Licensed Sales Assistant (Evergreen)
Toronto, ONFull Time
Raymond James Ltd.
3+ YOECandidates 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, AB$45k–$55k/yrFull Time
Raymond James Ltd.
3+ YOECandidates 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