Review mutual fund trades for suitability and completeness as a temporary Suitability Review Analyst with Primerica’s PFSL Department. Excel proficiency supports accurate, timely trade processing.

This temporary analyst position focuses on reviewing trades against PFSL guidelines, mutual fund compliance, and securities regulations. The work requires post-secondary education or equivalent knowledge, robust organization, and careful attention to detail. Mutual fund industry experience, IFIC, and the Branch Manager exam are relevant qualifications.

Key Responsibilities:

- Review mutual fund trades for suitability and completeness
- Check compliance with PFSL guidelines and securities regulations
- Forward deficient trades to appropriate staff for resolution




- Send trades to data entry staff promptly
- Compile Operations Statistics reports and complete assigned duties

Requirements:

- Post-secondary education or equivalent working knowledge
- Minimum two years’ mutual fund industry experience considered an asset
- IFIC and Branch Manager exam required
- Excellent communication and organizational skills
- Microsoft Office proficiency, particularly Excel

Apply your mutual fund knowledge, compliance awareness, and Excel skills to accurate trade suitability review at Primerica.

📌 Mutual Fund Suitability Review Analyst (Canada)
🏢 PCN Primerica Financial Services (Canada
📍 Canada