Elevate your career as a Credit Officer on a 12-month contract with Raymond James Ltd. This role focuses on monitoring retail credit usage and risk management within the securities sector.
As a vital member of the Credit team, you will leverage your securities industry knowledge to manage accounts effectively. Your responsibilities include authorizing transfers, reviewing client portfolios, and responding to credit-related queries. With a strong emphasis on regulatory compliance, you will play an integral role in maintaining financial integrity across the organization.
Key Responsibilities:
• Monitor account debits in Margin, Cash, and RRSP accounts
• Authorize electronic transfers and cheque requests
• Review client portfolios for credit issues and risks




• Approve internal transfers and stock withdrawals
• Respond to inquiries regarding credit policies and regulations
Requirements:
• Minimum 3 years in the Canadian securities industry
• Post-secondary education in Business or Finance
• Experience with Dataphile or similar applications
• Robust analytical skills and attention to detail
• Proficiency in Microsoft Office
Utilize your expertise in credit management to contribute to Raymond James' success in maintaining efficient financial operations.
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📌 Credit Officer Contract at Raymond James (Vancouver)
🏢 Raymond James Financial
📍 Vancouver