Job Description
Job details
Job Title-Financial Examiner, Institutions
- Location Toronto, ONM5C 2W1
- Workplace information On site
- Salary37.00 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
- vacancies1 vacancy
Overview
Languages
English
Education
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
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
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
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.
How to apply
By email
emily.sloan@velocitytrade.com
How-to-apply instructions
Here is what you must include in your application:
