Licensed Sales Assistant – Wealth Management Support

Raymond James Ltd.; Vancouver; On-site; CAD 45,000 - 55,000; Full time

Benefits offered by this job

Health Benefits

RRSP Matching Program

Employee Stock Purchase Plan

Paid Time Off

Tuition Reimbursement

Job summary

A leading company in wealth management is looking for a Licensed Sales Assistant to support financial advisors and ensure efficient office operations. The role engages in client interactions, service requests, and trade processing while promoting personal growth in a supportive environment. Candidates should have post-secondary education and relevant industry experience, along with exceptional interpersonal skills.

Qualifications

• Minimum of 3 years of industry-related experience.
• Experience in investment brokerage or financial services is preferred.
• Knowledge of investment concepts and compliance regulations required.

Responsibilities

• Support financial advisors by entering client trades and servicing requests.
• Liaison with clients, ensuring accurate paperwork and managing communications.
• Assist with marketing initiatives and prepare client presentations.

Skills

Organization

Customer service

Problem solving

Attention to detail

Interpersonal skills

Education

Post-secondary education

Tools

CRM software

Microsoft Office

Salesforce

Google analytics

Job description

A leading company in wealth management is looking for a Licensed Sales Assistant to support financial advisors and ensure efficient office operations. The role engages in client interactions, service requests, and trade processing while promoting personal growth in a supportive environment. Candidates should have post-secondary education and relevant industry experience, along with exceptional interpersonal skills.