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Added 12 mins ago
NB
Associate
National Bank of Canada
Quebec, QC
- Full-time
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 12 mins ago
NB
Associate
National Bank of Canada
Rivière-du-Loup, QC
- Full-time
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 12 mins ago
C
Security Architecture Advisor
COFOMO
Quebec, QC
- Full-time
Have participated, in the last four (4) years, in the drafting of at least two (2) executive summaries in information security for senior management;
Added 12 mins ago
T
Audit Manager II, Canadian Business Banking and Credit Risk (1242)
TD
Toronto, ON
- Full-time
Act as the audit lead or audit advisor to management and respective teams for area of specialization. Report on emerging trends, identifying issues and opportunities and recommending action…
Added 27 mins ago
N
Advisor, Personal Insurance (New Business)
Navacord
BC · British Columbia, Canada
- $45,000 to $70,000 CAD / year
- Full-time
The Advisor, Personal Insurance plays a crucial role in responding to inbound quote requests for Personal Insurance across various sales channels. The primary objective will be to meet or…
Added 27 mins ago
LV
Seasonal Host
Louis Vuitton
Toronto, ON
- Part-time
This is an opportunity for those who thrive in a fast-paced environment, see themselves as a true personal ‘advisor’- someone who is seeking to grow their career in a luxury retail…
Added 27 mins ago
P
Chef des ventes médicales - Québec et Est du Canada - Medical Sales Account Executive - Quebec and Eastern Canada
Philips
Montreal, QC
- Full-time
Maximiser l’expérience client en établissant un processus structuré de collecte et d’échange d’information permettant à l’équipe de compte de présenter une approche One Philips coordonnée…
Added 27 mins ago
TU
Human Rights Advisor (Equity & Human Rights Office)
Trent University
Peterborough, ON
- $71,582 to $79,535 CAD / year
- Part-time
The Human Rights Advisor plays a key role in shaping and supporting various policies, practices, and initiatives that are designed to ensure Trent University’s working and learning…
Added 41 mins ago
P
Business Development Manager (Bilingual)
Purpose
Montreal, QC
- Full-time
…Purpose Unlimited’s businesses include Purpose Investments, Advisor Solutions by Purpose, and…
Added 41 mins ago
T
Everyday Banking Representative
TEKsystems
Vancouver, BC
- $24 to $25 CAD / hour
- Contract
Ability to work independently, proven time management, organizational and problem-solving skills.
Added 41 mins ago
N
Account Manager, Commercial Insurance
Navacord
Vancouver, BC
- $65,000 to $90,000 CAD / year
- Full-time
…client needs, ensuring policy accuracy, and supporting the Risk Advisor in maintaining and growing client relationships. The Account Manager is a key contributor to client retention and…
Added 41 mins ago
A
Contract & Contingent Workforce Analyst
Adecco
Calgary, AB
- $55 to $70 CAD / hour
- Full-time
Using Excel, SharePoint and Power BI, the Analyst maintains accurate contractor workforce information, supports workforce planning and reporting, identifies and resolves data discrepancies,…
Added 42 mins ago
Senior Advisor, Commercial Services
Inter Pipeline Ltd.
Calgary, AB
Reporting to the Director, Conventional Commercial, the Senior Advisor, is responsible for supporting the management and performance of the conventional pipeline assets - combining…
Added 42 mins ago
Casual Readiness Advisor - Rupertsland
NorQuest College
Edmonton, AB
The Readiness Advisor is a member of the Readiness and Retention team and plays a key role in supporting learners from application to matriculation. As part of a centralized academic…
Added 42 mins ago
LD
Beauty Advisor
London Drugs Limited
New Westminster, BC
- Other
…expertise for all-things beautiful. As a London Drugs BEAUTY ADVISOR, you’ll be a trusted expert to our customers, helping them select the cosmetics and beauty products perfectly suited to…
Added 42 mins ago
Manager, Financial Planning and Accommodations
Government of Alberta
AB
As a strategic leader and trusted financial advisor, the Manager, Financial Planning and accommodations plays a pivotal role in shaping the Ministry’s fiscal direction and ensuring…
Added 57 mins ago
GV
Senior Project Manager Construction & Commissioning / Chef de projet Senior Construction & Mise en service
GE Vernova
Brossard, QC
- Full-time
The Senior PMCC is an experienced professional in contractual, financial, and procurement management within Construction & Commissioning (C&C). With extensive experience in complex…
Added 1 hour ago
EV
Administrative Assistant, Human Resources (Temporary)
Elk Valley Resources
Elkford, BC
- Full-time
Reporting to the Senior Advisor, Human Resources, the Administrative Assistant, Human Resources is responsible for providing support to the Human Resources (HR) department on site.
Added 1 hour ago
TV
Insurance Client Relations Coordinator
The Vantage Talent Group
Montreal, QC
- $65,000 to $75,000 CAD / year
- Full-time
Support the advisor with business development initiatives and ongoing portfolio management.
Added 1 hour ago
T
Senior Advisor, Market Strategy & Commercialization
TransUnion
Burlington, ON · Toronto, ON
- Full-time
…through strategic insights and market activation. As Senior Advisor, Market Strategy & Commercialization, you will be a catalyst for transformation, shaping commercial strategies,…
Added 1 hour ago
T
PIA Client Service Associate
TD
St. John's, NL
- Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 1 hour ago
T
PIA Client Service Associate
TD
Toronto, ON
- Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 1 hour ago
T
PIA Client Service Associate
TD
Mississauga, ON
- Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 1 hour ago
M
Lead, Pharmacy Enablement
McKesson
Edmonton, AB
- Full-time
The Lead, Pharmacy Enablement is a strategic advisor to independent and community pharmacies, helping pharmacy owners and leaders improve operational performance, professional practice,…
Added 1 hour ago
D
Senior Advisor, Delivery Excellence and Innovation
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a Senior Advisor, Delivery Excellence and Innovation, you help transform and continuously improve ServiceNow delivery capabilities, ensuring alignment with industry best practices and…

Raymond James Ltd.

Mutual Funds Associate

Vancouver, BC, Canada

Contract

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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

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