Financial Institutions Examiner

2 months ago

Toronto, Ontario, Canada VELOCITY TRADE CAPITAL LTD Full time

{"h2": "Job Summary", "p": "At Velocity Trade Capital Ltd, we are seeking a highly skilled Financial Institutions Examiner to join our team. As a key member of our organization, you will be responsible for identifying clients\u2019 financial goals and objectives, monitoring client investments, and analyzing financial records to ensure compliance with governing legislation and regulation.

", "ul": [{"li": "Bachelor\u2019s degree in a related field"}, {"li": "2 years to less than 3 years of experience in financial services"}], "h2": "Key Responsibilities", "ul": [{"li": "Identify clients\u2019 financial goals and objectives"}, {"li": "Monitor client investments"}, {"li": "Analyze financial records to ensure compliance with governing legislation and regulation"}, {"li": "Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning"}, {"li": "Arrange for sale of financial products and investments"}, {"li": "Review and examine financial services and institutions to ensure compliance with governing legislation and regulation"}, {"li": "Assist in the planning and execution of financial statement audits"}], "h2": "Requirements", "ul": [{"li": "Canadian Securities Course (CSC)"}, {"li": "Conduct and Practices Handbook course"}], "h2": "Preferred Qualifications", "ul": [{"li": "Bloomberg Terminal"}, {"li": "MS Office"}], "h2": "Work Environment", "p": "This is a fast-paced environment that requires the ability to work under pressure and meet tight deadlines.

", "h2": "What We Offer", "ul": [{"li": "Dental plan"}, {"li": "Health care plan"}, {"li": "Vision care benefits"}, {"li": "Bonus"}, {"li": "Paid time off (volunteering or personal days)"}, {"li": "Permanent work term"}, {"li": "English language"}, {"li": "35 hours per week"}]

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