Licensed Sales Assistant

Leede Financial is one of Canada’s leading independent investment dealers, offering a full range of investment products and services to clients nationwide. Our team of experienced investment advisors and portfolio managers deliver timely, objective financial advice to help clients achieve their long‑term goals.

We are seeking an energetic, detail‑oriented, and organized Licensed Sales Assistant to join our Toronto office. This role provides key administrative and client service support to Senior Management and Investment Advisors, ensuring efficient operations and an exceptional client experience.

Key Responsibilities

• Provide operational and administrative support to investment advisors, including processing client transactions and documentation in accordance with firm policies and regulatory standards.
• Manage day‑to‑day client inquiries and deliver prompt, professional customer service.
• Prepare and process account opening forms...