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Added 47 mins ago
P
Executive & Office Services Assistant
P&H
Winnipeg, MB
- Full-time
We are seeking an Executive & Office Services Assistant to join our Corporate team at the Winnipeg Head Office. This role is responsible for providing confidential executive and board…
Added 1 hour ago
T
TD Insurance, Legal Assistant III
TD
Saint John, NB
- Full-time
Performs research, reviews and prepares documents in accordance with project objectives and in consultation with Lawyer, Law Clerk or Legal Office Manager.
Added 2 hours ago
AS
ASD-E Assistant Manager, Budget and Accounting (Permanent)
Anglophone School District
Moncton, NB
- Full-time
Budget and Accounting Assistant Manager (PERMANENT)
Added 12 hours ago
NB
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- Full-time
…model, including leadership and development of the Executive Assistant community, service standards, resource allocation, succession and best…
Added 14 hours ago
DP
Property Manager
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Hamilton, ON
- $70,000 to $75,000 CAD / year
- Full-time
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Added 14 hours ago
FB
Strategic Energy Partner
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Field, BC
- Full-time
The role is focused on customers where the opportunity extends beyond a single product, project or sales cycle and where DCC can create greater value by developing a coordinated, long-term…
Added 14 hours ago
RE
Backend Python Developer - GenAI Focus
Randstad Enterprise
Montreal, QC
- Contract
Participate in scrum meetings, report on project status, and adapt to evolving regulatory requirements.
Added 14 hours ago
VF
Executive Assistant & Business Coordinator, Private Client Services
Ventum Financial
Vancouver, BC
- Contract
…responsibility by coordinating cross-team priorities, maintaining project plans and action logs, following up on deadlines, and flagging issues requiring…
Added 15 hours ago
WC
Senior Advisor to the CEO
Workers Compensation Board of Manitoba
Winnipeg, MB
- Full-time
Assigns and supervises the work of the Executive Assistant(s).
Added 15 hours ago
Assistant Site Superintendent and HSE Coordinator
Strategic Group
Edmonton, AB
We are seeking an Assistant Site Superintendent and HSE Coordinatorand in the multi-family residential construction industry. This role offers career growth opportunities, exposure to new…
Added 20 hours ago
CG
Administrative Assistant
Canaccord Genuity Group Inc.
Vancouver, BC
- Full-time
Has at least 3 years of Administrative Assistant experience in a fast-paced professional setting, supporting a broad range of administrative and project tasks.
Added 21 hours ago
C
Senior Corporate Development Coordinator
Co-operators
Guelph, ON
- Full-time
…Capital (CVC) Fund activities. This role supports Traditional project managers throughout acquisition initiatives as needed and coordinates the administration and management of CVC Fund…
Added 21 hours ago
G
Assistant(e) contrôleur(euse) / Assistant Controller
Genetec
Montreal, QC
- Full-time
En tant qu'assistant(e) contrôleur(euse), vous jouerez un rôle clé dans la supervision des opérations comptables, en garantissant l'intégrité financière et en accompagnant une équipe de…
Added 22 hours ago
BC
Student Accounting Assistant
Bird Construction
Edmonton, AB
- Full-time
Student Accounting AssistantOur internships and Co-ops are designed to provide you with a business relevant project that will allow you to independently manage your own area of…
Added 23 hours ago
J
Property Administrator
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Toronto, ON
- Full-time
Set up and monitor capital jobs, as well as processing project invoices and change orders in capital project tracking system Procore.
Added 23 hours ago
Co-op Assistant Coordinator, Cost Controls
Aecon
Toronto, ON
We are thrilled to be looking for our next co-op candidate to support our project controls team with a focus on cost. This role will support our major projects within our Civil East…
Added 1 day ago
FC
Team Manager Insurance Operations
Fidelity Canada
Mississauga, ON
- Full-time
…Specialists, Wealth Advisors, Compliance, Legal, Technology, Finance, and Operations partners to ensure the function is positioned for long-term success. Through strong leadership,…
Added 1 day ago
L
Branch Manager - Office 1699
LendDirect
Kitchener, ON
- Full-time
“In 2015 I joined the company as an Assistant Manager. One year later I was promoted to Store Manager where I focused on building relationships and developing others in my store to help…
Added 1 day ago
AF
Branch Manager - Office 1699
Attain Finance
Kitchener, ON
- Full-time
“In 2015 I joined the company as an Assistant Manager. One year later I was promoted to Store Manager where I focused on building relationships and developing others in my store to help…
Added 1 day ago
CG
Investment Advisor Assistant
Canaccord Genuity Group Inc.
Ottawa, ON
- Full-time
Canaccord Genuity Corp., our Canadian operation, is seeking an organized, detail-oriented Investment Advisor Assistant to join The Lonsdale Financial Group in Ottawa. Led by established…
Added 1 day ago
SH
Clerk IV - Capital Planning
Shared Health-Soins Communs
Brandon, MB
- Full-time
…Capital Planning Services Department. The Capital Planning Assistant functions in a confidential capacity in matters relating to labour…
Added 1 day ago
GS
Construction Project Administrative Coordinator
Gallaher Signature Living
Windsor, ON
- Full-time
Gallaher Companies is seeking a highly organized, detail-oriented, and proactive Administrative Construction Assistant to support our growing construction operations.
Added 1 day ago
Clerk IV - Capital Planning
Winnipeg Regional Health Authority
Brandon, MB
…Capital Planning Services Department. The Capital Planning Assistant functions in a confidential capacity in matters relating to labour…
Added 1 day ago
F
Project Manager II
Fluor
Vancouver, BC
- Full-time
Demonstration of successful performance as a Project Manager on one (1) small job or assistant Project Manager or a significant role on medium sized engineering, procurement, fabrication,…
Added 1 day ago
C
Assistant Accounting Supervisor at Red River Co-op
Co-op
Winnipeg, MB
- Full-time
Red River Co-op invites applications for the position of Assistant Accounting Supervisor at our home office located at 10 Prairie Way, in Winnipeg. This position reports to the Accounting…

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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