Top Tech Jobs & Startup Jobs in Vancouver

Provides comprehensive administrative support to the Wealth and Estate Planning and Managed Account Platform teams and department head. Responsibilities include calendar and inbox management, report preparation, intranet maintenance, correspondence and presentation support, travel coordination, expense and invoice processing, event organization, and general administrative duties. The role requires strong organization, communication, discretion, attention to detail, and advanced Microsoft Office proficiency.

Provides administrative and client-service support to Investment Advisors in a wealth management team. Responsibilities include processing and confirming transactions, executing trading orders, maintaining account records, compiling reports, managing client documentation, servicing clients, and supporting marketing initiatives. The role requires securities-industry knowledge, strong organization and communication skills, attention to detail, multitasking ability, and proficiency with Microsoft Office. Experience with Dataphile, Salesforce, and netx360 is beneficial.

Supports high-net-worth and ultra-high-net-worth client relationships, wealth planning, investment advisory, business development, and asset growth. The role coordinates advice across investments, tax, estate, insurance, and financial planning; participates in client and prospect meetings; supports portfolio analysis and strategy implementation; maintains client records and compliance; and contributes to strategic initiatives, presentations, and workflow improvements.

Supports enterprise data platforms, ETL processes, reporting environments, and data integration initiatives. Responsibilities include monitoring data loads, troubleshooting database and reporting issues, developing SQL queries and procedures, validating data, creating Power BI dashboards, supporting Snowflake and Microsoft data platforms, and contributing to data governance, migration, automation, and quality improvements.

Internal Auditor for a 10-month contract performing complex assurance and advisory audits, including ICFR planning, control testing, fieldwork, documentation, and reporting. The role requires coordination with external auditors, recommendations to executive management and the Board, peer reviews, and coaching team members. Candidates should understand brokerage operations, IFRS, COSO, internal audit standards, and risk management, with professional audit or accounting credentials preferred.

Coordinates and records revenue from corporate finance financings and underwriting transactions. Responsibilities include calculating cash and non-cash commissions, processing accounting system entries, preparing account reconciliations, and completing administrative tasks. The role requires accounting knowledge, strong organization and attention to detail, deadline management, intermediate Microsoft Office skills, and preferably prior brokerage experience in corporate finance or underwriting.

Manage relationships with ultra-high-net-worth families, lead client reviews, deliver wealth management and investment advice, and coordinate integrated planning with professional advisors. Drive business development, referrals, asset growth, and prospect conversion while supporting investment reviews, strategic initiatives, mentoring, compliance, reporting, and practice operations. The role serves entrepreneurs, executives, professionals, and multigenerational family clients in a boutique wealth management environment.

Develop and support business intelligence applications using Microsoft BI tools. Responsibilities include maintaining production environments, troubleshooting SSRS reports, stored procedures and Power BI models, creating SQL Server database objects, developing reports and dashboards, analyzing business application usage, and improving data quality and processes.

Provides day-to-day administrative support to a wealth management team, including complex calendar management, meeting and travel coordination, document preparation, communications, records maintenance, expense and budget tracking, vendor coordination, workflow management, technology support, and special projects. The role requires discretion, strong organization, client-service skills, attention to detail, and advanced Microsoft 365 proficiency.

Conducts risk-based AML investigations of individual and corporate clients using transaction data, open-source research, and documentation. Determines whether Suspicious Transaction Reports are required, prepares STRs for FINTRAC, maintains investigation records, advises stakeholders, supports compliance leadership, and responds to regulatory inquiries and audits. The role also contributes to compliance procedures and handles internal and external queries.