Drive effective credit management at Raymond James Ltd. as a Credit Officer on a 12-month contract. Utilize your experience in the securities industry to monitor retail credit usage effectively.

In this vital role, you will be integral to the Credit team's success. Your responsibilities include monitoring accounts, authorizing transactions, and reviewing client portfolios for risk issues. Collaborate with various departments to ensure compliance and provide insights for capital reporting.

Key Responsibilities:
• Monitor debits in Margin, Cash, and RRSP accounts
• Authorize EFT, wire transfers, and cheque requests
• Review portfolios for margin/credit issues
• Approve account transfers and stock withdrawals
• Respond to credit-related inquiries from other departments

Requirements:
• Minimum 3 years in the Canadian securities industry
• Post-secondary education in Business, Finance, or Economics
• Experience with Dataphile or similar applications
• Knowledge of margin account maintenance and portfolio reviews
• French proficiency is a solid asset

Harness your financial expertise to support Raymond James's credit operations in Vancouver.
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📌 Credit Officer Contract at Raymond James (British Columbia)
🏢 Raymond James
📍 British Columbia