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Added 28 mins ago
BT
Senior Manager, Indirect Tax
Baker Tilly Canada
Vancouver, BC
- Full-time
This role offers the opportunity to build and shape an emerging area of specialization while serving as a trusted advisor to clients and a technical resource to colleagues across the firm.
Added 1 hour ago
ID
Senior Vice President (SVP) – Client Partner
Intellect Design Arena Ltd
Vancouver, BC
- $240,000 to $260,000 CAD / year
- Full-time
cash management, treasury & capital markets, risk & compliance, wealth management and
Added 1 hour ago
VF
Exec Assistant & Business Coordinator, PCS
Ventum Financial
Vancouver, BC
- $75,000 to $80,000 CAD / year
- Full-time
…oversight and execution across a broad portfolio encompassing advisor experience, recruiting and onboarding, insurance and wealth services, marketing coordination, and business improvement…
Added 5 hours ago
D
Personal Finance Advisor, Assigned Clientele
Desjardins
Montreal, QC · Caisse Desjardins du Cœur-de-l'Île
- Full-time
As a personal finance advisor - assigned clientele, you help develop and maintain lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 10 hours ago
TW
Wealth Associate or Senior Wealth Associate
Thrive Wealth Management
Regina, SK
- Full-time
At Thrive Wealth Strategies, we help clients strengthen their financial security and turn their wealth goals into reality. Our vision is to be the premier wealth management partner in every…
Added 10 hours ago
TW
Third Party Management Advisor
Thrive Wealth Management
Regina, SK
- Full-time
We’re looking for a collaborative and adaptable professional to come on board as our Third-Party Management (TPM) Advisor. In this role, you will help to design, implement and strengthen…
Added 10 hours ago
TW
Financial Advisor, Investments
Thrive Wealth Management
Saskatoon, SK
- Full-time
As a full-time Financial Advisor, Investments at Kensington Branch, Saskatoon, SK, you will be responsible for understanding the financial goals of your assigned portfolio of members and…
Added 10 hours ago
TW
Financial Advisor - Temporary
Thrive Wealth Management
Whitewood, SK
- Full-time
As a temporary Financial Advisor in Whitewood for a 14-month contract, you are responsible for understanding our members’ financial goals and supporting their achievement through the…
Added 10 hours ago
TW
ON HOLD - Financial Services Advisor II
Thrive Wealth Management
Indian Head, SK
- Full-time
As a full-time Financial Services Advisor II (FSA II), you are responsible for understanding our members’ financial goals and supporting their achievement through the provision of sound…
Added 10 hours ago
TW
Financial Services Representative
Thrive Wealth Management
Regina, SK
- Part-time
Added 10 hours ago
TW
Member Advisor
Thrive Wealth Management
Macklin, SK
- Full-time
…financial services. We are looking to fill a temporary Member Advisor position with an end date of September 1,…
Added 10 hours ago
TW
Vice President, Internal Audit
Thrive Wealth Management
Regina, SK
- Full-time
Serve as a trusted advisor and internal audit subject‑matter expert by providing audit‑related advisory services without assuming management responsibility and communicating clearly on…
Added 10 hours ago
TW
Senior Financial Advisor
Thrive Wealth Management
Saskatoon, SK
- Full-time
As a Senior Financial Advisor (SFA) working at our 8th Street branch, Saskatoon, SK, you are responsible for understanding the financial goals of your assigned portfolio of members and…
Added 10 hours ago
TW
Business Learning Specialist
Thrive Wealth Management
Regina, SK
- Full-time
…business banking policies, procedures, systems, projects, and risk…
Added 10 hours ago
TW
Financial Advisor - Various Levels
Thrive Wealth Management
La Ronge, SK
- Full-time
We are actively seeking two Financial Advisor's at our branch in La Ronge, Saskatchewan. We will consider applicants with limited advisory experience and a desire to learn more. As a…
Added 10 hours ago
TW
Farm and Business Advisor
Thrive Wealth Management
Tisdale, SK
- Full-time
We're looking for a relationship-focused, proactive and results-driven person to join our team as a Farm & Business Advisor at our Tisdale branch.
Added 10 hours ago
TW
Member Advisor
Thrive Wealth Management
Kindersley, SK
- Full-time
We’re looking for an agile member-service ambassador to come on board as a temporary full-time Member Advisor working on-site at our Kindersley, SK branch. this opportunity commences…
Added 10 hours ago
TW
Financial Services Advisor I
Thrive Wealth Management
Emerald Park, SK
- Full-time
As a full-time Financial Services Advisor I (FSA I), you are responsible for understanding our members’ financial goals and supporting their achievement through the provision of sound…
Added 10 hours ago
TW
Senior Financial Advisor
Thrive Wealth Management
Saskatoon, SK
- Full-time
As a Senior Financial Advisor (SFA) working at our Circle Drive branch, Saskatoon, SK, you are responsible for understanding the financial goals of your assigned portfolio of members and…
Added 10 hours ago
TW
Manager, Treasury Risk
Thrive Wealth Management
Regina, SK
- Full-time
…and subject matter expertise over Conexus’ balance sheet risk management functions, including cash management, liquidity risk management, asset liability management, and interest-based…
Added 10 hours ago
TW
Financial Advisor (October Approvals)
Thrive Wealth Management
Regina, SK
- Full-time
As a Financial Advisor in Regina, you are responsible for understanding our members’ financial goals and supporting their achievement through the provision of sound financial advice. This…
Added 10 hours ago
TW
Financial Advisor
Thrive Wealth Management
Moose Jaw, SK
- Full-time
As a full-time Financial Advisor in Moose Jaw, you are responsible for understanding our members’ financial goals and supporting their achievement through the provision of sound financial…
Added 10 hours ago
TW
Senior Financial Advisor
Thrive Wealth Management
Moose Jaw, SK
- Full-time
As a temporary full-time Senior Financial Advisor in Moose Jaw, Saskatchewan, you are responsible for understanding the financial goals of your assigned portfolio of members and supporting…
Added 10 hours ago
TW
Receptionist
Thrive Wealth Management
Yorkton, SK
- Full-time
Added 10 hours ago
TW
Financial Services Advisor I
Thrive Wealth Management
Tisdale, SK
- Full-time
As a full-time Financial Services Advisor I (FSA I), you are responsible for understanding our members’ financial goals and supporting their achievement through the provision of sound…

Ventum Financial

Exec Assistant & Business Coordinator, PCS

Vancouver, BC, Canada

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

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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.

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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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