Join Raymond James Ltd as a Credit Officer on a 12-month contract, focusing on risk management and credit monitoring within a team-oriented team workplace. Make a significant impact in the world of finance.
In this role, you will apply your expertise in the securities industry, helping manage client accounts and ensuring compliance with regulations. Key tasks include reviewing portfolios for risks, approving transfers, and maintaining essential documentation for capital reporting. Your proactive approach will contribute to enhancing the overall operational effectiveness of the Credit department.
Key Responsibilities:
• Regulate debits across assigned Margin and Cash accounts
• Authorize EFTs and cheque requests based on risk




• Review and analyze client portfolios for issues
• Monitor trades in trade-restricted accounts
• Prepare capital reporting aligning with CIRO requirements
Requirements:
• At least 3 years of securities industry experience
• Educational background in Finance or Economics
• Proficient in using Dataphile or similar software
• Exceptional problem-solving abilities
• Excellent verbal and written communication skills
Leverage your knowledge in securities and client services to thrive at Raymond James as a Credit Officer.
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📌 Credit Officer With Risk Management Skills Vancouver
🏢 Raymond James Financial
📍 Vancouver