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Added 11 mins ago
BC
Registered Practical Nurse - Critical Care
Brant Community Healthcare System
Brantford, ON
- Full-time
With Over 130 Years Of Service, BCHS Is Evolving With a Renewed Focus On Excellence, Collaboration, And Innovation. Our Strategic Priorities Center On Quality Care, Connected Teams, And a…
Added 11 mins ago
BC
Registered Practical Nurse - Operating Room
Brant Community Healthcare System
Brantford, ON
- Full-time
Exceptional interpersonal and communication skills with a team focus
Added 11 mins ago
BC
Registered Practical Nurse - Critical Care
Brant Community Healthcare System
Brantford, ON
- Full-time
With Over 130 Years Of Service, BCHS Is Evolving With a Renewed Focus On Excellence, Collaboration, And Innovation. Our Strategic Priorities Center On Quality Care, Connected Teams, And a…
Added 11 mins ago
BC
Registered Practical Nurse - Cardiology/Telemetry
Brant Community Healthcare System
Brantford, ON
- Full-time
With over 130 years of service, BCHS is evolving with a renewed focus on excellence, collaboration, and innovation. Our strategic priorities center on Quality Care, Connected Teams, and a…
Added 11 mins ago
BC
Registered Practical Nurse - Cardiology/Telemetry
Brant Community Healthcare System
Brantford, ON
- Full-time
With over 130 years of service, BCHS is evolving with a renewed focus on excellence, collaboration, and innovation. Our strategic priorities center on Quality Care, Connected Teams, and a…
Added 11 mins ago
BC
Registered Practical Nurse - Operating Room
Brant Community Healthcare System
Brantford, ON
- Full-time
Exceptional interpersonal and communication skills with a team focus
Added 11 mins ago
BC
Anesthesia Assistant
Brant Community Healthcare System
Brantford, ON
- Full-time
…patients' cardiorespiratory conditions. The AA is a collaborative team member, working alongside the nursing team to meet the needs of the patients who are under the care of an…
Added 40 mins ago
CA
LINE SERVICE TECHNICIAN - FT
Cutter Aviation
Edmonton, AB
- Full-time
Cutter Aviation is currently searching for an energetic and knowledgeable member of our Line Service team. The Line Service Technician (LST) must be an exceptional relationship builder with…
Added 56 mins ago
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- Part-time
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Added 2 hours ago
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- Full-time
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- Full-time
Proactively support the Line Service crew as a back-up team member as required by manpower and the needs of the business (fueling and towing of aircraft).
Added 2 hours ago
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- Full-time
This employer promotes equal employment opportunities for all job applicants, including those self-identifying as a member of these groups:
Added 3 hours ago
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(CAN) Pharmacy Assistant
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- Full-time
…participate in all aspects of Pharmacy Operations required of a team player. They are a key member in the delivery of superior customer…
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Regina, SK · GLX Regina
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Cast Member Seasonal - Normanview
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Added 3 hours ago
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Physiotherapist
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The hospital is currently seeking a Temporary Full-Time Physiotherapist position to join their team. The position will act as a float assigned, as required, to the various units within the…
Added 3 hours ago
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Occupational Therapist
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The hospital is currently seeking a Temporary full-time Occupational Therapist to join their team. The position will act as a float, assigned, as required, to the various units within the…
Added 3 hours ago
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Added 4 hours ago
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Added 4 hours ago
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Added 4 hours ago
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Raymond James Ltd.

Managed Account Trader Contract

Vancouver, BC, Canada

Contract

Apply About employer

Applications open in a new tab.

Job details

Job type: Contract
Apply by: Dec 3, 2026
Experience: Minimum of 2 years of industry experience trading in discretionary accounts using a model-based approach.
Posting language: English
Posted: Nov 3, 2026

Original job description

Managed Account Trader - 12 Month Contract

How does the role impact the organization?

As a member of the Asset Management Services team, you will play a vital role in ensuring the accurate stewardship of client’s fee-based assets and the overall goal of increasing fee-based assets and revenues at Raymond James Ltd.

What will your role be responsible for?

Monitor e-mail for incoming trade instructions from 3rd party managers on the SMA program as well as internal Raymond James portfolio managers.
Update models and generate trades for market execution while coordinating with the trading desk on larger orders.
Query for daily asset movement on the SMA program and amalgamate bulk trading lists for market execution.
Calculate foreign exchange exposure and arrange for rates on all cross-currency transactions.
Identify and rebalance accounts with excess cash on a quarterly basis.
Perform quality control checks on trades.
Download and distribute weekly/monthly reports.
Assist with various projects and initiatives related to fee-based accounts.
Assist with a variety of other duties related to all fee-based platforms.

What do we expect from you?

Post-secondary diploma or degree.
Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) is an asset.
Minimum of 2 years of industry experience trading in discretionary accounts using a model-based approach.
Proficiency with Microsoft Office (Word, Excel, PowerPoint, Access) with a willingness and ability to learn new applications.
Familiarity with Dataphile, Croesus, or similar service provider is an asset.
Superior analytical and problem solving skills.
Work within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail.
Demonstrate email, videoconferencing, and telephone etiquette and relationship management skills.

We encourage our associates at all levels to:

Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm.

Salary Range: $60,000 - 65,000 annually, in addition to competitive performance bonuses/incentives.

Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

This posting is for an existing vacancy.

At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.

Apply About employer

More about this job

Responsibilities

Monitor trade instructions, update models, generate and coordinate trades for execution, and manage daily asset movements and bulk trading lists. Calculate foreign exchange exposure, rebalance accounts with excess cash, perform trade quality checks, distribute reports, and support fee-based account projects.

Requirements

A post-secondary diploma or degree and at least two years of experience trading discretionary accounts using a model-based approach are required. Completion of the CSC and CPH, familiarity with Dataphile or Croesus, Microsoft Office proficiency, strong analytical and problem-solving skills, and careful deadline and relationship management are expected or considered assets.

Skills

Trade Execution
Discretionary Account Trading
Model-Based Trading
Portfolio Rebalancing
Foreign Exchange Transactions
Trade Quality Control
Asset Movement Analysis
Microsoft Office
Excel
Dataphile
Croesus
Analytical Skills
Problem Solving
Attention to Detail
Deadline Management
Relationship Management

Visa sponsorship

Not detected in the job text

Keywords

Asset Management Services
Managed Accounts
Fee-Based Assets
SMA Program
Third-Party Managers
Portfolio Managers
Trade Instructions
Model Updates
Market Execution
Trading Desk
Bulk Trading Lists
Asset Movement
Foreign Exchange Exposure
Cross-Currency Transactions
Account Rebalancing
Trade Quality Control
Weekly Reports
Monthly Reports
Fee-Based Platforms
Canadian Securities Course
Conduct and Practices Handbook
Discretionary Accounts
Model-Based Approach
Microsoft Office
Word
Excel
PowerPoint
Access
Dataphile
Croesus

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