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
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