Job Description: Process, post, and settle investment transactions across Equities, Fixed Income, and Derivatives in an accurate and timely manner Communicate trade details, settlement instructions, and exception resolutions with brokers, custodians, and trust companies Investigate and resolve trade breaks, settlement discrepancies, and operational issues efficiently Support daily operational controls and contribute to process improvement initiatives Assist with operational, systems, and business enhancement projects as required Maintain accurate and well-organized records, documentation, and operational files Collaborate with portfolio managers, traders, administrators, and external counterparties to ensure smooth operational workflows Contribute to a culture of continuous improvement, accountability, and operational excellence Monitor and ensure the accuracy of security master information, including: Equity pricing

Dividends and corporate actions

Interest accruals and payments

Mortgage-backed securities (MBS) payments

Futures contracts

Foreign exchange rates and related market data What We Offer: Employee Ownership: As an employee-owned firm, we believe in rewarding those who contribute to our collective success.

Team members have the opportunity to become future shareholders and grow alongside the firm.

Open and Transparent Culture: We value open dialogue, collaboration, and trust.

Everyone has a voice, and ideas are encouraged - whether they come from a new hire or a long-time partner.

Team-Oriented and Supportive Environment: Youll work closely with experienced professionals who are approachable, respectful, and invested in each others success.

Work-Life Balance: We understand that personal well-being fuels professional excellence.

Our flexible,



balanced approach enables you to thrive both inside and outside of work.

Learning and Development: As part of a boutique firm, youll gain exposure to multiple facets of the investment business and have the chance to broaden your skills and impact.

Shared Purpose: Join a firm built on independence, integrity, and long-term relationships where we measure success by the trust we build and the results we deliver for our clients.

Competitive Compensation Package: Salary range of $60,000 - $65,000 per annum, with flexibility for exceptional candidates with highly relevant experience.

Compensation will be commensurate with education, experience, and internal parity; includes RRSP contribution, extended health benefits from day of joining (no waiting period), and three weeks vacation, annually.

Job Qualifications: Minimum 35 years of experience in securities settlements, trade operations, or investment operations within an asset management, investment management, or financial services environment Solid understanding of settlement processes across Equities, Fixed Income, and Derivatives Proficiency with Bloomberg and Microsoft Office applications, particularly Excel Completion of the Canadian Securities Course (CSC) is considered a strong asset Strong communication and interpersonal skills, with the ability to liaise effectively with brokers, custodians, trust company personnel, traders, and internal stakeholders Exceptional attention to detail and commitment to accuracy in a quick-paced environment Demonstrated problem-solving skills with the ability to identify and resolve issues quickly and efficiently Strong organizational and time management skills with the ability to manage competing priorities and deadlines Ability to work independently while contributing positively to a collaborative team environment

📌 Trade Operations Specialist (Vancouver)
🏢 Leith Wheeler Investment Counsel
📍 Vancouver