Credit Officer at Raymond James Ltd

Position: Credit Officer at Raymond James Ltd.
Become a Credit Officer on a 12-month contract with Raymond James Ltd., Canada's leading independent investment dealer. Leverage your experience in securities and risk management to monitor retail credit effectively.

In this critical role, you will work with the Credit team to ensure compliance within established regulations. Your experience will guide you in managing accounts and responding to internal queries about Credit policies. Be ready to conduct regular capital reporting while engaging in department initiatives aiming for operational excellence.

Key Responsibilities:

• Monitor Margin, Cash, and RRSP accounts for compliance

• Authorize EFT, wire transfers, and cheque requests

• Review client portfolios for margin and credit issues

• Approve account transfers and stock withdrawals

• Conduct AML sanction screening for third-party requests

Requirements:

• 3+ years in Canadian securities or financial industry

• Post-secondary education in Business/Finance/Economics

• Proficiency in Dataphile or similar software

• Strong analytical skills and client service experience

• Bilingual in English and French is an asset

Utilize your analytics and customer service skills to enhance credit management at Raymond James Ltd.
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