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Added 50 mins ago
AH
Occupational Therapist II
Alberta Health Services
Grande Prairie, AB
- Full-time
…expertise to provide care and oversight. Reporting to the Area Manager Allied Health, the Occupational Therapist II collaborates with the Care Community to assess, plan, implement, and…
Added 50 mins ago
AH
Health Care Aide - Regularized Relief Team
Alberta Health Services
Grande Prairie, AB
- Part-time
Active or eligible for registration or practice permit with the College of LPNs and HCAs of Alberta (CLHA) as a Health Care Aide, along with proof of education or completion of Health Care…
Added 50 mins ago
AH
Registered Nurse
Alberta Health Services
Edson, AB
- Part-time
…nursing care according to Hemodialysis Nursing Specialty Scope of Practice, regulating body, clinical policies, and nursing standards. The RN demonstrates a professional demeanor, pursues…
Added 1 hour ago
RM
Manager - Diagnostic Imaging
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
As the Integrated Manager, you will oversee day-to-day operations of Diagnostic Imaging services at both Ross Memorial Hospital (RMH) and Haliburton Highlands Health Services (HHHS). Your…
Added 2 hours ago
HM
Family Practitioner/General Practitioner
Health Match BC
Langley (District), BC · City of Langley, BC
- Part-time
We are a well-equipped practice who is looking for a committed Family Practitioner. We have a dedicated MOA and manager. This position offers an excellent opportunity to provide…
Added 2 hours ago
K
Manager, National CPA Program (12 months contract)
KPMG
AB · Lethbridge, AB · Abbotsford, BC · Chilliwack, BC · Kamloops, BC · Kelowna, BC · Langley (District), BC · Prince George, BC · Vancouver, BC · Vernon, BC · Victoria, BC · Winnipeg, MB · Fredericton, NB · St. John's, NL · Halifax, NS · Hamilton, ON · Kingston, ON · Kitchener, ON · London, ON · North Bay, ON · Oakville, ON · Ottawa, ON · Sault Ste. Marie, ON · Sudbury, ON · Toronto, ON · Vaughan, ON · Waterloo, ON · Windsor, ON · ON · Regina, SK · Saskatoon, SK · Edmonton, Alberta · Kanata, Ontario · Langley, British Columbia
- Full-time
Your work matters. As part of our Audit & Assurance practice, you’ll deliver high quality work that supports trust, transparency, and confidence across both public and private…
Added 2 hours ago
CH
Manager of Clinical Services - Berwick, NS
CBI Health
NS · Berwick, NS
- Full-time
CBI Health is seeking a professional with strong leadership skills to fill the role of Manager of Clinical Services. A unique role to our interdisciplinary settings, the Manager of Clinical…
Added 2 hours ago
HM
Family Practitioner/General Practitioner
Health Match BC
Langley (District), BC · City of Langley, BC
- Full-time
…with strong leadership support from a head MOA and an office manager across all locations. Dedicated communications and IT support are also available. An upstairs space is currently under…
Added 2 hours ago
HM
Family Practitioner/General Practitioner
Health Match BC
Langley (District), BC · City of Langley, BC
- Full-time
…with strong leadership support from a head MOA and an office manager across all locations. Dedicated communications and IT support are also available. An upstairs space is currently under…
Added 2 hours ago
HM
Family Practitioner/General Practitioner
Health Match BC
Langley (District), BC · City of Langley, BC
- Full-time
…with strong leadership support from a head MOA and an office manager across all locations. Dedicated communications and IT support are also available. An upstairs space is currently under…
Added 2 hours ago
HM
Family Practitioner/General Practitioner
Health Match BC
Langley (District), BC · City of Langley, BC
- Full-time
We have 8 physicians, RN, LPN, clinic manager, and full MOA support. No sub-specialty is required. Hospital privileges are not necessary. Long Term Care is not required.
