Education
Secondary (high) school graduation certificate
Tasks
Identify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans for clientsReview and examine financial services and institutions to ensure compliance with governing legislation and regulationNegotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of clientAssist in the planning and execution of financial statement auditsMaintain accurate recordsEnsure accuracy and compliance to accounting standards, procedures and internal controlAnalyze financial documents and reportsEvaluate financial risk
Certificates, licences, memberships, and courses
Mortgage Broker Provincial Licence
Experience
1 to less than 7 months
Durée de l'emploi: Permanent
Langue de travail: Anglais
Heures de travail: 30 to 40 hours per week
