Job details
- JobBank Id: 41877654
- JobSeekr Id: 275777
- Financial Institutions Examiner
- Toronto, ON
- Full time
- VELOCITY TRADE CAPITAL LTD
- $37.00
- 35 hours per week
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)