On site
There is no option to work remotely.
Evaluate financial risk
Use portfolio management software
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)
Provide investment advice and recommendations to clients, senior company officials, pension fund managers, securities agents and associates
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
Regulatory investigation
~ Regulatory reporting
Computer and technology knowledge
Data analysis software
Enterprise resource planning (ERP) software
MS Excel
MS Office
SAP (FI/CO / HR / MM / OT SD)
Business intelligence
Criminal record check
Transportation/travel information
~ Public transportation is available
Personal suitability
Dental plan
Health care plan
Registered Retirement Savings Plan (RRSP)