Top Tech Jobs & Startup Jobs in Vancouver

The Financial Planner prepares comprehensive financial plans, collaborates with advisors, and maintains client relationships, focusing on high net worth clients' financial needs.

Design, build, and integrate AI-powered features using foundation models and managed cloud AI services. Develop RAG pipelines, agent/tool-calling workflows, fine-tune hosted models, implement data governance and security, evaluate vendors, establish monitoring and cost-control, define technical standards, mentor developers, and work with risk, compliance, and business stakeholders to deliver regulated AI solutions.

Review and process new account documentation for regulatory, AML, FATCA and tax compliance; perform credit and corporate checks; respond to client inquiries; prepare and package documents for scanning/mail; complete ad hoc projects; cross-train and provide backup support.

The Associate, Relationship Manager manages day-to-day client interactions, ensuring timely responses to inquiries, processing transactions, preparing reports, and enhancing client relationships through effective communication and subject matter expertise.

Process inbound and outbound account transfers, set up CDS/DTC/ARROW trades, post journal entries, respond to internal and external transfer inquiries, follow up to move assets, maintain departmental resources and reporting, and support related projects.

Support Wealth & Estate Planning Specialists by creating financial plans, providing administrative support, entering client data into Conquest/Propel/insurer systems, producing life and living benefits illustrations, preparing insurance applications, maintaining accurate records and monthly pipelines, performing client outreach, supporting advisor training, and assisting on team improvement projects.

Provide administrative support to a Wealth Management team: process and confirm client transactions, execute trading orders, maintain account lists and reports, manage client documentation, assist client servicing and marketing initiatives, and perform additional office duties to support investment advisors and client relationships.

Design and implement defense-in-depth security architectures aligned with zero trust across on-prem, cloud, and hybrid environments. Lead enterprise deployment and optimization of Microsoft Defender Suite, IAM (Azure AD, conditional access, PAM), network security (segmentation, WAF, SASE), vulnerability management, NDR, and SIEM. Conduct threat modeling and security assessments, drive governance and compliance, mentor teams, and promote security culture and innovation across the organization.

Provide client-facing securities operations support for US-resident clients, processing warrants, option exercises, legend removals, wires, and physical certificate deposits/withdrawals. Communicate with issuers, transfer agents, and legal counsel, maintain SLAs, track payments, respond to inquiries, and cross-train across Securities Services.

Support a wealth management team by processing client transactions, executing trades, maintaining accounts and reports, servicing clients, and assisting with business development and administrative tasks.