Become an integral part of Raymond James as a Sales Assistant in Nanaimo, BC. Support Financial Advisors and the Branch Manager in delivering outstanding client experiences.
In this full-time role, you will directly assist two Financial Advisors managing over $500 million in AUM. Proficiently manage trades, client requests, and documentation while ensuring smooth operations. Grow with a supportive team that values continuous learning and upward mobility, with aspirations to progress into an Associate role within 2-3 years.
Key Responsibilities:
• Foster strong relationships with clients through effective communication
• Manage trade-related requests and administrative tasks
• Schedule appointments and prepare meeting materials




• Process security transactions and enter trades accurately
• Assist with marketing initiatives and client events
Requirements:
• Post-secondary education in a relevant field or 4+ years of experience
• Solid understanding of investment concepts and compliance practices
• Familiarity with social media, CRM, and digital tools
• Must obtain Registered Representative licensing
• Ambitious candidates eager for career advancement
Elevate your career potential while supporting a high-performing investment team at Raymond James.
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📌 Sales Assistant at Raymond James (Nanaimo)
🏢 Raymond James
📍 Nanaimo