About this role
Education: Bachelor's degree. Work setting: Willing to relocate.
- Financial management/services.
Tasks
- 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).
- 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.
- Variance analysis.
Security and safety: Criminal record check. Credit check.
- Transportation/travel information: Public transportation is available.
- Work conditions and physical capabilities: Fast-paced environment.
- Work under pressure.
- Tight deadlines.
Attention to detail. Large caseload.
- Personal suitability: Accurate.
- Efficient interpersonal skills.
- Excellent oral communication.
- Excellent written communication.
- Flexibility.
- Initiative.
- Judgement.
- Organized.
- Reliability.
- Team player.
- Ability to multitask.
- Collaborative.
- Screening questions: Are you available to start on the date listed in the job posting?.
- Do you have experience working in this field?.
- Do you have the equipment you need to work from home (like internet and a workspace)?.
- Do you meet the language requirements listed in the job posting for the position (English or French)?.
Experience: 3 years to less than 5 years.
- Workplace information: Hybrid.
- Health benefits: Dental plan.
- Disability benefits.
- Health care plan.
- Paramedical services coverage.
- Vision care benefits.
- Financial benefits: Bonus.
- Life insurance.
- Registered Retirement Savings Plan (RRSP).
- Long term benefits: Maternity and parental benefits.
- Other benefits: Team building opportunities.
- Travel insurance.
- Wellness program.
Support for persons with disabilities: Provides physical accessibility accommodations (for example: ramps, elevators, etc.).