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Added 3 mins ago
NB
Associate
National Bank of Canada
Medicine Hat, AB
- Full-time
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…
Added 3 mins ago
UF
Specialist, Women’s Philanthropy (18 Month Contract)
UJA Federation of Greater Toronto
Toronto, ON · North York, ON
- Contract
At UJA Federation of Greater Toronto, our vision is to lead the most vibrant Jewish community in North America - a community characterized by its diversity, unity, compassion, generosity…
Added 3 mins ago
NB
Wealth Associate
National Bank of Canada
Brossard, QC
- Full-time
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…
Added 3 mins ago
NB
Director Global Transaction Banking
National Bank of Canada
Montreal, QC
- Full-time
A career as a Director or Associate Director, Global Transaction Banking (GTB), within National Bank Capital Markets (NBCCM) means acting as a trusted advisor to a diversified group of…
Added 3 mins ago
C
Associate Relationship Manager
Computershare
Calgary, AB
- Full-time
We are looking for an Associate Relationship Manager (ARM) to join our team. You will be responsible for providing day to day administrative support to the Relationship Managers (RM) by…
Added 3 mins ago
Space Technologist
University of Guelph
Guelph, ON
Reporting to the Associate Director of Campus Planning and Asset Management the Space Technologist assists with space reporting and maintenance of the University space database.
Added 3 mins ago
Customer Experience Associate - Yonge & Hillcrest, Toronto, ON (18.75 hours/week)
Scotiabank
Toronto, ON · North York, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 18 mins ago
W
Supervisor
Wellington-Altus
AB · Toronto, ON · Calgary, AB
- Full-time
Reporting to the Associate Vice-President, Supervision, the Supervisor will be responsible for the supervision of WAPW activities to ensure the firm and its registrants continue to adhere…
Added 18 mins ago
RS
Warehouse Associate, Full-Time
Refrigerative Supply Limited
Regina, SK
- Full-time
To be the environment that inspires excellence and trust within our community.
Added 48 mins ago
WF
Vendor Finance – Commercial Associate
Wells Fargo
Mississauga, ON
- Full-time
…Committee, Spark Squad events, or meaningful volunteer work in the…
Added 48 mins ago
Facilities Renewal Technician
University of Guelph
Guelph, ON
Reporting to the Associate Director, Campus Planning & Asset Management, the Facilities Renewal Technologist develops and maintains data related to facilities operational support including…
Added 1 hour ago
CO
Associate Orthodontist - Paleczny Orthodontics
Corus Orthodontists
Quebec, QC
- Internship
Associate Orthodontist – Partnership Opportunity
Added 1 hour ago
VC
Client Service Associate (CSA) - Planning & Scheduling - Temporary, Full-time
VON Canada (Ontario)
Sarnia, ON
- $19.61 to $20.84 CAD / hour
- Full-time
- Temporary
Are you passionate about health care and ready to make a meaningful impact in your community? As a Client Service Associate (CSA), you'll coordinate nursing and home support visits with our…
Added 1 hour ago
PR
Associate Business Manager, AB & SK
Potentia Renewables Inc.
Calgary, AB
- $85,000 to $100,000 CAD / year
- Full-time
The Associate Business Manager is a new position, and it reports to the Senior Business Manager, AB.
Added 1 hour ago
CC
Retail Sales Associate
Canna Cabana
Mississauga, ON · Tomken, Mississauga, ON
- $17.95 CAD / hour
- Part-time
…individuals interested in joining our team. The Retail Sales Associate at our Tomken store in Mississauga, ON, plays a key role in delivering a welcoming and engaging in-store experience by…
Added 1 hour ago
R
Associate Portfolio Manager
RBC
Waterloo, ON
- Full-time
Added 1 hour 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 1 hour ago
LH
2600002926 - Service Associate
Lakeridge Health
Bowmanville, ON
- Full-time
Lakeridge Health is more than a hospital. It is a health network that includes five hospitals, a long-term care home, a community-based surgical centre, and more than 30 community sites…
Added 1 hour ago
CO
Associate Orthodontist - Shoreline Orthodontics
Corus Orthodontists
Campbell River, BC
- Full-time
…emphasis on patient experience, clinical excellence, and genuine community connection. As our practices continue to grow, we are looking for an Associate Orthodontist who shares our values,…
Added 1 hour ago
CO
Associate Orthodontist - Smile Big Orthodontics
Corus Orthodontists
AB · Alberta, Canada
- Full-time
Associate Orthodontist – Partnership Opportunity
Added 1 hour ago
CO
Associate Orthodontist - Kawartha Orthodontics
Corus Orthodontists
Peterborough, ON
- Part-time
…meaningful impact. Kawartha Orthodontics is seeking a part-time Associate Orthodontist to join our exceptional team in Peterborough,…
Added 1 hour ago
LV
SEASONAL ASSOCIATE-EN
La Vie En Rose
Newmarket, ON
- Part-time
Being part of a family-owned business committed to the community;
Added 1 hour ago
SG
Junior Quantitative Advisor-QIS
Societe Generale
Montreal, QC
- Full-time
This Associate-level role is designed for a junior quantitative professional who combines strong analytical and programming skills with intellectual curiosity and a practical approach to…
Added 1 hour ago
LB
Analyst, Middle Office
Laurentian Bank
Toronto, ON
- Full-time
…institutional division as well as the other divisions as required. The associate will collaborate with the other Middle office team members as well as with other areas within LBS including…
Added 1 hour ago
FR
Security Concierge
FirstService Residential Canada
Oakville, ON
- Full-time
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may…

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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