Occupations (NOC)

Financial advisors — NOC 11102

News, draws, job postings and data for Financial advisors (NOC 2021 11102, TEER 1).

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What people in this occupation do

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.

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