Join to apply for the Licensed Sales Assistant (evergreen) role at Raymond James Ltd. 2 weeks ago Be among the first 25 applicants Join to apply for the Licensed Sales Assistant (evergreen) role at Raymond James Ltd. At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together .Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.Licensed Sales AssistantHow does the role impact the organization?The primary role of the Licensed Sales Assistant is to support a team of financial advisors and the Branch Manager (BM) by ensuring the office is managed efficiently and effectively. The position is responsible for entering client trades, servicing client requests and processing trade instructions by phone, and ensuring client paperwork is up to date and accurate.This is a supportive team environment which promotes personal growth opportunities.



Drawing on previous experience as an Administrative Assistant in a financial services firm, or upon a degree/diploma within Financial Management or Business Administration, you must have meticulous attention to detail, possess a positive attitude, and have exceptional interpersonal skills. The successful candidate must also be responsible, confident, self-motivated, and a team player.What is the position responsible for?Foster and support client relationships by liaising with clients, responding to requests and demonstrating proactive problem solving; Support clients’ general day-to-day administrative and trade requests in a timely and confidential manner; Handle incoming and outgoing phone calls with clients and respond to requests for information; Schedule appointments, prepare for meetings, and follow-up; Be responsiblefor and support the team with paperwork, manage head office correspondence, and handle the

📌 Licensed Sales Assistant (Evergreen) (Vancouver)
🏢 Raymond James
📍 Vancouver