financial underwriter

Education

• College / CEGEP

Tasks

• 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

Experience

• 1 year to less than 2 years

Health benefits

• Dental plan
• Health care plan
• Vision care benefits
• Durée de l'emploi : Permanent
• Langue de travail : Anglais
• Heures de travail : 40 hours per week