Financial Institutions Examiner

3 months ago


Toronto, Canada Velocity Trade Full time

**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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