- Work Term : Permanent
- Work Language : English
- Hours : 30 hours per week
- Education : Bachelor's degree
- Experience : 2 years to less than 3 years
- or equivalent experience
Work setting
- Financial technology (FinTech)
- On-site customer service
- Financial management / services
Tasks
- Collect financial and investment information about companies, stocks, bonds and other investments
- Examine and analyze financial and investment information (profiles of companies, stock or bond prices, yields and future trends)
- Prepare company, industry and economic outlooks, analytical reports, briefings notes and correspondence
- Provide investment advice and recommendations to clients, senior company officials, pension fund managers, securities agents and associates
- Advise on and participate in the financial aspects of contracts and calls for tender
- Analyze investment projects
- Assist in preparing operating and investment budgets
- Plan short- and long-term cash flows and assess financial performance
- Prepare a regular risk profile for debt portfolios
- Develop risk management plans
- Perform administrative tasks
Computer and technology knowledge
- Excel Visual Basic for Applications (VBA)
- Data analysis software
- Enterprise resource planning (ERP) software
- MS Excel
- MS Office
- Information technology
- MS PowerPoint
- Database software
- Accounting software
- Business intelligence
- Electronic mail
- MS SQL Server
Area of specialization
Over-the-counter preparations
Security and safety
- Confidential security clearance
- Criminal record check
Work conditions and physical capabilities
- Fast-paced environment
- Work under pressure
- Tight deadlines
- Attention to detail
- Large caseload
Personal suitability
- Accurate
- Client focus
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Flexibility
- Initiative
- Judgement
- Organized
- Reliability
- Team player
- Ability to multitask
Screening questions
- Are you available for the advertised start date?
- Are you currently legally able to work in Canada?
- Do you have previous experience in this field of employment?
- Do you have the above-indicated required certifications?
- What is the highest level of study you have completed?
- What is your current field of study?
- What is your current level of study?
Financial benefits
- Group insurance benefits
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