Calgary Ab Private equity Jobs – 58 Openings This Week

Investment Advisor Assistant
Ventum Financial Corp. —Calgary, AB
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Principal, Assurance, Privately Held Business
Doane Grant Thornton —Calgary, AB
- Full-time
- Hybrid work
- Business development
- Bachelor's
- Accounting
Senior or Manager, Financial Diligence (Calgary)
EY —Calgary, AB
- Microsoft Excel
- Master's degree
- Analysis skills
- Dental care
Vice President, Tax Specialist, Tax & Estate Planning
Richardson Wealth Ltd —Calgary, AB
- $146,700–$179,300 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Dental care
- Paid time off
Quick apply
Manager, Financial Diligence (Calgary)
EY —Calgary, AB
- Microsoft Excel
- Master's degree
- Analysis skills
- Dental care
Calgary - High Net Worth - Tax Manager
EY —Calgary, AB
- Master's degree
- Bachelor's
- No university degree
- Dental care
Tax Manager - Private Tax - Calgary
EY —Calgary, AB
- Master's degree
- Bachelor's
- No university degree
US Corporate Tax - Calgary - Senior Manager
EY —Calgary, AB
- Microsoft Excel
- Research
- Master's degree
- Dental care
Senior Manager, Business Tax - Calgary
Deloitte —Calgary, AB
- $116,000–$215,000 a year
- Hybrid work
- Microsoft Excel
- Master's degree
- Bachelor's
Senior Manager - Tax - Global Compliance and Reporting - Calgary
EY —Calgary, AB
- Management
- Research
- Master's degree
Keyholder
Value Buds —Calgary, AB
- Part-time
- Hospitality
- Customer service
- Communication skills
- Dental care
Quick apply
5h
Project Accountant – Full Time 18-Month Contract
Hatfield Consultants —Calgary, AB
- $65,000–$85,000 a year
- Full-time
- ERP systems
- Finance
- Accounting
- Dental care
- Vision care
2h

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Execute a high degree of client follow-ups; Assist Investment Advisors with processing, confirming and management of client transactions including: transfers,…
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Investment and Executive Associate
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A disciplined, risk-first approach emphasizing capital preservation and sustainable returns. Provide executive support to senior leadership (Chairman / CEO /…
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Quick apply
Mortgage Specialist - Durham
Scotiabank —Ajax, ON
Build lasting relationships with clients, referral partners, and community stakeholders to generate mortgage opportunities and referrals.

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Investment Advisor Assistant

Ventum Financial Corp.
Calgary, AB

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Job details

Permanent | Full-time

Qualifications

Microsoft Powerpoint
Microsoft Word
Investment
Microsoft Excel
Sales
Sales administration
English
Microsoft Office
Financial services
CSC
Document management
Communication skills
Time management

Full job description

COMPANY OVERVIEW

Ventum Financial Corp. is an independent, Canadian-owned investment firm managing more than $8 billion in assets with nearly 400 employees across 13 offices nationwide. Founded on trust, experience and ambition, Ventum prioritizes excellence in client service.

Our Private Client Services division comprises over 120 Investment Advisors, Portfolio Managers and Commodities Futures Advisors who deliver tailored wealth strategies. Serving more than 75,000 clients globally, we offer portfolio management, investment advisory, access to new issues, commodities futures and venture financing. Through our affiliate, Ventum Insurance Services Corp., we also provide estate and insurance planning for comprehensive wealth management.

Ventum’s Capital Markets division ranks among Canada’s top teams, providing mid-market corporate clients with investment banking, advisory, mergers and acquisitions, research and institutional sales services. As a full-service independent investment bank, we combine sector expertise and proven execution to offer clarity and confidence in complex markets.

Ventum is a member of the Canadian Investment Regulatory Organization (CIRO) and all major Canadian stock exchanges.

POSITION OVERVIEW:

Ventum Financial Corp. is currently looking for Investment Advisor Assistants to join our Private Client Services team in our various office locations mentioned above. This role will support a team of Investment Advisors/Portfolio Managers in establishing and maintaining strong client relationships, and perform required administrative tasks related to marketing, client service and relationship management.

Key Responsibilities:

Actively build strong working relationships across all levels within and outside the branch by maintaining a working knowledge of the business environment, keeping the investment advisor informed, responding to business needs, and providing practical solutions
Liaison with Back Office Operations/ Retail Equity Trading/ Compliance Enter Equity trades in Dataphile trading platform
Maintain Quote Watch list of current positions/ Major Indices
Morning Portfolio sheets prepared daily (Dataphile)
Morning Trade reconciliation (check for shorts/commission/trade allocation errors)
Cash reconciliation (Tbils/MMfund)
Prepare day’s end holdings report for all positions traded
Trade updates
Re-Org (monitor Re-org notices pertaining to positions held)
Review, administer and follow-up on all Compliance related queries
Review, administer and follow-up on credits and debits
Provide excellent client service to all inquiries, including quotes and client account related inquiries
Address any compliance/suitability issues on Portfolio AID
Help build marketing material
Implement and administer a CRM and gather pertinent client data to build maintain the database
Tax and Banking/CRA Document Management

Requirements:

At least 3 years of experience working within regulated financial services industry as Admin/Sales Assistant to Investment Advisors
CIRO Licensed (IR or RR) mandatory and licensed with Options strongly preferred
Ability to work quick and under strict deadlines
Strong planning, organizational and time management skills with the ability to prioritize tasks efficiently
Exceptional interpersonal skills when interacting with clients and internal colleagues, including senior management and senior financial professionals (Investment Advisor(s) and Portfolio Manager(s))
Understands the importance of Compliance with established operating procedures and protocols
Trade execution experience
Knowledge of industry regulatory rules, relevant legislation and requirements and keeping up with systems and regulatory changes
Proactive, confident, and professional approach to problem-solving, at times with minimal supervision
Detail oriented with advanced knowledge of administrative functions and procedures
Takes ownership of tasks and consistently shows initiative in finding solutions.
Excellent oral and written communication skills

Qualifications:

Strong oral and written English communication skills
At least 3 years of Sales Administration experience in the investment industry is a must
5+ years of experience within a sales and/or brokerage industry environment is a strong asset
Canadian Securities Course (current)
Conduct & Practices Handbook (current)
Advanced skills in Microsoft Office (Excel, PowerPoint and Word)
Requires exceptional discretion and confidentiality in handling sensitive information
Acts as a positive team-player – trustworthy, capable, and reliable.

We thank all applicants for their response but only those considered for an interview will be contacted.

Ventum is committed to fostering an inclusive, accessible environment where all employees and customers feel valued, respected, and supported. If you are invited to interview and require accommodation (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

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Refine Your Search

private equity jobs in calgary ab

Investment Advisor Assistant

Principal, Assurance, Privately Held Business

Senior or Manager, Financial Diligence (Calgary)

Vice President, Tax Specialist, Tax & Estate Planning

Manager, Financial Diligence (Calgary)

Calgary - High Net Worth - Tax Manager

Tax Manager - Private Tax - Calgary

US Corporate Tax - Calgary - Senior Manager

Senior Manager, Business Tax - Calgary

Senior Manager - Tax - Global Compliance and Reporting - Calgary

Keyholder

Project Accountant – Full Time 18-Month Contract

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