Top Tech Jobs & Startup Jobs in Vancouver

Process Canadian and U.S. firm and individual registrations, licensing applications, disclosures, renewals, transfers, and continuing education records. Coordinate with regulators, applicants, HR, compliance teams, and branch personnel to resolve deficiencies and maintain approvals. Reconcile registration fees, schedule licensing examinations, monitor regulatory requirements, update procedures, and support compliance projects while maintaining accurate records and meeting strict deadlines.

Provides administrative and client support to Investment Advisors, including phone and email communication, calendar and priority management, correspondence, presentations, reports, spreadsheets, expense processing, database maintenance, confidential client service, and special projects. The role requires strong organization, communication, discretion, prioritization, and proficiency with Microsoft Office. Banking or securities experience and knowledge of Dataphile or Salesforce are assets.

Supports business development and prospecting for a boutique wealth management team. Responsibilities include researching high-net-worth prospects and referral partners, managing the sales pipeline, conducting discovery conversations, preparing proposals and presentations, coordinating meetings, supporting client acquisition and onboarding, and tracking activities in the CRM. The role also assists with investment strategy presentations and uses approved AI and analytical tools while maintaining confidentiality, accuracy, and compliance.

The Treasury Manager oversees liquidity management, optimizes funding, maintains compliance, develops policies, and collaborates across departments to support financial operations.

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.

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.

Support discretionary portfolio management through portfolio administration, market monitoring, trade execution, rebalancing, investment research, and client communications. Prepare investment notes, maintain model portfolios, track market events, and assist with account administration and trading across equities, fixed income, and FX.

Support a Wealth Management team by maintaining client relationships, processing transactions and documentation, assisting with financial plans, servicing clients, supporting new client acquisition and marketing initiatives, and performing administrative duties.

Provide personalized financial and tax planning to affluent clients: gather client information, prepare and present plans using Conquest, recommend investment, retirement, tax and estate strategies, prepare personal and corporate tax packages, maintain client relationships, and support media and marketing initiatives.

Responsible for enhancing client relationships, updating financial plans, processing documentation, and supporting wealth business development with marketing initiatives.