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

Physical demands

Physical demands are the physical activities that the job requires the worker to do. Physical demands are selected according to the likeliness that workers will have to perform them for at least half of the time they spend at work.

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)

Work environment

The work environment refers to the physical setting in which people work. The characteristics and conditions of the work environment are selected according to the likeliness that workers will be exposed to them at least once a week.

Physical proximity from others

Physical proximity from others refers to the physical distance between individuals in the workplace. The likeliness that the job requires to perform tasks while being physically close to other people is rated on a scale with 3 levels: "Somewhat close", "Close" and "Very close".

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

Similar occupations

This section lists other occupations that are part of the same broad occupational category as Financial advisors in the National Occupational Classification (NOC). These occupations involve similar core qualifications but involve different responsibilities. To see more similar occupations, use the Job Transition Tool.

Sources Occupational and Skills Information System & National Occupational Classification

Labour Market Information Survey
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