Overview
Sunrise Financial Inc. is looking for a detail-oriented and motivated Trainee Finance Executive to join our growing team. This is a foundational yet highly important position within our mortgage and financial services operations.
The selected candidate will be responsible for reviewing and verifying clients’ financial documents to ensure accuracy, compliance, and completeness before submission.
This role is ideal for someone who wants to build a long-term career in the Canadian mortgage and finance industry.
Key Responsibilities
- Review and verify client financial documents (pay stubs, T4s, NOAs, bank statements, etc.)
- Check income calculations and ensure document consistency
- Identify missing or incorrect documentation
- Perform basic financial analysis and calculations
- Maintain organized and accurate client files
- Work closely with senior team members to ensure smooth processing
Preferred (Not Mandatory)
- Background in finance, accounting, business, or mortgage industry
- Experience working with financial documents
- Recent graduates are welcome to apply
Requirements
- Basic knowledge of Canadian tax documents (T4, Notice of Assessment, pay statements, etc.)
- Strong mathematical and analytical skills
- High attention to detail and accuracy
- Good understanding of Microsoft Excel
- Ability to work in a fast-paced office environment
- Strong communication and organizational skills
Preferred (Not Mandatory)
- Background in finance, accounting, business, or mortgage industry
- Experience working with financial documents
- Recent graduates are welcome to apply
What We Offer
- Professional work environment
- Training and career growth opportunities
- Competitive compensation (based on experience)
- Opportunity to grow within the mortgage and finance sector
This role requires a dedicated professional committed to excellence and continuous improvement. The successful candidate will play a pivotal role in shaping the future direction of our organization.
Pay: $34,400.00-$42,000.00 per year
Work Location: In person
