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

• 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.

How to apply

By email

emily.sloan@velocitytrade.com

How-to-apply instructions

Here is what you must include in your application:

• Job reference number