As a Registered Plans Support member at Raymond James, ensure adherence to compliance and assist in the administration of registered investment accounts. Deliver quality support to internal partners.

At Raymond James Ltd., you'll take on the Registered Plans Support role, focusing on the integrity of registered investment accounts. Your responsibilities will include executing transactions for RRSPs, RESPs, TFSAs, LIRAs, and FHSAs, while ensuring compliance with CRA regulations. This role is pivotal for providing needed support and reliability in the investment process.

Key Responsibilities:
• Support the administration of registered investment accounts
• Execute transactions with efficiency and accuracy




• Manage compliance with CRA and regulatory standards
• Provide timely answers to Financial Advisors' inquiries
• Troubleshoot issues affecting account transactions

Requirements:
• Background in registered investment product administration
• Understanding of CRA compliance aspects
• Robust skills in problem-solving and analysis
• Effective communication in supporting financial advisors
• Attention to detail for transaction accuracy

Contribute to excellence in registered plans support at Raymond James.
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📌 Registered Plans Support at Raymond James (British Columbia)
🏢 Raymond James
📍 British Columbia