Job Details

financial examiner ,Instituitions

  • Posted by : VELOCITY TRADE CAPITAL LTD

 September 06, 2024 - July 05, 2025

  • Job category : Financial
  • Salary : 37


         

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

Job Id : JFC-288742
Vacancy : 1
Location : Toronto - ON, Ontario, CANADA