Beruflich Dokumente
Kultur Dokumente
0111, 1221, 1114, 0601, 6221, 0112, 4163, 1121, 0125, 0714, 0113, 6235, 1215, 1223, 0013, 0114, 0711, 1222, 4165, 1242,
1225, 2263, 3219, 4033, 0014, 3223, 2251, 4166, 6222, 4161, 3212, 0212, 0121, 9226, 0421, 0016, 1313, 0821, 3237, 1243,
0632, 8222, 2233, 2253, 2242, 2262, 2222, 4164, 7246, 1224, 9213, 2264, 0423, 4167
0111, 1221, 1114, 0601, 6221, 0112, 4163, 1121, 0125, 0714, 0113, 6235, 1215, 1223, 0013,
0114, 0711, 1222, 4165, 1242, 1225, 2263, 3219, 4033, 0014, 3223, 2251, 4166, 6222, 4161,
3212, 0212, 0121, 9226, 0421, 0016, 1313, 0821, 3237, 1243, 0632, 8222, 2233, 2253, 2242,
2262, 2222, 4164, 7246, 1224, 9213, 2264, 0423, 4167
OCT 21
Main duties
This group performs some or all of the following duties:
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
May help to expand business and attract new clients.
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
Financial underwriters
Trust officers
Mortgage brokers
Meet with clients to obtain information about income, liabilities and assets, and type,
price and condition of property to be mortgaged
Negotiate mortgage loans with lenders or lending institutions on behalf of clients.
Employment requirements
Finance Officer
Responsibilities and
Duties