Licensed Sales Assistant (evergreen)

Licensed Sales Assistant role at Raymond James in Vancouver, BC. Support a team of financial advisors and the Branch Manager by managing office operations, client relationships, and administrative tasks.

Requirements

• Knowledge of fundamental investment concepts and practices
• Previous experience in administrative processes and procedures
• Compliance practices and regulations
• Social media skills
• CRM software and database management skills
• Online marketing tools and website editing skills
• Salesforce and Dataphile skills

Benefits

• Health Benefits
• RRSP Matching Program
• Employee Stock Purchase Plan
• Paid Time Off
• Volunteer Days
• Discretionary Bonuses
• Tuition Reimbursement