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Added 5 hours ago
NB
Banking Advisor
National Bank of Canada
Courtenay, BC
- 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 5 hours ago
NB
Banking advisor
National Bank of Canada
Mont-Saint-Hilaire, QC · Mont-St-Hilaire, 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 7 hours ago
EH
Business Development Account Manager (AM) - Western Canada
Edgewood Health Network Inc
Canada
- $80,000 to $95,000 CAD / year
- Full-time
Serve as a trusted advisor and primary point of contact for assigned clients, ensuring they feel heard, supported and valued.
Added 8 hours ago
K
Senior Manager, Talent Attraction - Advisory (Risk Services & Deal Advisory)
KPMG
AB · Winnipeg, MB · Saint John, NB · Fredericton, NB · Moncton, NB · Sudbury, ON · Hamilton, ON · Kingston, ON · North Bay, ON · London, ON · Toronto, ON · Windsor, ON · Ottawa, ON · Oakville, ON · Kitchener, ON · Vaughan, ON · Waterloo, ON · Perth, ON · St. Catharines, ON · Mont-Royal, QC · Montreal, QC · Brossard, QC · Joliette, QC · Terrebonne, QC · Quebec, QC · Saint-Eustache, QC · Swift Current, SK · Regina, SK · Langley (District), BC · Prince George, BC · Victoria, BC · Chilliwack, BC · Abbotsford, BC · Vernon, BC · Kamloops, BC · Burnaby, BC · Vancouver, BC · Quesnel, BC · Kelowna, BC · Halifax, NS · St. John's, NL · Calgary, AB · Lethbridge, AB · ON · Kanata, Ontario · Edmonton, Alberta · Langley, British Columbia · Mount Royal, Quebec · Saint-Laurent, Quebec
- Full-time
Stakeholder leadership & partnership: Act as a trusted talent advisor to senior business and HR leaders. Build credibility across a complex, matrixed stakeholder environment; navigate…
Added 11 hours ago
AI
Human Resources Manager - Ontario
Ainsworth Inc
Mississauga, ON
- Full-time
Reporting to the Director, the Human Resources Manager is responsible for providing strategic and operational Human Resources support that aligned with GDI Ainsworth organizational…
Added 14 hours ago
AI Learning Associate Director - Learning and Development (18-month contract)
EY
Edmonton, AB · AB · Vancouver, BC · Victoria, BC · Winnipeg, MB · Dieppe, NB · St. John's, NL · Halifax, NS · London, ON · Ottawa, ON · Toronto, ON · ON · Saskatoon, SK · Waterloo, ON · Calgary, AB
As the AI Learning Associate Director, you will serve as a strategic advisor and learning capability leader responsible for shaping, scaling and activating EY Canada's AI learning strategy,…
Added 16 hours ago
C
Vice President Human Resources
Confidential
Toronto, ON
- $250,000 to $330,000 CAD / year
- Full-time
Vice President, Human Resources (Confidential)
Added 19 hours ago
TO
Employer Services Consultant
The Open Door Group
Medicine Hat, AB
- $32.83 to $38.3 CAD / hour
- Full-time
This is an opportunity to work directly with employers as a trusted workforce advisor, helping them navigate recruitment challenges, strengthen retention, build inclusive workplaces, and…
Added 20 hours ago
NB
Banking advisor
National Bank of Canada
Lavaltrie, 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 22 hours ago
M
Bilingual Financial Education Specialist
Manulife
Montreal, QC
- Full-time
Ability to triage existing lead to effectively handle immediate needs or position a warm introduction to Wealth & Ret advisor, as needed
Added 22 hours ago
BI
Senior Learning and Development Advisor
Behaviour Interactive
Montreal, QC
- Full-time
As a Senior Learning & Development Advisor, you will play a key role in our complete learning cycle. From organizing external conference subscriptions for employees, facilitating and…
Added 23 hours ago
KC
Senior Manager, Talent Attraction - Advisory (Risk Services & Deal Advisory)
KPMG Canada
Joliette, QC
- Full-time
Stakeholder leadership & partnership Act as a trusted talent advisor to senior business and HR leaders. Build credibility across a complex, matrixed stakeholder environment; navigate…
Added 23 hours ago
W
HSE Specialist
Worley
AB · Edmonton, AB
- Full-time
…candidate resumes must be submitted to WorleyCord LP through our Human…
Added 1 day ago
SG
Senior Advisor
Solicitor General | Solliciteur général
Toronto, ON
- $92,976 to $135,136 CAD / year
- Temporary
The Ministry of the Solicitor General is seeking two (2) Senior Advisors to support the Office of the Provincial Security Advisor – for the Research and Analysis Unit (RAU).
Added 1 day ago
AC
Global Mobility Tax - Senior Manager
ACCA Careers
Calgary, AB
- Full-time
…and automation. Your main objective is to be a trusted tax advisor to clients, including helping them to reduce tax-related risks while ensuring that both the organization and its employees…
Added 1 day ago
Director, People and Culture
Habitat for Humanity GTA
Toronto, ON
Bachelor's degree and postgraduate studies or specialized training in Human Resources.
Added 1 day ago
KC
Senior Manager, Talent Attraction - Advisory (Risk Services & Deal Advisory)
KPMG Canada
St. John's, NL
- Full-time
Stakeholder leadership & partnership Act as a trusted talent advisor to senior business and HR leaders. Build credibility across a complex, matrixed stakeholder environment; navigate…
Added 1 day ago
M
Senior Field Supervision Manager
Manulife
Burlington, ON · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
Senior Managers support both high-value and high-risk advisor offices through onsite visits and partners closely with the Regional Field Supervision Officer and Line 2 Compliance to ensure…
Added 1 day ago
NB
RETIREMENT STRATEGY ADVISOR
National Bank of Canada
Rouyn-Noranda, QC
- Full-time
We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values…
Added 1 day ago
NB
Senior advisor Digital Assets
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Digital Assets Advisor in the Capital Markets Operations team at National Bank means acting as a strategic expert in digital assets. In this role, you will help shape…
Added 1 day ago
NB
Banking Advisor
National Bank of Canada
Blainville, 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 1 day ago
NB
Senior Financial Planning Advisor
National Bank of Canada
Montreal, QC
- Full-time
Bank Financial (NBF) means acting as a trusted advisor to high-net-worth
Added 1 day ago
NB
Banking Advisor
National Bank of Canada
Kelowna, BC
- 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 1 day ago
T
Senior Group Manager, Audit - Cybersecurity (ATH 1099)
TD
Toronto, ON
- Full-time
Act as lead audit advisor to management and respective teams for area of specialization. Report on emerging trends, identifying issues and opportunities and recommending action to senior…
Added 1 day ago
B
Sr Manager, Compensation - Technology & Operations
BMO
Toronto, ON
- Full-time
Provides strategic input into business decisions as a trusted advisor.

