Job Description & How to Apply Below
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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