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financial compliance officer Verified This job was posted directly by the employer on Job Bank.
Posted on April 15, 2024 by Employer details AAA ACCOUNTING & TAX SERVICES INC.
Job details
Education: Bachelor's degree. Tasks: Identify clients' financial goals and objectives. Analyze clients' financial records. Develop financial plans for clients. Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning. Review and examine financial services and institutions to ensure compliance with governing legislation and regulation. Investigate possible unethical conduct or breeches of securities or commodity futures law. Security and safety: Criminal record check. Personal suitability: Efficient interpersonal skills. Excellent oral communication. Excellent written communication. Initiative. Screening questions: Are you currently legally able to work in Canada?. Are you willing to relocate for this position?. Do you have previous experience in this field of employment?. What is the highest level of study you have completed?. Experience: 1 year to less than 2 years.- Location4656 WESTWINDS DRIVE NECalgary, ABT3J 3Z5
- Salary$39.50HOUR hourly / 30 hours per week
- Terms of employment Permanent employmentFull time
- Day, Evening, Early Morning, Morning
- Start date Starts as soon as possible
- vacancies 1 vacancy
- Source Job Bank #2879184
Overview
Languages
English
Education
- Bachelor's degree
Experience
1 year to less than 2 years
Responsibilities
Tasks
- Identify clients' financial goals and objectives
- Analyze clients' financial records
- Develop financial plans for clients
- Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
- Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
- Investigate possible unethical conduct or breeches of securities or commodity futures law
Additional information
Security and safety
- Criminal record check
Personal suitability
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Initiative
Who can apply to this job?
Only apply to this job if:
- You are a Canadian citizen, a permanent or a temporary resident of Canada.
- You have a valid Canadian work permit.
If you are not authorized to work in Canada, do not apply. The employer will not respond to your application.
Advertised until
2024-07-15
Important notice: This job posting was posted directly by the employer on Job Bank. The Government of Canada has taken steps to make sure it is accurate and reliable but cannot guarantee its authenticity.
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