Location
vancouver, metro vancouver regional district, Canada
Posted
July 13, 2026
Job Description
Job Description – Registered Plans Associate )
Raymond James Ltd. is Canada’s leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
How does the role impact the organization?
This role is critical to the administration and oversight of Registered Retirement Income Funds (RRIFs), supporting clients in the retirement income phase. The associate ensures accurate and timely processing of RRIF withdrawals, minimum payment requirements, and lifecycle events such as account conversions and estate settlements. The role contributes to regulatory compliance, operational efficiency, and a high-quality client experience by partnering with advisors, internal teams, and external stakeholders.
What will your role be responsible for?
- Administer RRIF accounts with a focus on withdrawals, minimum annual payment calculations, payment...