Licensed Sales Assistant (evergreen)
Vancouver, BCRaymond James Ltd.
3+ ansCandidates need post-secondary education, at least 3 years of industry experience, and investment representative licensing. Strong attention to detail, client service, Microsoft Office and knowledge of account opening, registered accounts and compliance are needed.
Microsoft Office, Salesforce, LinkedIn, CRM software
Licensed Sales Assistant (Evergreen)
Toronto, ONRaymond James Ltd.
3+ ansCandidates need post-secondary education, at least 3 years of industry-related experience and Investment Representative licensing. Strong attention to detail, organization, and experience with Microsoft Office and CRM tools are also needed.
Microsoft Office, Salesforce, LinkedIn, Dataphile, Google Analytics
Licensed Financial Advisor Assistant
Calgary, ABRaymond James Ltd.
2+ ansCandidates need at least two years of investment industry or equivalent experience, completion of the Canadian Securities Course and Conduct and Practices Handbook, and proficiency with Microsoft Office and transaction software such as Dataphile. Strong customer service, attention to detail and confidentiality are essential.
Dataphile, Microsoft Office, Outlook, Excel, PowerPoint, Contact management software
Wealth Advisor Assistant
Calgary, ABRaymond James Ltd.
3+ ansCandidates need post-secondary education, at least 3 years of industry-related experience, and knowledge of investment products and account types such as RRSPs and TFSAs. They also need strong attention to detail, customer service skills, Microsoft Office, and a CIRO IR licence; a CIRO RR licence is an asset.
Microsoft Office, CRM software, LinkedIn, Dataphile
Administrative Assistant
Calgary, ABRaymond James Ltd.
3+ ansRaymond James Ltd. needs candidates with post-secondary education and at least 3 years of industry-related experience. Strong Microsoft Office, attention to detail and confidentiality are required, with investment, CRM and social media experience as assets.
Microsoft Office, PowerPoint, Dynamics CRM, Google Analytics, LinkedIn, Facebook