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Financial Services Professional

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Vancouver, British Columbia, Canada Raymond James Financial Full time

At Raymond James, we foster a collaborative work environment where professionals like you can thrive.

As a Registered Plans Associate, you will play a crucial role in the administration of various tasks involving registered plans products. This includes processing transactions in registered plans such as RRSPs, RESPs, RRIFs, LIFs, TFSAs, LIRAs and FHSAs, as well as contributions, de-registrations, un-locking, withholding tax submissions, trustee wires and non-qualified tax assessments.

  • You will provide support individually or in conjunction with other team members in investigating and resolving advisor queries within SLA deadlines;
  • You will participate in the maintenance and updating of departmental procedures to ensure compliance;
  • You will work closely with other departments such as Tax, Estates, Transfers, Credit, and New Accounts, in responding to advisor queries and resolving issues as they arise;

In this dynamic role, you will also have the opportunity to assist in registered plan related projects, including regulatory audits, and perform other duties as assigned.