Become a key player in credit management at Raymond James Ltd. as a Temporary Credit Officer for 12 months. Leverage your risk management skills to oversee retail credit accounts effectively.

This position is essential for the Credit team, focusing on increasing operational efficiency. Your duties will encompass monitoring debits, authorizing financial transactions, and ensuring strict adherence to internal policies. Work collaboratively to help maintain compliance across all departments.

Key Responsibilities:
• Regulate Margin, Cash, and RRSP account debits
• Authorize wire transfers and cheque requests
• Review client portfolios for securities-related risks
• Approve internal transfers and stock withdrawals
• Assist in monitoring trades in restricted accounts

Requirements:
• 3+ years' experience in the Canadian securities sector
• Bachelor's degree in Business, Finance, or Economics
• Familiarity with Dataphile or equivalent systems
• Experience in margin account management is an advantage
• Proficiency in French is highly regarded

Support Raymond James by optimizing credit operations in Vancouver.
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📌 Temporary Credit Officer at Raymond James (British Columbia)
🏢 Raymond James
📍 British Columbia