First seen by our source: 3 days ago
Managed Account Trader
@ Raymond James Ltd.
Overview
Raymond James Ltd. is hiring a Managed Account Trader in its Asset Management Services team to steward clients' fee-based assets. The role involves trade instruction processing, model updates, trade generation and quality control across SMA platforms. Full-time, with a salary of $60,000 to $65,000 annually plus performance bonuses, and flexible workstyles on eligibility.
Responsibilities:
- Process trade instructions from SMA managers and portfolio managers
- Update models and generate trades for market execution
- Calculate foreign exchange exposure and arrange cross-currency rates
- Rebalance accounts with excess cash quarterly
- Perform trade quality control checks
Requirements summary:
- Post-secondary diploma or degree required
- Minimum 2 years discretionary model-based trading experience
- Canadian Securities Course is an asset
- Proficiency with Microsoft Office applications
- Familiarity with Dataphile or Croesus is an asset
- Superior analytical and problem-solving skills
Tools & skills
Source and dates
Employer career site / ATS feed · taleo
- Employer posting date
- Not provided
- First seen by our source
- 2026-11-04
- Source record updated
- 2026-11-04
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Business operations |
| Experience | 2+ years |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH) |
| Education | College diploma (required), Bachelor’s degree (required) |
| Perks mentioned | Generous paid time off, Flexible hours, Retirement plan, Tuition support, Performance bonus, Stock or equity |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Raymond James Ltd.
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Power of Personal
Full company description
Raymond James Ltd. is the Canadian subsidiary of Raymond James Financial, Inc., one of North America’s leading independent financial services firms. Established in 1962, our parent firm became publicly traded in 1983 and is listed on the New York Stock Exchange under the ticker symbol RJF. Operating in Canada since 2001, Raymond James Ltd.’s roots extend back more than 170 years through predecessor firms that helped shape Canada’s financial landscape. In 2016, the combination of Raymond James Ltd. and 3Macs (MacDougall, MacDougall & MacTier Inc.), founded in 1849, further strengthened our private client business and helped establish Raymond James as Canada’s largest independent investment dealer. Today, we are a proudly Canadian firm providing personalized wealth solutions to individuals, families and institutions nationwide. Our client‑first philosophy is guided by four core values: putting clients first, acting with integrity, thinking long‑term and valuing independence. Our vision—to be a firm as unique as the people we serve—shapes our culture, our partnerships and how we support advisors and associates. We believe diverse perspectives, meaningful relationships and a culture of independence drive better outcomes for clients and communities alike. Raymond James Ltd. is a member of the Canadian Investor Protection Fund (CIPF).
- LinkedIn followers
- 60,004
- People associated on LinkedIn
- 1,518
- Reported office locations
- 40 King Street west. P.O. Box 415, Toronto, ON M5H 3Y2, CA
- Cathedral Place, Vancouver, BC V6C 3L2, CA
- Business categories
- Wealth Management
- Finance
- Financial Services
- Other recorded names
- Raymond James
- Raymond James Ltd.
- Specialties
- Investments
- Estate Planning
- Financial Planning for individual and institutional clients and corporate issuers.
- trusts
- and Insurance
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Raymond James Ltd. is the Canadian subsidiary of Raymond James Financial, Inc., one of North America’s leading independent financial services firms. Established in 1962, our parent firm became publicly traded in 1983 and is listed on the New York Stock Exchange under the ticker symbol RJF. Operating in Canada since 2001, Raymond James Ltd.’s roots extend back more than 170 years through predecessor firms that…
| Field | Value |
|---|---|
| Industry | Financial Services |
| Company size | 5,001-10,000 employees |
| Headquarters | Toronto, ON |
| Organization type | Public Company |
| Year founded | 2001 |
| Specialties | InvestmentsEstate PlanningFinancial Planning for individual and institutional clients and corporate issuers.trustsand Insurance |
| Open jobs on Jobsy | 82 |
| View page |
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.
Managed Account Trader
How does the role impact the organization?
As a member of the Asset Management Services team, you will play a vital role in ensuring the accurate stewardship of client’s fee-based assets and the overall goal of increasing fee-based assets and revenues at Raymond James Ltd.
What will your role be responsible for?
- Monitor e-mail for incoming trade instructions from 3rd party managers on the SMA program as well as internal Raymond James portfolio managers.
- Update models and generate trades for market execution while coordinating with the trading desk on larger orders.
- Query for daily asset movement on the SMA program and amalgamate bulk trading lists for market execution.
- Calculate foreign exchange exposure and arrange for rates on all cross-currency transactions.
- Identify and rebalance accounts with excess cash on a quarterly basis.
- Perform quality control checks on trades.
- Download and distribute weekly/monthly reports.
- Assist with various projects and initiatives related to fee-based accounts.
- Assist with a variety of other duties related to all fee-based platforms.
What can you expect from us?
Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.
What do we expect from you?
- Post-secondary diploma or degree.
- Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) is an asset.
- Minimum of 2 years of industry experience trading in discretionary accounts using a model-based approach.
- Proficiency with Microsoft Office (Word, Excel, PowerPoint, Access) with a willingness and ability to learn new applications.
- Familiarity with Dataphile, Croesus, or similar service provider is an asset.
- Superior analytical and problem solving skills.
- Work within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail.
- Demonstrate email, videoconferencing, and telephone etiquette and relationship management skills.
We encourage our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
Salary Range: $60,00 - 65,000 annually, in addition to competitive performance bonuses/incentives.
Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.
This posting is for an existing vacancy.
At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at [email protected]. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.
We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.
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