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Added 3 mins ago
UO
Accessibility Advisor
University of Victoria
Victoria, BC
- Full-time
The Accessibility Advisor provides advice and consultation on the University’s legal and regulatory
Added 3 mins ago
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Senior Retirement Planning Advisor
HOOPP (Healthcare of Ontario Pension Plan)
Toronto, ON · CA ON Toronto
- $86,000 to $131,000 CAD / year
- Full-time
As a member of Member Services, the Senior Retirement Planning Advisor builds upon the core responsibilities of the Member Advisor role, providing advanced retirement planning guidance,…
Added 3 mins ago
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Customer Success Manager - Core Clouds
Salesforce
Vancouver, BC · Toronto, ON · Canada - Toronto
- Full-time
…functions as an extension of the customer’s workforce and a trusted advisor, identifying and addressing both technical and business concerns and aligning them strategically with customer…
Added 33 mins ago
MD
SUN Bucks Support Advisor Lead / State Prog Admin Prin
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Working Title: SUN Bucks Support Advisor Lead / State Prog Admin Prin
Added 33 mins ago
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Dayforce HRIS Project Implementation Manager
PayTech
Canada
- Full-time
Lead with Strategy: Manage projects of varying complexity while acting as a trusted advisor to our clients.
Added 33 mins ago
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Leader, People & Talent
SkyCan Systems
Toronto, ON
- Full-time
Keep SkyCan compliant with Ontario employment law, including the Employment Standards Act, Human Rights Code, Occupational Health and Safety Act, AODA, WSIB and job-posting requirements
Added 47 mins ago
EC
Financial Services Associate
East Coast Credit Union
Halifax, NS · NS · Dartmouth, NS
- Full-time
…Manager, the Financial Services Associate acts as a trusted advisor, providing personalized financial solutions to support members’ everyday banking and personal lending needs within their…
Added 1 hour ago
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Training and Skills Development Advisor
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a training and skills development advisor, you assist with needs analysis as well as training development, logistics and delivery. You coach and mentor employees. You advise and assist…
Added 1 hour ago
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Advisor, Skills training and competency development
Desjardins
Quebec, QC
- Full-time
As a training and skills development advisor, you assist with needs analysis as well as training development, logistics and delivery. You coach and mentor employees. You advise and assist…
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Property Appraisal Advisor
Gore Mutual Insurance
Vancouver, BC · Cambridge, ON · Toronto, ON
The Property Appraisal Advisor role is critical in ensuring the accuracy and compliance of property damage estimates submitted to the claims department. This position is responsible for…
Added 2 hours ago
GM
Property Appraisal Advisor
Gore Mutual Insurance
Cambridge, ON
- Full-time
The Property Appraisal Advisor role is critical in ensuring the accuracy and compliance of property damage estimates submitted to the claims department. This position is responsible for…
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Advisor, Strategic Planning
Alcohol and Gaming Commission of Ontario
Toronto, ON
The Strategic Planning, Corporate Performance and Prioritization Branch is seeking an Advisor, Strategic Planning, Corporate Performance & Prioritization to support the advancement of…
Added 2 hours ago
Workplace Wellbeing Strategist
Manitoba Blue Cross
Winnipeg, MB
…development, training, and critical incident response. As a trusted advisor to employers and organizational leaders, the role provides expertise in workplace wellbeing, psychological health…
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Senior Advisor, Organizational development
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a senior organizational development advisor, you help align and develop organizational and human capacity to support Desjardins’s business objectives. You help the organization adapt to…
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People Services AI Solutions & Configuration Lead
Manulife
Toronto, ON · Waterloo, ON
- Full-time
…colleagues worldwide. We value innovation, collaboration, and human-centered design, helping every employee…
Added 3 hours ago
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Senior Commercial Account Executive
Jobgether
Canada
- Full-time
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Supervisor of Workforce Planning
City of Cambridge Ontario
Cambridge, ON
- $97,048 to $118,348 CAD / year
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The City of Cambridge is seeking an innovative and strategic human resources professional to join our team as Supervisor of Workforce Planning.
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ADP
Montreal, QC
- Full-time
Added 5 hours ago
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Sanya’k̓ula
Vancouver, BC
- Full-time
…Plan and Remembering Keegan: A First Nations Case Study, BC Human Rights Code, Anti-racism Data Act and how they intersect across the health care…
Added 5 hours ago
NB
Senior Wealth Associate
National Bank of Canada
Toronto, ON
- Full-time
…to the regional manager, you will team up with an investment advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 5 hours ago
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Senior Financial Planner
National Bank of Canada
Toronto, ON
- Full-time
A career as a Senior Financial Planning Advisor or Senior
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BANKING ADVISOR
National Bank of Canada
Sainte-Thérèse, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 5 hours ago
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Wealth Associate
National Bank of Canada
Winnipeg, MB
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 5 hours ago
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Wealth Associate
National Bank of Canada
Calgary, AB
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 5 hours ago
NB
Wealth Associate
National Bank of Canada
Calgary, AB
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…

Ventum Financial

Executive Assistant & Business Coordinator, Private Client Services

Vancouver, BC, Canada

Contract

Apply About employer

Applications open in a new tab.

Job details

Job type: Contract
Apply by: Apr 27, 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, including calendar, meeting, travel, expense, document, and follow-up coordination. Coordinate recruiting, advisor onboarding, cross-team projects, KPI reporting, and Vancouver marketing activities while tracking priorities and escalating issues.

Requirements

The role calls for experience in executive assistance, business coordination, project administration, or a related field, along with strong organization, attention to detail, communication, collaboration, discretion, and follow-through. Proficiency with Microsoft Outlook, Teams, Word, Excel, and PowerPoint is required; financial services experience and familiarity with contract preparation or advisor onboarding 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
Cross-Team Coordination
KPI Tracking
Dashboard Reporting
Microsoft Office

Visa sponsorship

Not detected in the job text

Keywords

Private Client Services
Financial Services
Executive Support
Business Coordination
Calendar Management
Meeting Coordination
Travel Coordination
Expense Management
Contract Preparation
Document Preparation
Recruiting
Advisor Onboarding
Project Plans
Action Logs
Cross-Team Priorities
Key Performance Indicators
Dashboards
Leadership Updates
Marketing Coordination
Event Coordination
Microsoft Outlook
Microsoft Teams
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Insurance Services
Wealth Services
Confidential Information

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