Sr. Account Transfers-In Associate
Raymond James Ltd
- Responsible for the "manual transfer" of a full range of Registered Accounts into Raymond James Ltd. Responsible for transferring: RRSP, SRSP, LIRA, LRSP, RRIF, SRIF, PRIF, LIF, TFSA and RESP funds
- Manual transfers, simply means non-CDS or non-ATON eligible (non IIROC firms). This requires a strong service focus, significant leadership skills, resolute follow-up and a balance between process and results.