Location
vancouver
Posted
June 01, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
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