Ventum Financial is a premier Canadian independent firm providing personalized investment and capital market solutions, recognized for its client-centric approach and entrepreneurial spirit.
Vancouver, British Columbia
We are a leading independent, Canadian-owned and operated private client and capital markets firm, known for our client-centric approach and entrepreneurial spirit. Ventum Financial Corp. is a compelling option for investors and corporate clients seeking unbiased advice and unparalleled service.
On-site · Vancouver
The associate will manage daily trade and settlement reconciliations for mutual funds and GICs, including processing transactions and handling administrative requests. They will also coordinate with internal teams and issuers to ensure accurate financial reporting and commission payouts.
On-site · Toronto
The analyst will support senior bankers in executing financing and advisory mandates, including conducting financial modeling and industry research. They are also responsible for preparing client presentations, pitches, and monitoring capital market trends.
On-site · Vancouver
The role is responsible for processing incoming and outgoing account transfers using ATON and Fundserv while ensuring regulatory compliance. Additionally, the associate manages transfer records, coordinates physical securities, and supports other operational teams as needed.
On-site
Company Overview Ventum Financial is one of Canada’s largest independent investment dealers with approximately 400 employees nationwide and approximately $10 billion in assets under administration. Known for its entrepreneurial spirit and client-first approach, Ventum Financial provides expertise across multiple sectors. For institutional clients Ventum provides expertise across a variety of sectors delivering a range of research, investment banking, advisory, and sales & trading services. For private clients, Ventum offers a comprehensive advisory and wealth management platform for its Inve…
On-site · Vancouver
The role involves supporting the discretionary portfolio management process, including investment strategy development, portfolio construction, and asset allocation research. The Associate will also perform quantitative and fundamental analysis of equity opportunities and prepare investment research reports.
On-site
Company Overview Ventum Financial is one of Canada’s largest independent investment dealers with approximately 400 employees nationwide and approximately $10 billion in assets under administration. Known for its entrepreneurial spirit and client-first approach, Ventum Financial provides expertise across multiple sectors. For institutional clients Ventum provides expertise across a variety of sectors delivering a range of research, investment banking, advisory, and sales & trading services. For private clients, Ventum offers a comprehensive advisory and wealth management platform for its Inves…
On-site · Vancouver
The Investment Advisor Assistant will support a team of Investment Advisors and Portfolio Managers in building and maintaining strong client relationships while performing administrative tasks related to marketing and client service. Key tasks include trade execution, compliance follow-up, and preparing daily reports.
On-site · Winnipeg
The Investment Advisor Assistant will support a team of Investment Advisors and Portfolio Managers by establishing and maintaining strong client relationships while performing administrative tasks related to marketing and client service. Key responsibilities include trade execution, compliance follow-up, and maintaining client data.
On-site · Victoria
The Investment Advisor Assistant will support a team of Investment Advisors and Portfolio Managers by establishing and maintaining strong client relationships while performing administrative tasks related to marketing and client service. Key responsibilities include trade execution, compliance follow-up, and maintaining client databases.
On-site · Toronto
The Investment Advisor Assistant will support a team of Investment Advisors and Portfolio Managers by establishing and maintaining strong client relationships while performing administrative tasks related to marketing and client service. Key responsibilities include trade execution, compliance monitoring, and client inquiries.
On-site · Montréal
The Investment Advisor Assistant will support a team of Investment Advisors and Portfolio Managers in building and maintaining strong client relationships while performing administrative tasks related to marketing and client service. Key responsibilities include trade execution, compliance follow-up, and maintaining client data.
On-site · Edmonton
The Investment Advisor Assistant will support a team of Investment Advisors and Portfolio Managers in building and maintaining strong client relationships while performing administrative tasks. Responsibilities include trade execution, compliance follow-up, and client service inquiries.
On-site · Prince George
The Investment Advisor Assistant will support a team of Investment Advisors and Portfolio Managers in building and maintaining strong client relationships while performing administrative tasks related to marketing and client service. Key tasks include trade execution, compliance follow-up, and preparing daily reports.
On-site · Port Alberni
The Investment Advisor Assistant will support a team of Investment Advisors and Portfolio Managers by establishing and maintaining strong client relationships while performing administrative tasks related to marketing and client service. Key responsibilities include trade execution, compliance follow-up, and maintaining client data.
On-site · Calgary
The Investment Advisor Assistant will support a team of Investment Advisors and Portfolio Managers in maintaining strong client relationships and performing administrative tasks. Responsibilities include trade execution, compliance follow-up, and client service inquiries.
On-site · Ottawa
The Investment Advisor Assistant will support a team of Investment Advisors and Portfolio Managers by maintaining strong client relationships and performing administrative tasks. Responsibilities include trade execution, compliance monitoring, and client service inquiries.