Raymond James Ltd.

Registered Plans Associate - RRIF

Vancouver, BC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 24, 2026
Experience: Minimum of 3 years’ experience within registered plans or financial services operation
Posting language: English
Posted: Sep 24, 2026

Original job description

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.

Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Registered Plans Associate - RRIF

How does the role impact the organization?

This role is critical to the administration and oversight of Registered Retirement Income Funds (RRIFs), supporting clients in the retirement income phase. The associate ensures accurate and timely processing of RRIF withdrawals, minimum payment requirements, and lifecycle events such as account conversions and estate settlements. The role contributes to regulatory compliance, operational efficiency, and a high-quality client experience by partnering with advisors, internal teams, and external stakeholders.

What will your role be responsible for?

Administer RRIF accounts with a focus on withdrawals, minimum annual payment calculations, payment scheduling, and tax withholding requirements
Process and maintain RRSP-to-RRIF conversions, spousal RRIF setups, and related account changes
Ensure compliance with CRA regulations, including minimum withdrawal rules, excess withdrawals
Providing support individually or in conjunction with other team members in investigating and resolving advisor queries within SLA deadlines.
Partner with Tax, Estates, Transfers, and New Accounts teams to resolve complex RRIF cases
Support year-end processing, including minimum withdrawal reviews and reconciliations
Participate in audits, regulatory reviews, and procedural updates related to RRIF processing
Identify opportunities to improve processes, reduce risk, and enhance service delivery
Other duties as assigned.

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.

What do we expect from you?

Fundamental knowledge of investment concepts, practices, and procedures used in the securities industry.
Proficient in Microsoft Office with a willingness and ability to learn new applications.
Excellent Customer service, organization, and prioritization skills
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 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; and
Experience with Dataphile is an asset.
Communicate proficiently in French is an asset

Educational/Previous Experience Requirements

Minimum of 3 years’ experience within registered plans or financial services operation
Strong understanding of RRIF-specific rules, including minimum withdrawals, spousal elections, tax implications,
Demonstrated experience managing high-volume transactional workflows, including withdrawals, conversions, and transfers with a focus on accuracy and turnaround times

Licenses/Certifications

Successful completion of the Canadian Securities Course is an asset.

Licenses/Certifications

Successful completion of the Canadian Securities Course is an asset.

Salary Range: $59,000-$64,000 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 a current 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.

Job

Operations

Primary Location

CA-BC-Vancouver-Vancouver

Organization

Operations

Schedule

Full-time

Status

Permanent Full-Time

Apply About employer

More about this job

Responsibilities

Administer RRIF accounts, including withdrawals, minimum payment calculations, tax withholding, account conversions, and year-end reviews, while ensuring compliance with CRA requirements. Resolve advisor and complex account queries with internal and external partners, support audits and reconciliations, and identify ways to improve operational efficiency and service.

Requirements

Requires at least three years of experience in registered plans or financial services operations, strong knowledge of RRIF rules and tax implications, and experience handling high-volume transactions accurately and promptly. Candidates should have investment-industry knowledge, strong customer service and organizational skills, proficiency with Microsoft Office, and the ability to work independently and collaboratively; Dataphile experience and French proficiency are assets, as is completion of the Canadian Securities Course.

Skills

RRIF Administration
Registered Plans
Minimum Withdrawal Calculations
Withdrawal Processing
Tax Withholding
RRSP-to-RRIF Conversions
Regulatory Compliance
Financial Operations
High-Volume Transaction Processing
Reconciliation
Client Service
Advisor Support
Microsoft Office
Dataphile
Attention to Detail
Process Improvement

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

Registered Retirement Income Funds
RRIF
RRSP
CRA Regulations
Minimum Withdrawal Rules
Spousal RRIF
Tax Withholding
Tax Implications
Account Conversions
Estate Settlements
Payment Scheduling
Year-End Processing
Reconciliations
Regulatory Compliance
Audits
Financial Services Operations
Securities Industry
Dataphile
Microsoft Office
Canadian Securities Course
Advisor Queries
Transfers
New Accounts
High-Volume Workflows
Process Improvement

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