Support registered investment accounts with Raymond James as a Registered Plans Associate. Ensure compliance, troubleshoot transactions, and provide timely assistance to Financial Advisors and partners.
At Raymond James Ltd., a leading independent investment dealer in Canada, the Registered Plans Associate is vital in maintaining the integrity of registered investment accounts. You will handle tasks related to RRSPs, RESPs, TFSAs, LIRAs, and FHSAs, processing transactions and ensuring regulatory compliance. Your role ensures seamless execution and support throughout various registered plan products.
Key Responsibilities:
• Administer registered plans and related products efficiently
• Process contributions and transactions for registered accounts




• Troubleshoot issues related to investment account transactions
• Ensure compliance with CRA and regulatory standards
• Provide accurate support to Financial Advisors and internal teams
Requirements:
• Experience in managing registered investment accounts
• Knowledge of CRA regulations and compliance
• Solid troubleshooting and problem-solving skills
• Excellent communication with internal teams and advisors
• Detail-oriented approach to ensure transaction accuracy
Deliver top-notch support in the registered investment realm at Raymond James.
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📌 Registered Plans Associate At Raymond James Vancouver
🏢 Raymond James
📍 Vancouver