TCFCA 学习空间
TCFCA 学习空间
Financial advisors
财务顾问为个人提供投资、现金管理和遗产规划等财务决策方面的咨询。他们根据客户的目标制定个人财务计划，并指导他们实施可能随着情况发展而调整的拟议策略。他们受雇于银行、信托公司和投资公司，也可能是个体经营者。
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.
中文内容为本站机器翻译，未经加拿大政府审核；申请与职业匹配请以英文原文为准。
为客户制定个人财务计划，涵盖现金管理、财务、保险、投资、退休和遗产规划、税务和法律事务
Develop personal financial plans for clients covering cash management, finances, insurance coverage, investments, retirement and estate planning, taxes and legal matters
分析客户的财务记录、设定目标并制定财务策略
Analyze clients' financial records, set goals and develop a financial strategy
为客户实施财务计划提供建议，帮助他们实现目标
Advise clients on implementing the financial plan to help them achieve their goals
还可以根据持有的许可证安排金融产品和投资的购买和销售，并监控投资组合以确保其质量和盈利能力
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
可能有助于扩大业务并吸引新客户。
May help to expand business and attract new clients.
通常需要工商管理、商业、经济学或相关领域的学士学位。
A bachelor's degree in business administration, commerce, economics or a related field is usually required.
可能需要加拿大财务规划师标准委员会授予的注册财务规划师称号。
The designation Certified Financial Planner, awarded by the Financial Planners Standards Council of Canada, may be required.
要销售受监管的金融产品和投资，例如年金、RRSP 和人寿保险，需要获得相应管理机构的许可。
To sell regulated financial products and investments, such as annuities, RRSPs and life insurance, a licence is required from the appropriate governing body.
魁北克省需要获得财务规划师认证。
Certification as a Financial Planner is required in Quebec.
金融机构和组织（例如加拿大证券协会、加拿大银行家协会、CFA 协会、投资基金协会、加拿大财务规划协会和加拿大信托公司协会）提供各种培训计划和课程，并且雇主可能会要求这些培训计划和课程。
Various training programs and courses are offered by financial institutes and organizations, such as the Canadian Securities Institute, Institute of Canadian Bankers, CFA Institute, Investment Funds Institute, Canadian Institute of Financial Planning, and Trust Companies Institute of Canada, and may be required by employers.
虽然此类职位需要高水平的培训和资格，但担任这些职位的人员必须不断更新技能并追求专业发展。
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.
随着经验的积累，可以晋升到财务管理职位。
Progression to financial management positions is possible with experience.
金融和投资分析师（参见11101金融和投资分析师）
Financial and investment analysts (See 11101 Financial and investment analysts)
金融和商业服务经理（参见 1002 金融和商业服务经理）
Managers in financial and business services (See 1002 Managers in financial and business services)
其他财务官员（见11109其他财务官员）
Other financial officers (See 11109 Other financial officers)
证券代理人、投资交易商和经纪人（参见 11103 证券代理人、投资交易商和经纪人）
Securities agents, investment dealers and brokers (See 11103 Securities agents, investment dealers and brokers)
Source: Statistics Canada, National Occupational Classification (NOC) 2021 Version 1.0, September 28, 2021. Reproduced and distributed on an "as is" basis with the permission of Statistics Canada.
Statistics Canada CSV 不标注 individual essential duties。 本站不会把某一行自动编造成 essential duty，具体分类仍需用户或专业人士核对。