About this role
Sales Assistant at Raymond James Ltd.. Location: Nanaimo, British Columbia, Canada. Role: entering trades, supporting clients, processing transactions Requirements: Support financial advisors with trade entry, client service, account administration; strong investment knowledge; must meet RR-licensing prerequisites (post-secondary education or 4 years industry experience) and obtain RR, CIRE (CIFC/CPH equivalent), and RSE within 12 months. Category: Sales Seniority: Mid Level Tools: Microsoft Dynamics, Google Analytics, LinkedIn, Twitter, Dataphile, SEO Certifications: rr, cifc/cph (cire), rse, cfa level 1, cfp, series 65 Commitment: Full Time Workplace: Onsite Languages: English