Sales Assistant

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.

At Velocity Investment Partners, we are our client’s Financial Dream Team, delivering a premium wealth management experience inspired by the flawless service encountered at the world’s finest luxury resorts and brands. As a trusted Family Office, we act as their Family CFO and trusted advisor, providing valued stewardship of their wealth, including coordinating with lawyers, accountants and other advisors. We protect and grow our client’s wealth through exceptional investment management, smart tax strategies, and seamless generational wealth transfer. Our young, energetic, and fast-paced team operates with the precision and camaraderie of an elite sports team, thriving in a demanding environment where excellence is the standard.

Velocity Investment Partners |Sales Assistant

How does the role impact the organization?

As a Sales Assistant at Velocity Investment Partners, you will be an integral part of our high-performance team, ensuring our clients receive unparalleled, ‘Four Seasons-like’ service. You will have a support role with our six investment professionals by managing critical administrative and client-facing tasks with speed, accuracy, and professionalism. Your ability to anticipate needs, handle last-minute requests, and maintain meticulous organization will directly contribute to simplifying the lives of our discerning clients and driving the success of our practice.

What will your role be responsible for?

• Deliver exceptional client experiences by responding to requests with clear, concise, and professional communication, mirroring the polish of a luxury concierge.
• Manage multiple calendars, book flights, and schedule appointments, ensuring seamless coordination for our fast-paced team.
• Greet clients in-person with a polished and professional demeanor, creating a welcoming and sophisticated environment.
• Answer phones, take messages, and address client inquiries with confidence and tact.
• Prepare for meetings by proactively assembling materials and anticipating the needs of our investment professionals, thinking five steps ahead.
• Process some client paperwork, act as backup to manage account openings, and handle office correspondence with impeccable attention to detail.
• Leverage Salesforce to track client interactions and opportunities, with prior knowledge being an asset.
• Support the partner’s marketing initiatives, including saving our media consultant’s work for social media (LinkedIn, YouTube, Twitter), website content, and client events, to enhance our brand’s visibility.
• Handle multiple deadlines and on-the-fly client requests in a high-volume environment, maintaining composure and accuracy under pressure.
• Collaborate with tax professionals and clients during tax season to provide necessary documentation and updates.
• Help bind, prepare client presentations, and support the team in growing our business through thank you letters, emails, welcome packages and onboarding tasks
• Maintain confidential client files and perform general office duties with the utmost discretion.
  
  

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers 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 excel in this role, you should possess:

Knowledge of:

• Administrative processes in a professional services environment, ideally financial services, luxury hospitality, or a similar high-end setting.
• Fundamental wealth management concepts (e.g., RRSPs, TFSAs, account openings) is an asset and will be required as part of the ongoing role.
• Social media platforms (LinkedIn, Twitter) and CRM software, with Salesforce experience being a strong advantage.
• Knowledge of personal tax filing basics (T4 vs T3 vs T5) to assist during tax season is an asset.
  
  

Skills in:

• Exceptional communication, using the right tone and words to convey clear, concise, and professional messages.
• Organization and prioritization, managing multiple tasks and deadlines with meticulous attention to detail.
• Microsoft Office, with a willingness and aptitude to learn new applications.
• Customer service and problem-solving, delivering solutions with a positive and proactive attitude.
  
  

Ability to:

• Thrive in a fast-paced, demanding environment, adapting to last-minute changes with flexibility and precision.
• Work independently and collaboratively, contributing to our team’s ‘F1 pit crew’ dynamic.
• Demonstrate advanced face-to-face, email, and telephone etiquette, reflecting our commitment to premium service.
• Exercise tact and discretion in handling confidential information.
• Communicate proficiently in French is an asset.
  
  

Educational/Previous Experience Requirements:

• Post-secondary education in business administration, hospitality, or a related field is preferred.
• 2–3+ years of experience in a high-end administrative or client-facing role, such as luxury hospitality, financial services, or a Family Office environment.
• Licensing (e.g., Canadian Securities Course) is not required; candidates with relevant experience in a similar high-performance setting are welcome to apply.
  
  

Licenses/Certifications:

• None required; willingness to pursue relevant courses for professional development is encouraged.
  
  

Join Velocity Investment Partners and become part of an elite team dedicated to simplifying the complex financial lives of our clients. If you’re ready to deliver ‘Amazon-like’ efficiency and ‘Four Seasons-like’ service, apply today to help us drive success for our clients and our firm.

Salary Range: $50,000–$55,000 (based on education and experience) plus competitive performance bonuses/incentives.

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 [email protected]. 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.

Job

Wealth management

Primary Location

CA-BC-Vancouver-Vancouver

Organization

Branch

Schedule

Full-time

Status

Permanent Full-Time