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Other Financial Officers  (NOC 1114)
Chaudière-Appalaches Region
Description |  Titles |  Duties |   Related Occupations

This unit group includes professional occupations in finance not elsewhere classified such as financial planners, financial examiners and inspectors, financial investigators, financial underwriters, mortgage brokers and trust officers. They are employed by banks, trust companies, investment firms and governments, or they may be self-employed.

credit unions examiner, estate and trust administrator, financial investigator, financial planner, financial underwriter, inspector, financial institutions, mortgage broker, trust officer.

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The following is a summary of main duties for some occupations in this unit group:
  • Financial planners 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 sale of financial products and investments depending on the licence held, and monitor the portfolio to ensure its quality and profitability; and help to expand business and attract new clients.
  • Financial examiners and inspectors review and examine banks, trust companies, credit unions, caisses populaires, credit companies, real estate companies, insurance companies, pension funds, securities brokers and other financial services and institutions to ensure compliance with governing legislation and regulations.
  • Financial investigators investigate possible unethical conduct or breaches of securities or commodity futures laws by persons or companies that trade in securities and commodity futures or that provide related financial services.
  • Financial underwriters underwrite new issues of stocks and bonds, negotiate with corporations and governments to determine the type and terms of new securities issued and prepare offering prospectuses.
  • Trust officers administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds.
  • Mortgage brokers meet with clients to obtain information about income, liabilities and assets, and type, price and condition of property to be mortgaged, and negotiate mortgage loans with lenders or lending institutions on behalf of clients.
Included Cities in Region | Service Canada Offices

Montmagny, Sainte-Marie, Saint-Georges, Thetford Mines, Beauceville, Black Lake, Charny, Disraeli, Lac-Etchemin, Lévis, Saint-Jean-Chrysostome, Saint-Joseph-de-Beauce, Saint-Nicolas, Saint-Rédempteur, Saint-Romuald

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View a list of Service Canada offices in this area.

Education & Job Requirements for Other Financial Officers in Chaudière-Appalaches Region

Education and job requirements can vary by region. Workers in regulated occupations require a licence to work legally. Workers in non-regulated occupations do not require a licence, but employers may have other certification requirements.

Provincial/Territorial Regulation

Table of job opportunities for your chosen occupation at the provincial or territorial level.
Location Regulation
Québec
Regulated

Most regulatory bodies and apprenticeship authorities have their own Web sites that provide licensing information, eligibility requirements, foreign credential recognition and registration fees. Contact information for the relevant regulatory body can be found below.

Regulatory Body

Contact information for the regulatory body for your chosen occupation.
The occupation (Other Financial Officers) requires certification in the province or territory: Québec
Address: Institut québécois de planification financière
4, place du Commerce, bureau 420
Île-des-Sœurs, Verdun (Québec)
H3E 1J4
Phone: 514 767-4040 or 1 800 640-4050
Fax: 514 767-2845
Web Site: www.iqpf.org/index.fr.html

[ Source: Labour Market Information - HRSDC ]

Ministries and Departments of Education

Education is the responsibility of the ten provinces and three territories. Each has its own ministry (sometimes called "department") that oversees the organization, delivery and assessment of education.

Distance Learning

Distance learning lets you study via the Internet or other methods such as cable TV or correspondence. It also opens virtual doors for students who cannot study away from home.

Visit CanLearn for a list of Canadian colleges, universities and other institutions providing thousands of courses at a distance.

[ Source: CanLearn - HRSDC ]
Please consult the Chaudière-Appalaches Region and Canada tabs for more useful information related to education and job requirements.