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Added 31 mins ago
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Animal Resources Division Manager – Montreal General Hospital Site
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Assesses staffing requirements, recruits personnel, conducts performance evaluations, assesses training requirements and takes administrative and disciplinary measures related to staff…
Added 31 mins ago
FB
Assistant Chef Manager
Farm Boy Inc.
Ottawa, ON
- $21 CAD / hour
- Full-time
You’ll partner with the Department Manager to help lead the delivery of exceptional food and service experiences that reflect Farm Boy’s commitment to the best fresh shopping experience.…
Added 31 mins ago
TL
Controller
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Toronto, ON
- Full-time
The Operations Manager oversees the association’s day-to-day operations, ensuring the systems, processes and resources needed to support staff, programs, members and strategic priorities…
Added 31 mins ago
CL
Assistant Store Manager
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- Full-time
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Added 31 mins ago
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Assistant Store Manager Winners Homesense Pine Centre Mall
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- Full-time
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Associate, Quantitative Modeling
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- Full-time
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Added 31 mins ago
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Project Manager
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Winnipeg, MB
- Full-time
In your role as the Project Manager at The North West Company (TNWC); you are responsible for leading strategic projects from initiation through completion, ensuring they are properly…
Added 31 mins ago
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Clinical Data Manager
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Ottawa, ON · Kanata, ON
- $96,000 to $110,000 CAD / year
- Contract
Adecco is currently hiring a Clinical Data Manager for a 1-year opportunity with a leading medical device and healthcare technology organization in Ottawa, ON. This role is ideal for…
Added 31 mins ago
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Added 31 mins ago
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- Contract
Extensive training programs to set our employees up for success
Added 31 mins ago
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- Full-time
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Added 34 mins ago
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Training provided on equipment and recycling operations;
Added 34 mins ago
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Customer Experience Associate-HNB
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- Part-time
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to…
Added 34 mins ago
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Customer Experience Associate
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- Part-time
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to…

Raymond James Ltd.

Relationship Associate, Correspondent Services

Vancouver, BC, Canada

Contract

Apply About employer

Applications open in a new tab.

Job details

Job type: Contract
Apply by: Nov 12, 2026
Experience: Minimum 1 year related experience in the operations of a national investment dealer, a correspondent clearing firm or other financial services firms.
Posting language: English
Posted: Oct 13, 2026

Original job description

Relationship Associate, Correspondent Services- 12 Month Contract

How does the role impact the organization?

Raymond James Correspondent Services, a division of Raymond James Ltd. is seeking a Correspondent Services Relationship Associate to join our team. Raymond James Correspondent Services is one of Canada’s premier providers of clearing and custody solutions to independent Financial Advisors and Portfolio Managers.

As a key contributor to the Raymond James Correspondent Services (RJCS) team you will manage the service relationship with existing Custody and Introducer clients and assist in the transition of new clients to the firm. Reporting to the Client Experience Manager RJCS, you will contribute to the ongoing growth and development of a highly effective and efficient team. As first-class client service is the top priority, this position requires an ability to work in a unique pressure-oriented environment where inherent processing and regulatory rules and deadlines require very strong problem solving, organizational, and prioritization skills.

What will your role be responsible for?

Serve as a key point of first contact for our Correspondent clients, responding to inquiries regarding RJCS business processes, regulatory issues, troubleshooting, and general service matters.
Proactively escalate issues, exceptions, or delays to ensure timely resolution and adherence to procedures.
Liaise with third‑party vendors to coordinate external services as required to meet client needs and department
Follow departmental best‑practice guidelines for communication and client engagement.
Provide clients with initial training and ongoing support on new and existing procedures and products.
Monitor client‑related control accounts and review client bulk trading and allocation processing.
Manage recurring daily, weekly, and monthly reporting with a focus on accuracy, consistency, and time delivery.
Support project implementation through coordination and ongoing assistance.
Perform 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?

To qualify for this opportunity you possess:

Minimum 1 year related experience in the operations of a national investment dealer, a correspondent clearing firm or other financial services firms.
Fundamental investment concepts, practices, and procedures used in the securities industry.
Excellent customer service abilities gained from direct, client-facing experiences.
The ability to work in a fast-paced, dynamic team environment, able to multi-task with accuracy and efficiency.
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.
Work independently as well as collaboratively within a team environment.
Exercise tact and discretion in the handling of confidential information.
Proven ability to be self-motivated and to work under pressure.
Superior problem-solving skills and analytical thinking.
Organization, detail orientation, and prioritization.
Excellent written and verbal communication skills.
Excellent proficiency with MS Word, Excel, Power Point, and Outlook.
French language skills are an asset.
Dataphile experience is a definite 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: $50,000-58,000 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

Serve as a primary contact for correspondent clients, addressing service, process, regulatory, and troubleshooting inquiries while escalating issues and coordinating with vendors. Support client training and transitions, monitor control accounts and trading allocations, manage recurring reports, and assist with project implementation.

Requirements

Requires at least one year of experience in investment dealer operations, correspondent clearing, or another financial services firm, along with fundamental securities industry knowledge and client-facing service experience. Candidates should be detail-oriented, organized, analytical, effective under pressure and deadlines, proficient with Microsoft Office, and able to work independently and collaboratively; French and Dataphile experience are assets.

Skills

Customer Service
Investment Operations
Securities Industry Knowledge
Problem-Solving
Analytical Thinking
Organization
Prioritization
Attention to Detail
Written Communication
Verbal Communication
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Microsoft Outlook
Dataphile

Benefits

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

Visa sponsorship

Not detected in the job text

Keywords

Correspondent Services
Clearing
Custody
Financial Services
Investment Dealer Operations
Securities Industry
Client Service
Regulatory Issues
Troubleshooting
Third-Party Vendors
Client Training
Control Accounts
Bulk Trading
Allocation Processing
Reporting
Project Implementation
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Microsoft Outlook
Dataphile
French
Confidential Information
Problem-Solving
Analytical Thinking
Prioritization

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