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Added 7 mins ago
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Commercial HVAC Service Technician
Captiveaire - Region 114 Western PA
Montreal, QC
- Full-time
Service Area: Montreal and the surrounding areas
Added 7 mins ago
MS
manager, security
Matric Security
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Work locations may vary. Frequent or constant travel is required from the employee.
Added 7 mins ago
OM
Grocery Clerk 4 - Stocker
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Added 7 mins ago
AT
long haul truck driver
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Work locations may vary. Frequent or constant travel is required from the employee.
Added 37 mins ago
HM
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BC Cancer - Abbotsford is a full-service Regional Cancer Center located in the eastern Fraser Valley. We are seeking permanent Radiation Oncologist to join our current staff of 12 Radiation…
Added 37 mins ago
MG
building operator - maintenance
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- Full-time
Work locations may vary. Frequent or constant travel is required from the employee.
Added 1 hour ago
FC
ENGINEERING LEAD POST BOOKING OPTIMIZATION - TORONTO, ON
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ON · Ontario, Canada
- Full-time
Establish observability, alerting, and service levels for a system that acts unattended on customer bookings, with staged rollout and kill-switches by market and client.
Added 1 hour ago
FC
SENIOR BUSINESS ANALYST – POST BOOKING OPTIMIZATION - TORONTO, ON
Flight Centre Travel Group Canada
ON · Ontario, Canada
- Full-time
…top of the industry ladder. It’s also why we offer some great employee benefits and perks outside of the…
Added 1 hour ago
Support Home Provider Residential Services
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…single greatest asset. We endeavour to recruit and mentor human service professionals with talent and commitment for disability advocacy and community…
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Member Advisor
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…give our talent the tools to excel. After all, a remarkable employee experience leads to extraordinary experiences for our members. If you have an affinity for working in a vibrant…
Added 1 hour ago
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Part Time Member Advisor
Affinity Credit Union
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- Part-time
…give our talent the tools to excel. After all, a remarkable employee experience leads to extraordinary experiences for our members. If you have an affinity for working in a vibrant…
Added 1 hour ago
SD
Front Store Manager, Salaried Full Time Flexible Shifts Greenlight Requisition
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Please Note: If you have Employee Self Service (ESS) on Workday, apply to this job via the Workday application.
Added 1 hour ago
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Director, Distribution Strategy & Financial Management
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- Full-time
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Added 1 hour ago
CI
Process Engineer
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Added 1 hour ago
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Added 1 hour ago
LH
Job Title Coordinator
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Added 1 hour ago
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Storeperson
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Excellent communication, customer service, teamwork, and collaboration skills.
Added 1 hour ago
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Mobile Security Professional
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- $21 CAD / hour
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We are North America's leading security and facility services provider with approximately 300,000 service personnel. At Allied Universal(R), we pride ourselves on fostering a promote from…
Added 1 hour ago
SM
Medical Radiation Technologist (CT & X-Ray)
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Demonstrated commitment to customer service and teamwork.
Added 1 hour ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Demonstrated commitment to customer service and teamwork.
Added 1 hour ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Internship
Demonstrated commitment to customer service and teamwork.
Added 1 hour ago
AU
Security Guard
Allied Universal
Toronto, ON
- $19 CAD / hour
- Full-time
We are North America's leading security and facility services provider with approximately 300,000 service personnel. At Allied Universal(R), we pride ourselves on fostering a promote from…
Added 1 hour ago
AA
Spécialiste des Systèmes d'Atterrissage / Landing Systems Specialist
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…cycle de vie complet du produit (de la conception au support en…
Added 1 hour ago
AU
Security Guard
Allied Universal
Toronto, ON · Scarborough, ON
- Full-time
We are North America's leading security and facility services provider with approximately 300,000 service personnel. At Allied Universal(R), we pride ourselves on fostering a promote from…
Added 1 hour ago
AU
Bilingual security guard-Patient watch
Allied Universal
Ottawa, ON
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Raymond James

Managed Account Trader

Vancouver, BC, Canada
Toronto, ON, Canada

Full-time

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Job details

Job type: Full-time
Experience: Minimum of 2 years of industry experience trading in discretionary accounts using a model-based approach.
Posting language: English
Posted: Nov 4, 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.

Managed Account Trader

How does the role impact the organization?

As a member of the Asset Management Services team, you will play a vital role in ensuring the accurate stewardship of client’s fee-based assets and the overall goal of increasing fee-based assets and revenues at Raymond James Ltd.

What will your role be responsible for?

Monitor e-mail for incoming trade instructions from 3^rd party managers on the SMA program as well as internal Raymond James portfolio managers.
Update models and generate trades for market execution while coordinating with the trading desk on larger orders.
Query for daily asset movement on the SMA program and amalgamate bulk trading lists for market execution.
Calculate foreign exchange exposure and arrange for rates on all cross-currency transactions.
Identify and rebalance accounts with excess cash on a quarterly basis.
Perform quality control checks on trades.
Download and distribute weekly/monthly reports.
Assist with various projects and initiatives related to fee-based accounts.
Assist with a variety of other duties related to all fee-based platforms.

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?

Post-secondary diploma or degree.
Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) is an asset.
Minimum of 2 years of industry experience trading in discretionary accounts using a model-based approach.
Proficiency with Microsoft Office (Word, Excel, PowerPoint, Access) with a willingness and ability to learn new applications.
Familiarity with Dataphile, Croesus, or similar service provider is an asset.
Superior analytical and problem solving skills.
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.

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: $60,00 - 65,000 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

The Managed Account Trader is responsible for monitoring trade instructions, executing market trades, and managing foreign exchange transactions for fee-based accounts. They also perform quality control, rebalance portfolios, and assist with various projects related to fee-based platforms.

Requirements

Candidates must have a post-secondary diploma or degree and at least 2 years of industry experience in discretionary account trading. Proficiency in Microsoft Office and familiarity with financial service platforms like Dataphile or Croesus are highly preferred.

Skills

Trading
Asset Management
Portfolio Management
Market Execution
Foreign Exchange
Rebalancing
Quality Control
Analytical Skills
Problem Solving
Microsoft Office
Dataphile
Croesus
Relationship Management
Communication
Attention To Detail

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

Managed Account Trader
Asset Management
Fee-based Assets
Trade Execution
Portfolio Managers
SMA Program
Foreign Exchange
Rebalancing
Quality Control
Microsoft Office
Dataphile
Croesus
Canadian Securities Course
Conduct and Practices Handbook
Wealth Management
Investment Dealers
Financial Services

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