Job Description

Languages

English

Education

College/CEGEP

Experience

1 year to less than 2 years

Location

On site: Work must be completed at the physical location. There is no option to work remotely.

Responsibilities

  • Identify clients' financial goals and objectives
  • Analyze clients' financial records
  • Develop financial plans for clients
  • Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
  • Underwrite new issues of stocks and bonds
  • Assist in the planning and execution of financial statement audits
  • Complete credit and loan documentation
  • Research and evaluate loan applicant's financial status, references, credit and ability to repay loan

Benefits

  • Dental plan
  • Health care plan
  • Vision care benefits

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