senior Director, NBFWM Compliance, within the Wealth Management Compliance team at National Bank, means serving as a strategic leader in regulatory compliance, risk management…
Added 2 hours ago
BT
Senior Manager
Baker Tilly Canada
Walkerton, ON
- Full-time
We are looking for a Senior Manager to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you’ll collaborate…
Added 3 hours ago
NR
Finance Education & Communication Advisor
Niagara Region
ON · Niagara, ON
- Full-time
Business Unit : Corporate Services Division : Financial Management & Planning
Added 3 hours ago
AS
Compliance Analyst (AML)
Axia Search
Vancouver, BC
- $38,000 to $45,000 CAD / year
- Full-time
Assigned as outsourced fractional AML compliance officer and act as a first-line support contact for assigned clients, under senior supervision.
Added 3 hours ago
M
Senior Business Architecture Advisor, Direct Distribution
Maarut
Montréal-Est, QC · Montreal, Quebec
- Contract
client view, financial relationships, onboarding, personalized service) and
Added 3 hours ago
M
Tech Lead Salesforce Financial Services Cloud (FSC)
Maarut
Montréal-Est, QC · Montreal, Quebec
- Contract
client view, financial relationships, onboarding, personalized service) and
Added 4 hours ago
ID
Senior Vice President (SVP) – Client Partner
Intellect Design Arena Ltd
Vancouver, BC
- $240,000 to $260,000 CAD / year
- Full-time
Position Title: Senior Vice President (SVP) – Client Partner
Added 4 hours ago
VF
Exec Assistant & Business Coordinator, PCS
Ventum Financial
Vancouver, BC
- $75,000 to $80,000 CAD / year
- Full-time
Financial services experience and familiarity with contract preparation or advisor onboarding are helpful, but not essential.
Added 5 hours ago
T
Regional Event Planner
TD
Vancouver, BC
- Full-time
Minimum 3 years of professional event planning experience, ideally in a corporate or financial services environment.
Added 7 hours ago
R
Director-Global Tax Operations
RBC
Toronto, ON
- Full-time
The Director, Global Tax Operations is a senior position overseeing key teams in RBC Wealth Management Canada Operations. This role works in close partnership with RBC Wealth Management and…
Added 7 hours ago
D
Senior investigations advisor
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
As senior investigations advisor, you help apply tactics, techniques and procedures for investigations, inquiries, liaisons and information to a wide range of administrative and security…
Added 7 hours ago
D
Senior Advisor, Actuarial analysis and statistics
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a senior actuarial and statistical advisor, you help ensure profitability and balanced risk-return ratios for products and services. You also establish reserves, produce statistical…
Added 7 hours ago
C
Executive Director, Global Markets Trading & Financing - Business Management
CIBC
Toronto, ON
- Full-time
…Currencies & Commodities (FICC), Global Markets Financing (GMF), and Financial Resource Management (FRM) businesses. You will act as a strategic advisor to business leadership and as the…
Added 7 hours ago
HT
Director, Finance (CSM)
Husky Technologies
Bolton, ON
- Full-time
Present clear financial results and business insights to senior leadership
Added 7 hours ago
Senior Manager Real Estate, Project Delivery
Hydro One Networks Inc
Markham, ON
The Senior Manager, Real Estate Capital Delivery leads Hydro One's facilities capital delivery and workplace modernization programs, overseeing the planning and execution of sustainment…
Added 8 hours ago
DA
Corporate Tax Partner
DSW ABL Advisory
Burlington, ON
- Full-time
Added 8 hours ago
BT
Senior Tax Analyst
Baker Tilly Canada
Peterborough, ON
- Full-time
We are looking for a Senior Tax Analyst to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you’ll…
Added 8 hours ago
BT
Senior Staff Accountant
Baker Tilly Canada
Collingwood, ON
- Full-time
We are looking for a Senior Staff Accountant to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you’ll…
Added 12 hours ago
RH
Director of Operations
RNS Health Care Services
ON · Aurora, Ontario
- Full-time
Work closely with financial controller on resource oversight for any major projects and initiatives including organizational restructuring as required.

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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