Senior Financial Advisor Assistant
At Raymond James,wedevelop,wecollaborate,wedecide,wedeliver, andweimprove together.Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to th…
Tax & Client Reporting Specialist (6-Month Contract)
A leading independent investment firm in Metro Vancouver is seeking a Senior Associate for a 6-month contract in Tax & Client Reporting. The ideal candidate will have strong organizational and communication skills while managing inquiries from Investment Advis…
Compliance Officer
How does the role impact the organization? Reporting to the Senior Manager, Compliance, you will be primarily responsible for trade approvals, monthly account reviews and social media management. You will also be responsible for contacting sales staff to imple…
Manager Risk Management
How does the role impact the organization?The Manager, Risk Management is responsible for implementing the Raymond James Enterprise Risk Framework in Canada, developing reports, drafting memos for executive reporting, delivering risk related training and actin…
Senior Associate, Tax & Client Reporting
Senior Associate, Tax & Client Reporting - 6 Month Contract How does the role impact the organization? The Senior Associate, Tax & Client Reporting requires an organized, hardworking, team-oriented and technologically proficient candidate. The candidate must m…
Investment Advisor Assistant — Client Service & Admin Pro
Join a leading independent investment dealer as an Investment Advisor Assistant, where your exceptional administrative skills will play a vital role in enhancing client relationships and supporting Financial Advisors. This position offers a dynamic work enviro…
Client‐Focused Financial Admin & Trade Support
A leading financial services firm in Toronto is seeking a Senior Financial Advisor Assistant to support Portfolio Managers and ensure efficient operations. The role involves managing client trades, handling inquiries, and maintaining accurate documentation. Ca…
Tax & Client Reporting Senior Associate (6-Month Contract)
A financial services company is seeking a Senior Associate for a 6 Month Contract in Vancouver. The role involves ensuring quality control, responding to inquiries, and processing income tax receipts. Ideal candidates will have a Bachelor's Degree, and 2-4 yea…
Senior Tax Associate for Client Reporting and Quality Control
Elevate your career as a Senior Associate specializing in Tax and Client Reporting. Utilize your organizational skills to meet tax deadlines, support inquiries, and ensure quality control across functions.This role requires a detail-oriented and communicative …
Senior Associate, Tax & Client Reporting - 6 Month Contract
At Raymond James,wedevelop,wecollaborate,wedecide,wedeliver, andweimprove together .Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to t…