Account Profile Associate

Job Description - Account Profile Associate (2600500)

Account Profile Associate - 2600500

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.

• Participate in the general administration of New Account openings, Account Updates to client information, recurring event setups, quality control review, and external mail duties;
• Collect and record New Account and Account Update data for Key Performance Measurement tracking;
• Update the Procedure Manual as required by changes in processing and workflow;
• Assist in Account Update initiatives;
• Collect and record New Account and Account Update data for Key Performance Measurement tracking;and
• Provide timely and effective internal as well as external client service.

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers
flexible work styles,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
• many more

We also support internal promotion and community involvement.

• Concepts, practices and procedures of securities industry and/or banking compliance;
• Principles of finance and securities industry operations;
• Dataphile application, EDMS, or similar electronic document management systems, as related to document filing;
• Microsoft Office with a willingness and ability to learn new applications;
• 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;
• Communicate proficiently in French is an asset;
• Demonstrate a professional manner to establish and maintain effective working relationships at all levels of the organization; and
• Exercise tact and discretion in the handling of confidential information.

• A minimum of 1 year of industry related experience; and
• Post-secondary education.

• 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, 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  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.

Raymond James Ltd. is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and of the Canadian Investor Protection Fund (CIPF). Customers’ accounts are protected by the Canadian Investor Protection Fund within specified limits. A brochure describing the nature and limits of coverage is available upon request or at . 3

Macs, Mac Dougall,Mac Dougall & Mac Tier and Raymond James Correspondent Services are divisions of Raymond James Ltd. Raymond James Ltd. is an integrated financial services firm. Its subsidiaries, Raymond James Investment Counsel Ltd., Raymond James Financial Planning Ltd., Raymond James Trust (Canada) and Raymond James Trust (Québec) Ltd.are not members of the IIROC or the CIPF. Please consult each subsidiary’s webpagesfor applicable corporate, regulatory or membership