Find work in Canada.

588,947 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added just now
Director, Pipeline, Pacific Link
Trans Mountain
Calgary, AB
…benefits, enhanced marine protection, enhanced safety and emergency management capabilities, and enhanced skilled-worker capacity building in communities and Indigenous…
Added just now
Director, Facilities, Pacific Link
Trans Mountain
Calgary, AB
…benefits, enhanced marine protection, enhanced safety and emergency management capabilities, and enhanced skilled-worker capacity building in communities and Indigenous…
Added just now
Senior Manager, AI and Emerging Technology sourcing
Scotiabank
Toronto, ON
Negotiate commercially strong agreements balancing TCO, consumption vs. subscription models, service levels, flexibility, exit rights, and long-term business needs.
Added just now
R
Insurance Advisor Life, Health & Wealth
RBC
Kelowna, BC · Penticton, BC · Vancouver, BC · Vernon, BC · West Kelowna, BC
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.…
Added just now
R
Insurance Advisor Life, Health & Wealth
RBC
Winnipeg, MB
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.…
Added just now
R
Part Time Client Advisor
RBC
Duncan, BC
- Part-time
Track record in building rapport and maintaining client relationships within the financial or service industry
Added just now
R
Insurance Advisor Life, Health & Wealth
RBC
AB
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.…
Added 15 mins ago
HI
Information Security Specialist
Healthcare Insurance Reciprocal of Canada (HIROC)
Toronto, ON
- Contract
Healthcare Insurance Reciprocal of Canada (HIROC) is a trusted healthcare safety advisor, committed to offering a full spectrum of insurance, risk and claims management products and support.
Added 15 mins ago
NB
Banking Advisor Mutual Fund Representative
National Bank of Canada
Longueuil, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 15 mins ago
NC
Client Executive, Personal Insurance
NFP Corp
Hamilton, ON · Kitchener, ON · Sudbury, ON · Timmins, ON · Windsor, ON
- Full-time
Resolving any concerns or complaints with a professional demeanour by leveraging product and service knowledge
Added 15 mins ago
T
Performance Engineering Lead
TD
Mississauga, ON · Toronto, ON
- Full-time
Be a performance test advocate and advisor for the performance tools and frameworks that serve as a model for others with regard to quality, scalability, operability, maintainability, etc
Added 30 mins ago
SA
Customer Service Advisor
Steele Auto Group
Halifax, NS
- Full-time
Colonial Honda is looking for a Service Advisor to join our team in Halifax, Nova Scotia! As a Service Advisor, you will be the friendly face and dependable guide our clients rely on…
Added 30 mins ago
RB
Insurance Advisor Life, Health & Wealth
Royal Bank of Canada
AB · EDMONTON, Alberta
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.…
Added 30 mins ago
RB
Client Advisor
Royal Bank of Canada
Carlyle, SK
- Part-time
· Track record in building rapport and maintaining client relationships within the financial or service industry
Added 30 mins ago
RB
Part Time Client Advisor
Royal Bank of Canada
Cowichan 1, BC · DUNCAN, British Columbia
- Part-time
Track record in building rapport and maintaining client relationships within the financial or service industry
Added 30 mins ago
RB
Insurance Advisor Life, Health & Wealth
Royal Bank of Canada
Winnipeg, MB
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.…
Added 30 mins ago
RB
Insurance Advisor Life, Health & Wealth
Royal Bank of Canada
Barrie, ON · Markham, ON · Mississauga, ON · Oshawa, ON · Toronto, ON · Vaughan, ON · ON · BRAMPTON, Ontario
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.…
Added 59 mins ago
RU
ServiceNow Architect
RSM US LLP
Toronto, ON
- Full-time
…technology strategies. This role serves as a trusted technical advisor to clients and provides architectural leadership throughout the full lifecycle of ServiceNow implementations and…
Added 1 hour ago
R
Client Advisor
RBC
Carlyle, SK
- Part-time
· Track record in building rapport and maintaining client relationships within the financial or service industry
Added 1 hour ago
R
Insurance Advisor Life, Health & Wealth
RBC
Saskatoon, SK
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.…
Added 1 hour ago
R
Client Advisor
RBC
Kerrobert, SK
- Part-time
· Track record in building rapport and maintaining client relationships within the financial or service industry
Added 1 hour ago
Banking Advisor Trainee (Contract) - North Bay BBC
Scotiabank
North Bay, ON
…Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey…
Added 1 hour ago
Senior Manager- Forensics- Assurance
EY
Toronto, ON
Develop trusted business advisor relationships with clients.
Added 1 hour ago
Manager- Forensics- Assurance
EY
Toronto, ON
Develop trusted business advisor relationships with clients.
Added 1 hour ago
EI
Brand Protection Advisor
Ecolab Inc.
Moncton, NB · Halifax, NS
- Full-time
Ecolab is seeking a Brand Protection Advisor to join its EcoSure division, an industry leader in food safety and total quality assurance. Our specialists are valued food safety & QA…