Added 2 hours ago
HM
Family Practitioner/General Practitioner
Health Match BC
Langley (District), BC · City of Langley, BC
- Full-time
This Family Practice is a group of family physicians and nurses providing full service primary medical care for all ages in beautiful Fort Langley. We work together as a cohesive healthcare…
Added 2 hours ago
HM
Family Practitioner/General Practitioner
Health Match BC
Langley (District), BC · City of Langley, BC
- Full-time
This Family Practice is a group of family physicians and nurses providing full service primary medical care for all ages in beautiful Fort Langley. We work together as a cohesive healthcare…
Added 3 hours ago
FH
Registered Nurse, Perinatal - Langley Memorial Hospital
Fraser Health Authority
Langley (District), BC · City of Langley, BC
- $41.42 to $59.52 CAD / hour
- Part-time
In accordance with the British Columbia College of Nurses and Midwives (BCCNM) standards of practice and the Mission and Values of Fraser Health, and working collaboratively with the…
Added 3 hours ago
HM
Family Practitioner/General Practitioner
Health Match BC
Langley (District), BC · City of Langley, BC
- Full-time
We are primarily a family practice clinic with 3 physicians. You will have two dedicated examination rooms and the shifts are completely flexible to your schedule and lifestyle. We are…
Added 3 hours ago
HM
Family Practitioner/General Practitioner
Health Match BC
Langley (District), BC · City of Langley, BC
- Full-time
This Family Practice is currently seeking dedicated and experienced Locum Physicians to join our clinic. We are a well-established practice with a patient volume ranging from 1200 to 4000,…
Added 3 hours ago
HM
Family Practitioner/General Practitioner
Health Match BC
Langley (District), BC · City of Langley, BC
- Full-time
We have 3 physicians, RN, clinic manager and MOA support. Our GPs all work 4 days. We do not do walk-ins but have same-day appointments. Our clinic features 5 exam rooms and a pharmacy…
Added 3 hours ago
HM
Family Practitioner/General Practitioner
Health Match BC
Port Coquitlam, BC
- Full-time
Established clinic with 4 other full-time physicians, experienced MOAs/clinic staff, and a clinic manager
Added 3 hours ago
HM
Family Practitioner/General Practitioner
Health Match BC
Coquitlam, BC
- Full-time
Current Team: 1 Family Physician + 1.5 MOAs + Office Manager
Added 3 hours ago
HM
Family Practitioner/General Practitioner
Health Match BC
Coquitlam, BC
- Full-time
Current Team: 1 Family Physician + 1.5 MOAs + Office Manager
Added 3 hours ago
HM
Family Practitioner/General Practitioner
Health Match BC
New Westminster, BC
- Full-time
Are you a physician or nurse practitioner seeking a balanced, supportive, and modern work environment? We invite you to be part of our growing practice at our New Westminster location!
Added 3 hours ago
HM
Family Practitioner/General Practitioner
Health Match BC
Port Coquitlam, BC
- Part-time
Elgin Medical Clinic is seeking motivated and dedicated physicians to join our well-established, team-oriented medical practice.
Added 3 hours ago
HM
Physical Medicine and Rehabilitation
Health Match BC
New Westminster, BC
- Full-time
Are you a sports medicine specialist and seeking a balanced, supportive, and modern work environment? We invite you to be part of our growing practice at our New Westminster location!
Added 3 hours ago
HM
Family Practitioner/General Practitioner
Health Match BC
Coquitlam, BC
- Part-time
We currently have two rheumatologists joining the practice and are looking to grow into a collaborative multidisciplinary clinic with a combination of family physicians and other…
Added 3 hours ago
HM
Family Practitioner/General Practitioner
Health Match BC
Port Coquitlam, BC
- Part-time
The Medical Clinic is seeking motivated and dedicated physicians to join our well-established, team-oriented medical practice.

