Join Raymond James as a Registered Plans Specialist, supporting registered investment accounts' administration. Ensure compliance and deliver excellent service to Financial Advisors and partners.

In the role of Registered Plans Specialist with Raymond James Ltd., your main focus will be the administration of registered plans, including RRSPs, RESPs, TFSAs, LIRAs, and FHSAs. You will be involved in executing transactions, troubleshooting issues, and ensuring adherence to CRA requirements. Your efforts will help maintain the firm's high standards of investment account management.

Key Responsibilities:
• Manage tasks related to registered investment accounts
• Process various transactions smoothly and efficiently




• Troubleshoot issues for timely resolutions
• Ensure compliance with regulatory requirements
• Assist Financial Advisors with necessary support

Requirements:
• Proven experience with registered investment products
• Familiarity with CRA regulations regarding investments
• Solid analytical and troubleshooting skills
• Capability to support financial advisors effectively
• Meticulous attention to detail in all transactions

Be a crucial part of Raymond James’ investment service team.
#J-18808-Ljbffr

📌 Raymond James Registered Plans Specialist (British Columbia)
🏢 Raymond James
📍 British Columbia