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HG
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H&M Sales Advisor
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Added 1 hour ago
HG
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HI
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Added 1 hour ago
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TI
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Raymond James Ltd.

Mutual Funds Associate

Vancouver, BC, Canada

Contract

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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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