Location: Vancouver, BC
Position Type: Permanent Full-Time (Hybrid available after 6 months)
Salary: $45,000 – $48,000 per year, plus discretionary performance bonus
Position Overview This role is an ideal opportunity for a junior candidate or a fast learner eager to build a rewarding career in wealth management. Beyond traditional administrative duties, the successful candidate will leverage modern productivity tools—including approved, secure Generative AI (GenAI) technologies—to enhance efficiency, communication, and client support in a regulated financial environment.
Key Responsibilities Client Experience & Front-Office Operations
Manage incoming phone calls, greet clients and guests warmly, and maintain a polished, professional office environment.
Coordinate and schedule client and internal meetings, manage calendars, and oversee seamless meeting logistics.
Support client onboarding activities, gather necessary documentation, and ensure adherence to all applicable CIRO and firm compliance requirements.
Operational Administration & Documentation
Prepare professional correspondence, reports, and client-facing materials while tracking documentation accurately.
Maintain CRM data integrity through periodic reviews and updates, ensuring all client records remain current and fully compliant.
Marketing, Digital Support & Events
Assist with content preparation, posting schedules, and messaging aligned with Raymond James brand standards.
Support the planning and execution of client events, seminars, and community initiatives.
Maintain basic website content and coordinate updates with internal or external partners.
GenAI & Modern Productivity Tools
AI-Assisted Drafting: Utilize approved, secure GenAI tools to draft emails, summarize documents, prepare meeting notes, and generate first-pass report versions.
AI-Enhanced Research: Leverage secure AI tools to gather background information, compare data, or prepare briefing materials.




Workflow Automation: Apply AI-powered tools to streamline repetitive tasks such as document formatting, data organization, and template creation.
Responsible AI Use: Adhere strictly to privacy, compliance, and data-handling protocols when using technology in a regulated financial setting.
Qualifications & Required Skills Education: Post-secondary education in finance, business, financial planning, or wealth management preferred.
Industry Experience: Previous experience in financial services or a CIRO-regulated environment is considered a robust asset.
Licensing: CIRO Investment Representative license (or the ability/willingness to obtain it within 6 months). U.S. licensing may be discussed depending on scope.
Technical Skills: Advanced proficiency in Microsoft Office (Word, Excel, PowerPoint, OneNote, Outlook) and modern browsers; willingness to learn new technologies and AI-supported workflows.
Core Attributes: Meticulous attention to detail, strong verbal and written communication skills, proactive self-direction, and a collaborative, team-oriented approach.
Language: Proficiency in English required; additional languages are an asset.
What We Offer Compensation & Rewards: Competitive full-time salary of $45,000–$48,000, plus a discretionary performance bonus.
Benefits & Time Off: Comprehensive benefits package, vacation time, paid volunteer days, and professional development support.
Growth & Support: Full reimbursement for required industry licensing and a clear pathway for internal career growth within a people-first culture.
About the Company At Raymond James, we develop, collaborate, decide, deliver, and improve together. As one of Canada’s leading independent investment dealers, Raymond James Ltd. offers high-quality investment products and services designed to provide customized wealth solutions. At our Vancouver office, Weinmar Wealth fosters a supportive, collaborative, and forward-thinking environment where your contributions are valued from day one.

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📌 Client Service Assistant Weinmar Wealth – Raymond James Ltd. (British Columbia)
🏢 Acsenda
📍 British Columbia