Job Title:

Credit Officer


Raymond James Ltd.


Vancouver , BC

Job Reference:


We are seeking a Credit Officer to work in our downtown Vancouver office.

We are one of Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.  

Reporting to the Manager, Operations Credit, the primary function of this role is to effectively monitor and control retail credit for Raymond James Ltd.  You will utilize your securities industry knowledge to ensure that the requirements of the regulators are met. 

Specifically you will:

  • Monitor and control credit and RRSP debits for assigned branches;
  • Authorize cheques, EFTs, and wire transfers based on risk management;
  • Approve internal transfers, account transfer-ins, as well as third party requests and stock withdrawals;
  • Review the daily bookkeeping report for third party cheque deposits, stock receipts and wire transfers;
  • Assist in monitoring the Order Routing System;
  • Respond to inquiries from all departments relating to policies and procedures and regulatory rules;
  • Responsible for capital and credit reporting;
  • Other duties as assigned.

To qualify for this opportunity you possess:

  • Minimum 2-3 years of financial industry or related administrative experience;
  • Ability to speak French is required;
  • Completion of the Canadian Securities Course is an asset;
  • Excellent proficiency with MS Office particularly Word, Excel and Outlook;
  • Proficiency with Dataphile is an asset;
  • Excellent verbal and written communication skills;
  • Excellent problem solving skills;
  • Well-developed interpersonal and customer service skills;
  • Strong multi-tasking skills and the ability to work under pressure;
  • Excellent group dynamics and the desire to work in a team environment.

This is a permanent full-time position with a competitive compensation package.


If you would like to join our team, please send a resume and covering letter, quoting the position and Job Posting # 19-062 to:

Human Resources


To be considered for employment candidates will be required to provide proof of citizenship, permanent residency or eligibility to work in Canada with no restrictions. We require applicants to complete a background verification process prior to commencing employment with the company, including but not limited to a credit and criminal record check. Employment is contingent on the satisfactory completion of a pre-employment background check.

We sincerely thank all applicants who express an interest in this role: only those being directly considered will be contacted.

Raymond James Ltd. recognizes the value of a diverse workforce and appreciates the unique skills and special contribution of each employee. We are committed to accessibility for candidates through all stages of the recruitment process. Should you require accommodation, please contact Human Resources via email at the address above.

Quote Job Reference: 19-062

Posted 2019-04-29

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