Financial Institutions Examiner
3 months ago
**Requirements**
**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**
- Canadian Securities Course (CSC)
- Conduct and Practices Handbook course
**Computer and technology knowledge**
- Bloomberg Terminal
- MS Office
**Work Conditions**
- Fast-paced environment
- Work under pressure
- Tight deadlines
**Personal suitability**
- Excellent oral communication
- Excellent written communication
- Judgement
- Organized
- Team player
Pay: $37.00 per hour
Expected hours: 35 per week
Additional pay:
- Bonus pay
**Benefits**:
- Dental care
- Extended health care
- Paid time off
- Vision care
Schedule:
- Monday to Friday
**Education**:
- Bachelor's Degree (required)
**Language**:
- English (required)
Licence/Certification:
- CSC (required)
**Location**:
- Toronto, ON M5C2W1 (required)
Work Location: In person
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