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.

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, maintaining account lists, assisting with documentation, and developing client relationships.

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.

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 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.

Manage portfolio operations including trade execution and allocation, fee account setup and calculations, investigate and resolve client account issues, perform risk management, liaise with stakeholders, and support process improvement projects.

Work with stakeholders to analyze, document and improve operations processes and systems for Capital Markets and Wealth Management. Elicit and document requirements, perform workflow analysis, coordinate with vendors and IT, prepare test plans/scripts, participate in project delivery, training, and documentation to ensure successful system and process changes.

The Associate, New Accounts Services will perform credit checks, process documents, respond to inquiries, prepare packages, and support team members as needed.

Manage employee compensation programs, oversee share-based accounts, ensure accurate payroll operations, and support financial reporting and audits.