Raymond James

Licensed Sales Assistant (evergreen)

Vancouver, BC, Canada

Full-time

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Job details

Job type: Full-time
Experience: A minimum of 3 years of industry related experience; and
Posting language: English
Posted: Sep 29, 2026

Original job description

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 Assistant

How 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 career growth. 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 responsible for and support the team with paperwork, manage head office correspondence, and handle the account opening process for new clients;
Process and follow up on security transactions and transfers, including trade instructions;
Enter trades for Financial Advisors and clients as requested;
Be responsible for all cash management within the team practice, including incoming and outgoing funds, purchases and redemptions of cash equivalents;
Act as team lead during tax reporting season, liaising with tax professionals & clients to provide details, slips and updates as required;
Assist with all marketing initiatives including social media (twitter, LinkedIn), and website content;
Support the Financial Advisors in growth of the overall business;
Maintain files and other general office duties;
Prepare client presentations with guidance from the financial advisor assistants;
Generate and identify leads from online resources and qualify leads via cold calling;
Set up meetings with meaningful prospects;
Conduct research on market intelligence;
Assist on strategizing and administrating email campaigns; Assist with marketing events, seminars, client meetings etc.;
Track and follow-up on opportunities;
Work within LinkedIn and Salesforce; and
Grow and take courses as required for regulatory purposes;

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.

What do we expect from you?

To qualify for this opportunity you possess:

Knowledge of fundamental investment concepts, practices, and procedures used in the securities industry;
Previous experience in administrative processes and procedures, including opening accounts, RRSPs, TFSAs, and corporate accounts;
Compliance practices and regulations;
Social media (eg. Facebook, Twitter, LinkedIn, blog posts, etc.);
Personal tax filing;
CRM (Customer Relationship Management) software and maintaining/improving CRM databases is an asset;
Online marketing tools including Google analytics, website assets, SEO, Facebook, LinkedIn, and Twitter is an asset;
Website editing is an asset;
Salesforce is an asset; and
Dataphile is an asset.

Skill in:

Microsoft Office with a willingness and ability to learn new applications;
Organization, prioritization, and attention to detail;
LinkedIn, Facebook, and Twitter; and
Customer service and problem solving.

Ability to:

Work within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail;
Manage multiple deadlines and tasks;
Demonstrate advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills;
Work independently as well as collaboratively within a team environment;
Display flexibility and willingness to assist others as required;
Exercise tact and discretion in the handling of confidential information; and
Communicate proficiently in French is an asset.

Educational/Previous Experience Requirements:

Post-secondary education;
A minimum of 3 years of industry related experience; and
Experience in the investment brokerage, financial services, banking, or accounting industry is an asset.

Licenses/Certifications:

Investment Representative licensing, including the successful completion of the Canadian Securities Course and the Conduct and Practices Handbook, is required; and
Registered Representative licensing, including the completion of the Wealth Management Essentials Course, is preferred.

We encourage our associates at all levels to:

Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

Salary Range: BC (based on Education, Work Experience, etc) $45,000-55,000 in addition to competitive performance bonuses/incentives.

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More about this job

Responsibilities

The Licensed Sales Assistant supports financial advisors by managing office operations, processing client trades, and handling administrative requests. They also assist with marketing initiatives, client presentations, and lead generation to support business growth.

Requirements

Candidates must have at least 3 years of industry-related experience and hold Investment Representative licensing, including the Canadian Securities Course. Proficiency in Microsoft Office, CRM software, and strong organizational skills are essential for this role.

Skills

Investment concepts
Trade execution
Administrative support
CRM software
Salesforce
Microsoft Office
Problem solving
Communication
Attention to detail
Regulatory compliance
Marketing support
Research
Data management
Financial reporting

Benefits

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

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Investment dealer
Canadian Securities Course
Conduct and Practices Handbook
Salesforce
Dataphile
CRM
Social media marketing
SEO
Google analytics
Trade processing
Compliance
RRSP
TFSA
Client services
Market intelligence
Lead generation
Cold calling
Financial services

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