Leede Financial Inc. is one of Canada's leading independent investment dealers, providing a full range of investment products and services to clients all across Canada. Our diverse group of experienced and knowledgeable investment advisors and portfolio managers offer timely, objective financial advice, helping clients achieve their long-term financial goals.
We are currently seeking a Sales Assistant to join our Vancouver office. This is a full-time, on-site position with working hours from 6:00 AM to 2:00 PM. The ideal candidate will be fluent in English and Mandarin and skilled at providing excellent customer service to our diverse clientele, including Chinese-speaking clients. This role involves supporting Senior Management and Investment Advisors with professional, efficient administrative management of client accounts, in line with the firm’s policies and regulatory standards.
Key Responsibilities
- Provide operational support to Investment Advisors, including processing client transactions based on instructions.
- Deliver exceptional customer service to clients, addressing inquiries regarding accounts, products, and services.
- Assist with the organization of the advisor's daily schedule and activities.
- Manage administrative tasks such as account openings, document preparation, and data entry with accuracy and attention to detail.
- Monitor daily account activity and handle administrative details to support the advisor’s workflow.
- Ensure compliance with regulatory standards by reviewing and completing forms, transaction corrections, cheque requisitions, and account transfers.
- Execute buy and sell transactions for clients under the advisor’s direction.
- Contribute to identifying operational risks and recommending process improvements.
Qualifications
- Fluency in English and Mandarin (spoken and written) is essential to support Chinese-speaking clients effectively.
- Completion of the Canadian Securities Course is an asset.
- Previous experience in the financial services or brokerage industry is preferred.
- Strong organizational skills with the ability to prioritize tasks and meet deadlines under pressure.
- Exceptional communication skills and a customer-focused mindset.
- Proficiency with Microsoft Office applications (Word, Excel) is required; experience with Dataphile is an asset.
Compensation
Salary and benefits are competitive within the industry and will be commensurate with the successful candidate’s qualifications and experience.
How to Apply
Candidates interested in this opportunity should submit a resume and cover letter outlining their qualifications and language proficiency.
We strive to foster a workplace that reflects the diversity of people and the clients we serve, and we are committed to excellence and inclusion in our organization. We welcome applications from all qualified candidates. We thank all those who apply; however, only those selected for an interview will be contacted.
Job Type: Full-time
Pay: $40,000.00-$60,000.00 per year
Additional pay:
Benefits:
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- Profit sharing
- Vision care
Flexible language requirement:
Schedule:
Experience:
- sales: 1 year (preferred)
Licence/Certification:
- Driving Licence (preferred)
Work Location: In person
