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Primerica

Suitability Review Analyst

Mississauga, ON, Canada
Primerica Financial Services Ltd (CAN), Canada

The hourly rate will be $25-$28. · Full-time

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Job details

Pay: The hourly rate will be $25-$28.
Job type: Full-time
Experience: Minimum 2 years experience in the mutual fund industry is an asset
Posting language: English
Posted: Oct 29, 2026

Original job description

About this Position

We are looking for a temporary Suitability Review Analyst to join our PFSL Dept.

The hourly rate will be $25-$28.

Responsibilities and Qualifications

Responsibilities:

Review all mutual fund trades for suitability and completeness
Ensure trades meet the PFSL guidelines and are compliant with both mutual fund compliance and securities regulations
Responsible for forwarding all the deficient trades to appropriate staff for resolution
Responsible for forwarding trades to data entry staff on a timely basis
Compile Operations Statistics report
Other miscellaneous duties as assigned

Qualifications:

Post secondary education or equivalent knowledge gained through working experience
Minimum 2 years experience in the mutual fund industry is an asset
Must have IFIC and the Branch Manager exam
Excellent communication and organizational skills
Thoroughness and accuracy are vital
Highly organized, detail oriented and conscience in a time sensitive environment
Proficiency with Microsoft Office programs, mainly Excel
Bilingualism would be considered an asset

It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.

At Primerica, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

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More about this job

Responsibilities

The Suitability Review Analyst is responsible for reviewing mutual fund trades for completeness and compliance with regulatory guidelines. They also manage the forwarding of deficient trades and compile operational statistics reports.

Requirements

Candidates must have post-secondary education and a minimum of 2 years of experience in the mutual fund industry. Possession of the IFIC and Branch Manager exam certifications is required.

Skills

Mutual fund compliance
Securities regulations
Data entry
Operations statistics
Communication
Organizational skills
Detail oriented
Microsoft Office
Excel
IFIC
Branch Manager exam

Visa sponsorship

Not detected in the job text

Keywords

Suitability Review
Mutual Fund
Compliance
Securities Regulations
Operations Statistics
IFIC
Branch Manager Exam
Microsoft Office
Excel
Data Entry
Financial Services
Trade Review

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