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Added 9 mins ago
FR
US Corporates - Senior Credit Analyst, Utilities & Midstream - Toronto
Fitch Ratings
Toronto, ON
- Full-time
Fitch’s North American Corporates Group is seeking a Senior Credit Analyst for coverage of the Utilities and Midstream sector, either in our New York, Chicago, or Toronto office.
Added 9 mins ago
SD
Master Data Analyst
Spartan Delta Corp.
Calgary, AB
- Full-time
Spartan is seeking an individual to fulfill the responsibilities of a Master Data Analyst to join the Finance & Accounting team. This role is primarily responsible for the maintenance and…
Added 9 mins ago
ML
FT Payroll Analyst
Manitoba Liquor & Lotteries Corporation
Winnipeg, MB
- Full-time
Reporting to the Manager, Payroll, the Payroll Analyst is responsible for the analysis, auditing, reconciliation and continuous improvement of payroll related processes, data and outputs to…
Added 9 mins ago
MA
Supply Chain Category Management Advisor
Manpower Alberta
Calgary, AB
- $55.75 to $82.95 CAD / hour
- Contract
Reporting to the Manager/Senior Manager, SCM Operations Category Management, the Contract SCM Analyst is responsible for managing assigned category portfolios and related work throughout…
Added 9 mins ago
C
FP&A Role
Codex
Vancouver, BC
- $120,000 to $135,000 CAD / year
- Full-time
We are seeking an FP&A Analyst to support financial planning, reporting, and operational decision-making. Reporting to the Finance Manager, this role will be responsible for financial…
Added 9 mins ago
YB
Senior Financial Analyst
YWCA BC
Vancouver, BC
- Full-time
We are seeking a Senior Financial Analyst to join our Finance team. This role is an exciting opportunity for a finance professional who wants to use their expertise to support meaningful…
Added 9 mins ago
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Finance - Senior Financial Analyst/Financial Analyst, Business Finance
Aritzia
Vancouver, BC
- Full-time
…to make informed business decisions. As the Senior Financial Analyst / Financial Analyst, Business Finance, you will support with providing strategic and innovative solutions to support…
Added 9 mins ago
PC
Service Management Analyst
Payments Canada
ON · Ontario, Canada
- $73,500 to $122,500 CAD / year
- Full-time
Reporting to the Manager, the Service Management Analyst position will play a key role in the ITSM practices team, responsible for practicing key ITIL functions to exceed our governing…
Added 24 mins ago
CG
Business Analyst, Workforce Strategy
Compass Group Canada
Mississauga, ON
- Full-time
Now, If You Were To Come On Board As Our Business Analyst, Workforce Strategy We’d Ask You To Do The Following For Us
Added 39 mins ago
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Financing Specialist
RBC
Langley (District), BC · Vancouver, BC
- Full-time
Chartered Professional Accounting designation (CPA) or Chartered Financial Analyst (CFA)
Added 39 mins ago
TC
Credit Analyst - Surety
Travelers Canada
Dartmouth, NS
- Full-time
The Credit Analyst, Contract Surety position provides an opportunity to build a unique and successful career within a highly specialized niche of the insurance industry. Analyze financial…
Added 39 mins ago
B
Banking Operations Analyst-Trade Settlements/DTC/CDS
BeachHead
Toronto, ON
- $17.6 to $27.7 CAD / hour
- Contract
Working with one of our top financial clients, this role calls for a Banking Operations Analyst-Trade Settlements/DTC/CDS to provide day-to-day support across segregation, trade inputs and…
Added 39 mins ago
AI
Salesforce Business Analyst (Financial Services Cloud)
Avanciers Inc.
Montreal, QC
- $85 to $90 CAD / hour
- Full-time
Avanciers Incorporated is hiring a Salesforce Business Analyst (Financial Services Cloud) for one of our clients.
Added 39 mins ago
FC
Financial Analyst Sr
Fidelity Canada
Mississauga, ON · Toronto, ON
- Full-time
As the Financial Analyst Sr within the Emerging Distribution team, you will be reporting to the VP, Finance, and be a key contributor to complete the financial business cases for new…
Added 39 mins ago
TC
Financial Analyst – Trade Spend and Post Audit Claims
The Clorox Company
Brampton, ON · The Clorox Company of Canada-Head Office
- Full-time
The Financial Analyst – Trade Spend and Post Audit Claims manages over $2 million in annual customer post-audit claims, ensuring accurate validation, reconciliation, dispute resolution, and…
Added 1 hour ago
IE
Analyst, Business
IMAX Enhanced | Streaming & Consumer Technology
Mississauga, ON
- Full-time
IMAX is seeking a Business Analyst to bridge business functions, technology teams, data teams, project management, and senior leadership in defining and delivering technology-enabled…
Added 1 hour ago
FC
Investment Advisor
FirstOntario Credit Union
Hamilton, ON
- Full-time
…(CFP), Chartered Investment Manager (CIM) or Chartered Financial Analyst (CFA) or be willing to pursue one within the first two years of starting in the…
Added 1 hour ago
MF
Summer Intern 2027 - Asset Management Operations Technology)
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
As an Analyst Intern, you will work with the members of our team and will have an opportunity to contribute to the delivery of technology solutions for our business partners.
Added 2 hours ago
Accounting Support Analyst
PBS Systems
Calgary, AB
PBS Systems is looking for an enthusiastic and organized individual to join our Client Services team. As an Accounting Support Analyst, you will provide excellent training to our new and…
Added 2 hours ago
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Suitability Review Analyst
Primerica
Mississauga, ON · Primerica Financial Services Ltd (CAN)
- Full-time
We are looking for a temporary Suitability Review Analyst to join our PFSL Dept.
Added 2 hours ago
CF
Financial & Tax Reporting Analyst
CI Financial
Toronto, ON
- Full-time
The Mutual Fund & ETF Tax Analyst is responsible for supporting the tax operations, analysis and reporting requirements of mutual funds and exchange-traded funds (ETFs).
Added 2 hours ago
B
Senior Insolvency Analyst (Tax), Personal Debt Solutions
BDO
Langley (District), BC · Vancouver, BC · Hamilton, ON · Niagara Falls, ON · Peterborough, ON · Langley
- Full-time
Our offices are looking for a Senior Insolvency Analyst to support the Tax Center of Excellence. The role is responsible for coordinating, preparing and processing insolvency-related tax…
Added 2 hours ago
B
Senior Insolvency Analyst (Tax), Personal Debt Solutions
BDO
Calgary, AB · AB
- Full-time
Our offices are looking for a Senior Insolvency Analyst to support the Tax Center of Excellence. The role is responsible for coordinating, preparing and processing insolvency-related tax…
Added 2 hours ago
Senior Financial Analyst
BWXT
Toronto, ON
As our Senior Financial Analyst you will be responsible for delivering accurate, insightful financial data to support decision-making across Commercial Operations. This role will lead a…
Added 3 hours ago
LC
Sr. Analyst, Strategy & Business Development
Loblaw Companies Limited
Brampton, ON
- Full-time
We are looking for a Senior Analyst with a strong background in strategy and exceptional analytical, problem-solving as well as strong communication skills. The ideal candidate further has…

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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