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.

Mutual Funds Associate – 12 Month Contract
The Mutual Funds Associate will be responsible for supporting the Systematic Plans and Non-Financial Updates functions within the department. Responsibilities will include reviewing and submitting Systematic Plan instructions to fund companies, following up with Non-Financial updates submitted through XML to fund companies, and processing Internal Transfers requests. Due to the time sensitivity of these functions, the successful candidate must possess excellent time management skills and an exceptional attention to detail.

Responsibilities

Submit and follow up on mutual fund systematic plan requests at fund companies

Process internal transfer of RJL mutual fund positions using FundSERV

Manually submit internal transfer requests to mutual fund companies

Submit advisor and client demographic information to mutual fund companies

Review and forward for processing all manual Segregated Fund and Offbook Account applications

Assist/backup other team members as needed

Benefits
We offer flexible workstyles, a competitive compensation and advantages package, including health benefits, RRSP matching, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, discretionary bonuses, tuition reimbursement, and more. We also support internal promotion and community involvement.

Qualifications

Fundamental knowledge of investment concepts, practices, and procedures used in the securities industry





Microsoft Office with a willingness and ability to learn new applications

Customer service, organization, and prioritization skills

The ability to work within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail

Advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills

Work independently as well as collaboratively within a team environment

Professional manner to establish and maintain effective working relationships at all levels of the organization

Tact and discretion in handling confidential information

Educational/Previous Experience Requirements

Minimum of 2 years of industry related experience

Differentiate Yourself

Dataphile / FundSERV

Communicate proficiently in French is an asset

Professional Growth

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 ourselves and others accountable for delivering results that matter

Contribute to the continuous evolution of the firm

Compensation
Salary range: $50,000–60,000 annually, in addition to competitive performance bonuses/incentives. Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

Equal Opportunity
Raymond James is an equal prospect employer and makes all employment decisions on the basis of merit and business needs.

Job Information
Location: Vancouver, BC, Canada. Schedule: Full time. Status: Temporary Full-Time.

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📌 Mutual Funds Associate - 12 Month Contract (British Columbia)
🏢 Raymond James
📍 British Columbia