Raymond James Ltd.

Mutual Funds Associate

Vancouver, BC, Canada

Contract

Apply About employer

Applications open in a new tab.

Job details

Job type: Contract
Apply by: Dec 4, 2026
Experience: A minimum of 2 years of industry related experience.
Posting language: English
Posted: Nov 4, 2026

Original job description

Mutual Funds Associate- 18 Month Contract

How does the role impact the organization?

The Mutual Funds Associate will be responsible for supporting the Systematic Plans and Non-Financial Updates functions within the department. Responsibilities will include reviewing and submitting Systematic Plan instructions to fund companies, following up with Non-Financial updates submitted through XML to fund companies, and processing Internal Transfers requests. Due to the time sensitivity of these functions, the successful candidate must possess excellent time management skills and an exceptional attention to detail.

What is the position responsible for?

Submit and follow up on mutual fund systematic plan requests at fund companies;
Process internal transfer of RJL mutual fund positions using FundSERV;
Manually submit internal transfer requests to mutual fund companies;
Submit advisor and client demographic information to mutual fund companies;
Review and forward for processing all manual Segregated Fund and Offbook Account applications; and
Assist/backup other team members as needed.

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.

Qualifications

Fundamental knowledge of investment concepts, practices, and procedures used in the securities industry;
Microsoft Office with a willingness and ability to learn new applications;
Customer service, organization, and prioritization;
The ability to work within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail;
Demonstrate advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills;
Work independently as well as collaboratively within a team environment;
Demonstrate a professional manner to establish and maintain effective working relationships at all levels of the organization;
Exercise tact and discretion in the handling of confidential information;

Educational/Previous Experience Requirements

A minimum of 2 years of industry related experience.

How to differentiate yourself from others:

Dataphile / FundSERV; and
Communicate proficiently in French is an asset.

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: $50,000-60,000 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

Submit and follow up on mutual fund systematic plan instructions and non-financial updates, process internal transfers through FundSERV or directly with fund companies, and submit advisor and client demographic information. Review and forward manual segregated fund and off-book account applications, while providing backup support to other team members.

Requirements

Requires at least two years of industry-related experience, fundamental knowledge of investment concepts and securities-industry procedures, and proficiency with Microsoft Office. Candidates should demonstrate strong customer service, organization, prioritization, communication, time management, attention to detail, discretion, and the ability to work independently and collaboratively; Dataphile, FundSERV, and French proficiency are assets.

Skills

Investment Concepts
Mutual Fund Processing
FundSERV
Dataphile
Microsoft Office
Customer Service
Time Management
Attention To Detail
Organization
Prioritization
Deadline Management
Relationship Management
Communication
Confidential Information Handling
Teamwork
French Communication

Benefits

Health Benefits
RRSP Matching Program
Employee Stock Purchase Plan
Paid Time Off
Volunteer Days
Discretionary Bonuses
Tuition Reimbursement

Visa sponsorship

Not detected in the job text

Keywords

Mutual Funds
Systematic Plans
Non-Financial Updates
Fund Companies
Internal Transfers
FundSERV
Dataphile
Segregated Funds
Off-Book Accounts
Securities Industry
Investment Concepts
Microsoft Office
XML
Advisor Demographic Information
Customer Service
Time Management
Attention To Detail
Deadline Management
Confidential Information
Relationship Management
French

Report this job