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Added 57 mins ago
NB
Senior Wealth Associate
National Bank of Canada
Toronto, ON
- Full-time
National Bank Financial - Wealth Management is the fifth largest investment dealer in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients…
Added 57 mins ago
NB
Senior Financial Planner
National Bank of Canada
Toronto, ON
- Full-time
clients’ financial and wealth management objectives.
Added 57 mins ago
NB
Wealth Associate
National Bank of Canada
Winnipeg, MB
- Full-time
National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 57 mins ago
NB
Wealth Associate
National Bank of Canada
Calgary, AB
- Full-time
National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 57 mins ago
NB
Wealth Associate
National Bank of Canada
Calgary, AB
- Full-time
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 1 hour ago
SP
Bilingual Customer Success Manager (French/English-Speaking)
Salesforce Partner Canada
Montreal, QC
- Full-time
Financial Services (FINS) – Works with banking, insurance, wealth management, and other financial services organizations to support digital transformation, regulatory compliance, and…
Added 2 hours ago
SQ
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Possibilités d'emploi -futures/Advisor Trainee- Advisor Development Program -Future Opportunities
Sunlife Québec
Rimouski, QC
- Full-time
…help them plan financially for the various stages of life. Our Advisor Development Program is designed to prepare you for a successful launch to an advisory career at Sun…
Added 3 hours ago
RB
Assistant Branch Operations Manager
Royal Bank of Canada
Ottawa, ON
- Full-time
The RBC Dominion Securities Management team located in Ottawa Little Italy is looking for an Assistant Branch Operations Manager to join their team! The Assistant Branch Operations Manager…
Added 4 hours ago
RB
Private Banker
Royal Bank of Canada
Mississauga, ON
- Full-time
…introducing them to the right partner at the right time, such as a Wealth Management Advisor/Counsellor for long-term investment advice, or a Commercial Account Manager for a business…
Added 4 hours ago
RB
Associate Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
We are excited to share a great opportunity to join a high-performing wealth management team at RBC Dominion Securities. We are seeking a highly strategic, thoughtful, and analytical…
Added 5 hours ago
SW
ScotiaMcLeod Administrative Support Assistant - London, ON
Scotia Wealth Management
London, ON
- Contract
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 5 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 8 hours ago
DG
Junior Wealth Advisor - Conseiller en placement junior
Diligence Gestion de Patrimoine | Gestion de patrimoine Manuvie inc.
Montreal, QC
- $24,000 CAD / year
- Full-time
At Diligence Wealth Management, we're looking for motivated individuals who want more than an entry-level job. This is an opportunity to develop the skills needed to become an independent…
Added 8 hours ago
EJ
CA Financial Advisor
Edward Jones
Calgary, AB
- $38,500 to $100,000 CAD / year
- Full-time
Financial Advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial…
Added 8 hours ago
EJ
CA Financial Advisor
Edward Jones
Calgary, AB
- $38,500 to $100,000 CAD / year
- Full-time
Financial Advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial…
Added 8 hours ago
C
Sr. Manager, Email and Distributed Marketing
CIBC
Toronto, ON
- Full-time
…and lead the execution, governance, optimization, and ongoing management of advisor- and business-driven email communications across both Salesforce Marketing Cloud and traditional email…
Added 9 hours ago
EJ
Canada Registered Branch Associate Trainee -Bedford, NS
Edward Jones
Bedford, NS
- Full-time
Wealth Management Essentials (WME) (within 30 months of registration)
Added 9 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 9 hours ago
GC
Client Portfolio Manager
Guardian Capital Advisors
Calgary, AB
- Full-time
…relationships, attract new clients, and deliver sophisticated wealth management…
Added 9 hours ago
SP
Associate Financial Advisor
SafeBridge Private Wealth
Toronto, ON
- Full-time
As an Associate Financial Advisor, you’ll operate as a strategic extension of the Managing Partner - supporting his client relationships, managing workflow, coordinating internal resources,…
Added 9 hours ago
SQ
District Manager
Sunlife Québec
Trois-Rivières, QC · Greater Trois-Rivieres Metropolitan Area
- Full-time
Identify areas of growth opportunities in the District. Implement tactics to grow revenue (premium and wealth deposits) and Client base, while actively promoting improved advisor…
Added 9 hours ago
GC
Client Portfolio Manager
Guardian Capital Advisors
Vancouver, BC
- Full-time
…relationships, attract new clients, and deliver sophisticated wealth management…
Added 9 hours ago
TM
Associate Private Wealth Advisor
The Mirillion Group
Vancouver, BC
- $110,000 to $160,000 CAD / year
- Full-time
Associate Private Wealth Advisor | Vancouver, BC
Added 9 hours ago
TM
Senior Wealth Partner/Advisor
The Mirillion Group
Vancouver, BC
- $175,000 to $225,000 CAD / year
- Full-time
Senior Private Wealth Partner/Advisor | Vancouver, BC
Added 9 hours ago
HW
Portfolio Administrator
Harbourfront Wealth Management
Vancouver, BC
- Full-time
Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $22 billion in assets under…

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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