Raymond James as Credit Officer

Position: Join Raymond James as Credit Officer
Explore a rewarding 12-month contract as a Credit Officer with Raymond James Ltd., a premier investment dealer in Canada. Your expertise in securities and risk management will be vital in ensuring proper credit monitoring and compliance.

In this essential role, you will assist in the management of retail credit usage while working closely with the Credit team. Your analytical skills will shine as you handle client portfolios, approve transactions, and respond to departmental inquiries about Credit policies. You are expected to participate in various departmental initiatives and contribute to the overall operational success.

Key Responsibilities:

• Oversee debits in Margin and Cash accounts

• Approve wire transfers and cheque requests

• Evaluate and review client portfolios for risks

• Manage account transfers and withdrawals thoroughly

• Participate in compliance-related projects

Requirements:

• Minimum of 3 years in Canadian securities

• Educational background in Business, Finance, or Economics

• Experience with Dataphile or relevant applications

• Strong interpersonal skills and attention to detail

• Bilingual in English and French preferred

Utilize your skills in client service and problem-solving as a Credit Officer at Raymond James Ltd.
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