Job Posting: Finance Reporting Associate (Raymond James)

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Experience Required

  • Post-secondary accounting education
  • Basic accounting knowledge
  • Financial industry experience is an asset

Status: Full Time Permanent

Primary Location: Vancouver, BC

Salary: not listed

Work Style: Hybrid opportunities available

Requisition ID: 2204671

Job Summary

Raymond James Ltd. is seeking a Reporting Associate to join the Finance Department of our downtown Vancouver office.  Raymond James Ltd. is Canada’s leading independent investment dealer offering high quality investment products and services to individual Canadians seeking customized solutions to their wealth management needs. The successful candidate for this position will work in a fast-paced accounting department reporting to the the ECM Reporting Supervisor.  As a member of the finance team, you will provide reporting and analysis of Equity Capital Market (ECM) activity. This role involves being interactive with ECM employees and with other departments within and outside of the firm to ensure that required information is communicated in a timely and accurate manner.

Essential Duties and Responsibilities

  • Assist with daily creation and balancing of trade files for internal database;
  • Create daily and monthly reports to be distributed to senior managers in ECM and Compliance; 
  • Assist with the monthly financial reporting process;
  • Prepare and distribute monthly and quarterly management reports;
  • Administer CSA/Soft dollar programs for Institutional clients;
  • Prepare preliminary annual budget information for ECM departments; 
  • Liaise with RJA with regards to compliance, financial reporting and other items pertaining to ECM;
  • Assist with projects and initiatives as required; and
  • Other duties assigned.

Knowledge, Skills, and Abilities

  • Post-secondary education with knowledge of basic accounting is an asset;
  • Financial industry experience is an asset;
  • Proficiency in Excel and Outlook;
  • Exemplary organizational skills and the ability to work quickly;
  • Excellent written and verbal communication skills;
  • The ability to demonstrate excellent client service and collaboration;
  • The ability to work effectively both independently and within a team environment;
  • An attention to detail;
  • Exemplary problem solving skills and the ability for adaptation; 

Depending on eligibility, we offer:

  • Competitive Wages
  • Health Benefits Program including Life Insurance and Disability from start date
  • RRSP Matching Program from start date
  • Employee Stock Purchase Plan
  • Paid Time Off  & Other Time Off such as Volunteer Day
  • Discretionary Bonuses
  • Tuition Reimbursement Program 
  • Top Up Plan
  • Employee Investment Accounts
  • Flexible Work Styles

This position is closed and no longer taking applications.

In order to be eligible to apply for any other position, you must be registered on BC JobConnect. Learn more about how to register for the BC JobConnect here. 

Please contact if you have any questions or concerns.