Account Profile Associate- Entry Level

2 weeks ago

Vancouver, Canada Raymond James Ltd Full time

_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.

**Account Profile Associate**

**How does the role impact the organization?**

This role provides support to the branches and is responsible for ensuring the clients’ profile information is accurate and readily available.

**What is the position responsible for?**
- 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;
- 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;
- Provide timely and effective internal as well as external client service; and
- Other duties as assigned.

**What can you expect from us?**

Our most important investment is in people, Raymond James Ltd offers **flexible workstyles,** a competitive compensation and benefits package. Our benefits range from Health Benefits, Paid Time Off, Volunteer Days, and many more We also support internal promotion and community involvement.

**Qualifications**

**Knowledge of**
- Concepts, practices and procedures of securities industry and/or banking compliance;
- Principles of finance and securities industry operations; and

**Skill in**

**Ability to**
- Work within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail;
- Work independently as well as collaboratively within a team environment;
- 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.
- Educational/Previous Experience Requirements

**Educational/Previous Experience Requirements**
- A minimum of 1 year of industry related experience; and
- Post-secondary education.

**Job Type**: Fixed term contract

**Salary**: From $50,000.00 per year

**Benefits**:

- Company events
- Dental care
- Extended health care
- Paid time off
- Vision care
- Wellness program

Schedule:

- Monday to Friday

Work Location: One location

  • Account Profile Associate

    4 days ago

    Vancouver, Canada Raymond James Ltd Full time

    _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. - **Account Profile...

  • Account Profile Associate

    2 weeks ago

    Vancouver, Canada Raymond James Financial, Inc. Full time

    2500629 - 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...

  • Account Profile Associate

    1 week ago

    Vancouver, Canada Raymond James Financial, Inc. Full time

    2500502 - 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...

  • Account Profile Associate

    7 days ago

    Vancouver, Canada Raymond James Financial, Inc. Full time

    2500171 - 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. **_...

  • Account Profile Associate

    18 minutes ago

    Vancouver, British Columbia, Canada Raymond James Full time $50,000 - $60,000

    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.Account Profile Associate - 12 Month ContractHow does the...

  • Entry Level Internet Sales Associate

    36 minutes ago

    Vancouver, British Columbia, Canada Pure Managing Partners Full time

    We're more than just a company—we're a high-performing, results-oriented team driven by growth, value creation, and exceptional customer experiences. As a leader in the management and telecommunications space, we deliver customized sales solutions that keep customers connected while supporting our continued expansion. We prioritize internal growth, reward...

  • Account Profile Associate

    5 days ago

    Vancouver, Canada Raymond James Financial, Inc. Full time

    **Account Profile Associate - 14 Month Contract** - 2400198 - 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...

  • Account Manager

    2 weeks ago

    Vancouver, Canada Heritage Office Furnishings Full time

    Heritage Office Furnishings is the No. 1 supplier of office furnishings and related services focusing on corporate environments within BC. Established in 1979, The Heritage Group has grown to become the largest full service dealership in British Columbia, providing challenging and rewarding careers to over 250 employees in the areas of Sales, Administration,...

  • Entry-Level Sales Associate | Path to Regional Director

    3 weeks ago

    Vancouver, Canada Groupe Compass Quebec ltée. Full time

    A leading foodservice and support services company is seeking an Associate Sales Representative in Vancouver. This entry-level role provides an opportunity for growth toward a Regional Sales Director position and is bonus-eligible. Applicants should have a positive attitude, strong communication skills, and a Bachelor's Degree or relevant experience....

  • Entry-Level Account Manager: Growth to Project Lead

    2 weeks ago

    Vancouver, Canada Heritage Office Furnishings Full time

    A leading office furnishings provider in Metro Vancouver is seeking an entry level Account Manager. This role involves building client relationships, understanding customer needs, and delivering exceptional service. Candidates should possess at least a Grade 12 education, familiarity with Microsoft Office, and strong communication skills. The position offers...