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Added 1 min ago
PR
Associate Business Manager, AB & SK
Potentia Renewables Inc.
Calgary, AB
- $85,000 to $100,000 CAD / year
- Full-time
As leaders in renewable energy development, operations, and asset management, we are not only contributing to the present but also paving the way for a cleaner, more sustainable world for…
Added 1 min ago
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Associate Portfolio Manager
RBC
Waterloo, ON
- Full-time
Portfolio management experience (3 years plus)
Added 1 min ago
F&
Full-Time Retail Sales & Delivery Associate
Fire & Flower Inc.
Regina, SK
- Full-time
The Retail Sales & Delivery Associate plays a dual role in delivering a consistent and elevated guest experience across both the retail floor and scheduled deliveries. This position is…
Added 1 min ago
Retail Sales & Delivery Associate
Fire & Flower Inc.
Grande Prairie, AB
The Retail Sales & Delivery Associate plays a dual role in delivering a consistent and elevated guest experience across both the retail floor and scheduled deliveries. This position is…
Added 1 min ago
Retail Sales & Delivery Associate
Fire & Flower Inc.
Guelph, ON
The Retail Sales & Delivery Associate plays a dual role in delivering a consistent and elevated guest experience across both the retail floor and scheduled deliveries. This position is…
Added 1 min ago
Retail Sales & Delivery Associate
Fire & Flower Inc.
Edmonton, AB
The Retail Sales & Delivery Associate plays a dual role in delivering a consistent and elevated guest experience across both the retail floor and scheduled deliveries. This position is…
Added 16 mins ago
PA
Sales Associate Labrador Region
PAL Airlines
Happy Valley-Goose Bay, NL
- Full-time
We're looking for a Full-Time Fixed-Term Sales Associate who is passionate about Labrador and excited to help strengthen relationships throughout the region. In this role, you'll build…
Added 16 mins ago
CO
Associate Orthodontist - Shoreline Orthodontics
Corus Orthodontists
Campbell River, BC
- Full-time
…modern practice? Shoreline Orthodontics is excited to welcome an Associate Orthodontist to join our growing team, working alongside Dr. Paul Helpard, Dr. Michelle Kosmowski, and Dr. Amanda…
Added 16 mins ago
CO
Associate Orthodontist - Smile Big Orthodontics
Corus Orthodontists
AB · Alberta, Canada
- Full-time
Associate Orthodontist – Partnership Opportunity
Added 16 mins ago
FF
Part-Time Sales Lead - Famous Footwear
Famous Footwear
ON · Greater St-Catharines-Niagara Metropolitan Area
- Part-time
Bring the Positive Vibes: Embrace diversity and inclusivity as our team superpower, ensuring every associate feels valued and respected. Maintain a positive and proactive mindset, even in…
Added 16 mins ago
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SEASONAL ASSOCIATE-EN
La Vie En Rose
Newmarket, ON
- Part-time
Performance bonuses (in-store sales or management position);
Added 16 mins ago
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Analyst, Middle Office
Laurentian Bank
Toronto, ON
- Full-time
…healthcare professionals, our Employee and Family Assistance Program (EFAP), and a Stress Management and Well-Being…
Added 16 mins ago
CO
Associate Orthodontist - Tremblay Orthodontics
Corus Orthodontists
Vancouver, BC
- Full-time
…opportunity? Tremblay Orthodontics is excited to welcome an Associate Doctor who is passionate about personalized care, modern clinical excellence, and building connections with patients,…
Added 17 mins ago
UO
Team Lead, VFMP Patient Program
University of British Columbia
Vancouver, BC · VCH | Vancouver General Hospital - Gordon and Leslie Diamond Health Care Centre (VGHHCC)
- $6,143.67 to $8,830.25 CAD / month
- Full-time
As UBC’s MD Undergraduate Program (MDUP) expands and evolves in its approach to educational delivery across the province and within the Vancouver Fraser Medical Program (VFMP), it is…
Added 17 mins ago
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Business Development Associate
Corpay
Toronto, ON
- Full-time
Corpay is currently looking to hire a Business Development Associate. This position falls under our Cross Border line of business and is located in Toronto, Canada. In this role you’ll…
Added 17 mins ago
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Associate, Enterprise Strategy and Corporate Development
CIBC
Toronto, ON
- Full-time
…financial modelling, research, presentation preparation and project management support. You'll also be part of a Corporate Development team that manages a portfolio of direct equity and…
Added 32 mins ago
Associate, Recruitment & Admissions
Simon Fraser University
Burnaby, BC
…business development, event planning, marketing and ambassador program…
Added 46 mins ago
B&
Seasonal Retail Sales Associate-Station Mall
Bath & Body Works
Sault Ste. Marie, ON
- $18.95 USD / hour
- Part-time
We believe great associate experiences create great consumer experiences. When our associates feel supported, inspired and empowered, consumers feel it. Whether you're starting your career…
Added 47 mins ago
FR
Site Administrator
FirstService Residential Canada
Toronto, ON
- Full-time
FirstService Residential transforms the property management landscape by providing professional association management services to over 9,000 residential communities across the United…
Added 47 mins ago
HT
Maintenance Technician
Husky Technologies
Bolton, ON
- Full-time
Engineering, or a related field (e.g., Associate's degree in
Added 47 mins ago
FR
Site Administrator
FirstService Residential Canada
Mississauga, ON
- Part-time
FirstService Residential transforms the property management landscape by providing professional association management services to over 9,000 residential communities across the United…
Added 47 mins ago
CP
Actuarial Analyst
Convyta Partners
Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
Convyta Partners is looking for an Actuarial Analyst/Associate to join our Pension consulting team. This position will be hired at a level commensurate with experience. You will contribute…
Added 47 mins ago
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Branch Manager - Office 1722
LendDirect
Saint John, NB
- Full-time
Community Impact: Demonstrated ability to make a positive difference in the community by assisting others, whether through customer service, project management, or team support.
Added 47 mins ago
UO
Assistant / Associate / Full Professor Breast Radiology - St. Michael's Hospital
University of Toronto
Toronto, ON
- $200,000 CAD / year
…full-time clinical academic appointment at the rank of Assistant / Associate / Full Professor. The anticipated start date is February 1,…
Added 1 hour ago
KO
Junior Human Resources Associate
KidStrong of Alberta
AB · Calgary, AB
- $25 CAD / hour
- Full-time
KidStrong is a science based kids training program that develops strong, confident and high character kids.

Raymond James

Mutual Funds Associate - 18 Month Contract

Vancouver, BC, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Experience: A minimum of 2 years of industry related experience.
Posting language: English
Posted: Nov 3, 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.

Mutual Funds Associate

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.

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More about this job

Responsibilities

The Mutual Funds Associate supports systematic plans and non-financial updates by processing instructions and internal transfers through FundSERV. They are responsible for maintaining accurate client demographic information and ensuring all manual applications are reviewed and forwarded for processing.

Requirements

Candidates must have a minimum of 2 years of industry-related experience and a fundamental knowledge of investment concepts and practices. Proficiency in Microsoft Office and the ability to work in a high-volume, deadline-driven environment are essential.

Skills

Mutual funds
Systematic plans
FundSERV
Dataphile
Time management
Attention to detail
Customer service
Relationship management
Microsoft Office
Internal transfers
Data entry
Communication
Problem solving
Organization
Prioritization

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
FundSERV
Dataphile
Investment
Securities Industry
Wealth Management
XML
Segregated Fund
Offbook Account
Client Demographics
Internal Transfers
Operations
Financial Services
Compliance
Relationship Management
Microsoft Office
Time Management
Attention To Detail
Professionalism

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