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financial institutions examiner
Posted on September 09, 2024 by Employer details VELOCITY TRADE CAPITAL LTD
Job details
Education: Bachelor's degree. Work setting: Brokerage house. Tasks: Identify clients' financial goals and objectives. Monitor client investments. Analyze clients' financial records. Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning. Arrange for sale of financial products and investments. Review and examine financial services and institutions to ensure compliance with governing legislation and regulation. Assist in the planning and execution of financial statement audits. Certificates, licences, memberships, and courses : Canadian Securities Course (CSC). Conduct and Practices Handbook course. Computer and technology knowledge: Bloomberg Terminal. MS Office. Area of specialization: Financial examination. Work conditions and physical capabilities: Fast-paced environment. Work under pressure. Tight deadlines. Personal suitability: Excellent oral communication. Excellent written communication. Judgement. Organized. Team player. Experience: 2 years to less than 3 years. Health benefits: Dental plan. Health care plan. Vision care benefits. Financial benefits: Bonus. Other benefits: Paid time off (volunteering or personal days).- LocationToronto, ON
- Workplace information On site
- Salary$37.00HOUR hourly / 35 hours per week
- Terms of employment Permanent employmentFull time
- Day
- Start date Starts as soon as possible
- Benefits: Health benefits, Financial benefits, Other benefits
- vacancies 1 vacancy
- Source Job Bank #3070680
Overview
Languages
English
Education
- Bachelor's degree
Experience
2 years to less than 3 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Work setting
- Brokerage house
Responsibilities
Tasks
- Identify clients' financial goals and objectives
- Monitor client investments
- Analyze clients' financial records
- Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
- Arrange for sale of financial products and investments
- Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
- Assist in the planning and execution of financial statement audits
Credentials
Certificates, licences, memberships, and courses
- Canadian Securities Course (CSC)
- Conduct and Practices Handbook course
Experience and specialization
Computer and technology knowledge
- Bloomberg Terminal
- MS Office
Area of specialization
- Financial examination
Additional information
Work conditions and physical capabilities
- Fast-paced environment
- Work under pressure
- Tight deadlines
Personal suitability
- Excellent oral communication
- Excellent written communication
- Judgement
- Organized
- Team player
Benefits
Health benefits
- Dental plan
- Health care plan
- Vision care benefits
Financial benefits
- Bonus
Other benefits
- Paid time off (volunteering or personal days)
Who can apply to this job?
Only apply to this job if:
- You are a Canadian citizen, a permanent or a temporary resident of Canada.
- You have a valid Canadian work permit.
If you are not authorized to work in Canada, do not apply. The employer will not respond to your application.
Advertised until
2024-10-07
Important notice: This job posting was posted directly by the employer on Job Bank. The Government of Canada has taken steps to make sure it is accurate and reliable but cannot guarantee its authenticity.
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