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.

📌 Registered Plans Support At Raymond James Vancouver
🏢 Raymond James
📍 Vancouver