How does the role impact the organization?

As a member of the Credit team, you will play an integral role in the effective monitoring and management of retail credit usage with Raymond James Ltd. You will utilize your experience in the securities industry and risk management knowledge to ensure accounts are maintained within established regulatory and internal requirements.

What will your role be responsible for?

• Monitor and regulate debits in Margin, Cash, and RRSP accounts for assigned branches;
• Authorize EFT, wire transfer, and cheque requests based on risk management;
• Review client portfolios for margin/credit related issues (security/sector concentration risk);
• Approve internal transfers, account transfer‑ins, as well as third party requests and stock withdrawals;
• Assist in monitoring and approving trades on the Order Routing System for trade restricted accounts;
• Respond to queries from all d...