NOC 11102 – Financial advisors

Index

Intro

Financial advisors counsel individuals on financial decisions such as investments, cash management, and estate planning. They establish personal financial plans according to clients’ objectives and guide them through the implementation of the proposed strategies that may be adjusted as the situation evolve. They are employed by banks, trust companies and investment firms, or they may be self-employed.

  • Progression to financial management positions is possible with experience.
  • While these kinds of positions require a high degree of training and qualifications, persons who occupy them must continually update their skills and pursue professional development.

Main Duties

This group performs some or all of the following duties:

  • Develop personal financial plans for clients covering cash management, finances, insurance coverage, investments, retirement and estate planning, taxes and legal matters
  • Analyze clients’ financial records, set goals and develop a financial strategy
  • Advise clients on implementing the financial plan to help them achieve their goals
  • May also arrange for the purchase and sale of financial products and investments depending on the licence held, and monitor the portfolio to ensure its quality and profitability
  • May help to expand business and attract new clients.

Employment Requirements

  • A bachelor’s degree in business administration, commerce, economics or a related field is usually required.
  • The designation Certified Financial Planner, awarded by the Financial Planners Standards Council of Canada, may be required.
  • To sell regulated financial products and investments, such as annuities, RRSPs and life insurance, a licence is required from the appropriate governing body.
  • Certification as a Financial Planner is required in Quebec.
  • Various training programs and courses are offered by financial institutes and organizations, such as the Canadian Securities Institute, Institute of Canadian Bankers, CFA Institute, Investment Funds Institute, Canadian Institute of Financial Planning, and Trust Companies Institute of Canada, and may be required by employers.

All Titles

  • Account manager
  • Associate financial advisor
  • Associate investment advisor
  • Banking advisor
  • Certified financial planner
  • Financial advisor
  • Financial consultant
  • Financial planner
  • Financial security advisor
  • Financial services advisor
  • Financial services consultant
  • Investment specialist
  • Personal finance advisor
  • Personal financial planner
  • Personal investment advisor
  • Personal investment counsellor
  • Securities analyst – personal finances
  • Securities counsellor
  • Wealth advisor

Exclusions

  • Financial and investment analysts (11101)
  • Other financial officers (11109)
  • Securities agents, investment dealers and brokers (11103)
  • Managers in financial and business services (1002)

这篇文章对你有帮助吗?
点击环球通小星星打个分~
 

Popular

Processing Time

Program Categories Online
Canadian visa application processing time
Temporary Resident Visa
38 Days
Visitor Record
89 Days
Super Visa 73 Days
Study Permit Made Outside Canada
15 Weeks
Study Permit Made Intside Canada
12 Weeks
Study Permit Extension 44 Days
Post Graduation Work Permit Made Outside Canada 16 Weeks
Post Graduation Work Permit Made Inside Canada 90 Days
Briding Open Work Permit
90 Days
Canadian immigration application processing time
Express Entry
5 Months
Provincial Nominee Program
11 Months
Self-employed Immigration
51 Months
Federal Skilled Worker Program
5 Months
Start-up Visa
37 Months
Spouse/CommonLaw Sponsorship
11 Months
(Grand) Parents Sponsorship
20 Months
Canadian Citizenship/PR Card processing time
Citizenship
8 Months
PR Card
77 Days
PR Card Renewal
65 Days

Recent Posts

Categories

About Us

We are a licensed immigration company that can legally represent clients in applying for study, work, visitor visa and immigration in Canada. We are composed of a number of licensed immigration consultants approved by the Canadian immigration regulatory authorities. Our business categories include Canadian skilled immigration, express entry immigration, sponsorship immigration, and self-employed immigration. Our characteristics: sincere and attentive, professional and efficient, low prices, high success rate, transparent information.

error: