National Occupation Code (NOC): 11102

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.

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Job Duties for Financial advisors

• 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.

Alternate Job 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
• Financial Planner - Personal Finances
• Investment Advisor - Personal Finances
• Personal Financial Consultant
• Financial Advisor - Personal Wealth
• Personal Investment Consultant
• Retirement Planning Specialist
• Personal Finance Counselor
• Investment Consultant - Personal Finance
• Personal Financial Analyst
• Personal Wealth Manager
• Retirement Planning Advisor
• Financial Counselor - Personal Finances
• Personal Financial Advisor
• Wealth Planner - Personal Finances
• Personal Finance Specialist
• Financial Educator - Personal Finances
• Investment Strategist - Personal Finance
• Ca Financial Advisor
• Personal Finance Advisor