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