Job description Investment Advisor - Personal Finances in the Montréal Region
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Find out what work is like for an investment advisor - personal finances in Canada. This work description is applicable to all Other financial officers (NOC 11102).

Financial advisors

Description

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.

Work week duration

Financial advisors usually work between 35 to 40 hours per week.
Between 35 to 40 hours

Job duties

Here are some of the main activities and tasks that Financial advisors have to perform, and some of the physical demands they involve:

  • 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.

Physical demands Help - Physical Demands

  • Sitting

Workplaces and employers

Here are the typical workplaces where Financial advisors are employed and some of their main characteristics:

  • Self-employed
  • Governments
  • Trust companies
  • Banks
  • Investment firms

Work environment Help - Physical Work Environment

  • Indoors, environmentally controlled

Physical proximity from others Help - Physical proximity from others

  • Somewhat close (e.g. share office)

Related job titles

Here are some other related job titles that are found in the same occupational category (NOC 11102), and a list of similar occupations:

  • account manager
  • financial advisor
  • financial consultant
  • financial planner
  • financial security advisor
  • personal finance advisor
  • personal investment advisor

Similar occupations Help - Similar occupations

Sources Occupational and Skills Information System & National Occupational Classification

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