Top Tech Jobs & Startup Jobs in Vancouver

Support a Wealth Management team by making outbound marketing calls to qualified prospects, nurturing leads, preparing marketing materials and correspondence, maintaining databases and records, and assisting with special projects to drive business development.

The Senior Associate will manage client tax reporting, validate tax files, perform withholding corrections, and ensure compliance with tax regulations throughout the year.

Support a Wealth Management team by processing client transactions, maintaining account lists, assisting with documentation, and developing client relationships.

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.