Sales Assistant, Wealth Manager Assistant, Office

6 days ago


Victoria, Canada Heart Wealth Management Group of Raymond James Full time

This position is office-based Monday to Friday 9am to 2pm or full-time 37.5 hours per week. Key responsibilities include coordinating client meetings and events, managing day-to-day client requests, processing trades and maintaining accurate client records. This role also involves supporting marketing initiatives, administering client files in compliance with regulatory standards, and offering technological support to team members as needed.

**Job Types**: Full-time, Part-time, Permanent

Pay: $48,000.00-$60,000.00 per year

Expected hours: 25 - 37.5 per week

Additional pay:

- Bonus pay

**Benefits**:

- Dental care
- Extended health care
- Paid time off
- Profit sharing
- RRSP match
- Tuition reimbursement

Flexible language requirement:

- French not required

Schedule:

- Monday to Friday
- Morning shift

**Education**:

- Bachelor's Degree (preferred)

**Experience**:

- Financial services: 3 years (required)

**Language**:

- English fluently (required)

Licence/Certification:

- CSC (preferred)
- CFP (preferred)

**Location**:

- Victoria, BC V8W 2E1 (required)

Work Location: In person



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