【NOC-1114】1114-其他财务官

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加拿大NOC职业

【NOC-1114】1114-其...

作者/来源：新新源移民/newnewland 发表时间：2015-07-03 12:37:24

1114-其他财务官

1114 Other financial officers

综述---新新源移民：

该组职业包含财务计划师、财务审查官、财务调查官、财务核保人、抵押经纪人、信托官。他们一般受雇于银行、信托公司、投资公司和政府，或者自雇。

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

ExampleTitles示例职位-新新源移民

accountmanager—客户经理/销售经理

administrator,estate—财产管理人

bankinspector----银行检查员

bondsunderwriter—债券包销员

counsellor,securities—证券顾问

creditadjudicator—信贷评判员

creditagency inspector—信贷机构检察官

creditunions examiner—信贷社检查官

estateadministrator—财产管理员

estateand trust administrator—财产和信托管理员

estateexecutor—财产执行员

estimatesand programs controller—概算和项目控制员

examiner,credit unions—信贷社检查官

examiner,financial institutions—财务机构检查官

executor,estate—财产执行人

financeand credit administrator – international banking—财务和信贷管理官（国际银行业务）

financialinstitutions examiner—金融机构检查官

financialinstitutions inspector—金融机构检查官

financialinvestigator—财务调查官

financialmanagement officer—财务管理官

financialmanagement officer – pension plan analysis--财务管理官（养老金计划分析）

financialmanagement officer – program budgeting--财务管理官（项目预算）

financialplanner—财务计划员

financialplanner – personal finances—财务规划师（个人理财）

financialservices consultant—财务服务顾问

financialunderwriter—财务承销人

foreigninterbanking arrangements officer—外国银行管理官

inspector,banks—检查官（银行）

inspector,credit agency—检查官（信贷机构）

inspector,financial institutions—检查官（金融机构）

interbankingarrangements officer—银行协调官

investmentadvisor – personal finances—投资顾问（个人理财）

investmentcounsellor – personal finances--投资顾问（个人理财）

lendingsolutions manager—借贷经理

mortgagebroker—抵押经纪人

mortgageunderwriter—抵押承销人

personalfinancial planner—个人理财规划师

personaltrust officer—个人信托官

securitiesanalyst – personal finances—证券分析师（个人理财）

securitiescounselor—证券顾问

securitiesunderwriter—证券承销人

trustofficer—信托官

underwriter,securities—证券承销人

岗位职责--Main duties—新新源移民

主要岗位职责如下：

--财务规划师，为客户做好理财规划，包括现金管理、财务、保险、投资、退休金和财务等规划、税务和法律事务；分析客户财务记录，设定财务目标，提供理财策略；提供财务建议，帮助客户实现财务目标；可能会根据所持证照，帮助客户安排买卖理财和投资产品，监控投资组合，确保其质量和收益率；帮助公司扩大业务和吸引新客户；

--财务检察官，复核和检查银行、信托公司、信用社、储蓄所、信用担保公司、地产公司、保险公司、养老基金公司、证券经纪公司和其他财务服务机构，确保其经营活动符合政府相关规定；

--财务调查官，调查相关公司在证券或商品期货市场提供财务相关服务时可能出现的不道德行为或违反证券法或商品期货法的行为；

--财务承销商，承销新发型的股票和债券，和政府、公司协商，决定新发型证券的种类和条款，准备招股说明书；

--信托官，管理财务信托、对私信托、慈善信托、公司和其他种信托产品，直接进行信托账户投资，获取和记录投资收益，分配信托基金；

--抵押经纪人，和客户接触获取客户收入、负债和资产信息，抵押资产的种类、价格和状态情况，代表客户和贷款人或贷款机构协商抵押贷款事宜。

The following is a summary of main duties for some occupations in this unitgroup:

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 purchase and 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.

雇佣要求--Employment requirements—新新源移民

A bachelor's degree in business administration, commerce, economics or a related field is usually required.

Various training programs and courses are offered by financial institutes and organizations, such as the Canadian Securities Institute, Institute of Canadian Bankers, Institute of Chartered Financial Analysts, Investment Funds Institute, Canadian Institute of Financial Planning, and Trust Companies Institute of Canada, and may be required by employers.

The designation Personal Financial Planner, awarded by the Financial Planners Standards Council of Canada, may be required.

Financial planners who sell regulated financial products and investments, such as annuities, RRSPs and life insurance, are required to be licensed by the appropriate governing body.

Financial examiners and inspectors may require a recognized accounting designation.

Mortgage brokers require a real estate licence in Quebec and a mortgage broker licence in Newfoundland and Labrador, Nova Scotia, Ontario, Manitoba, Saskatchewan, Alberta and British Columbia.

Additional information

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.

其他分类--Classified elsewhere—新新源移民

Economic development officers (in 4163 Business development officers and marketing researchers and consultants ) –经济开发主任（商业开发主任/市场研究员和顾问）
Economists (in 4162 Economists and economic policy researchers and analysts ) --经济学家（经济学家和经济政策研究分析）
Financial and investment analysts (1112) --财务和投资分析师
Managers in financial and business services (012) --金融和商业服务经理
Securities agents, investment dealers and brokers (1113) --证券代理人、投资交易员和经纪人