TCFCA 学习空间
TCFCA 学习空间
Other financial officers
其他财务官员包括金融领域的专业职业，如财务审查员和检查员、财务调查员、金融承销商、抵押贷款经纪人和信托官员。他们受雇于银行、信托公司、投资公司和政府，也可能是个体经营者。
Other financial officers include professional occupations in finance such as financial examiners and inspectors, financial investigators, financial underwriters, mortgage brokers and trust officers. They are employed by banks, trust companies, investment firms and governments, 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。
财务审查员和检查员
Financial examiners and inspectors
审查和检查银行、信托公司、信用合作社、大众储蓄银行、信贷公司、房地产公司、保险公司、养老基金、证券经纪人和其他金融服务和机构，以确保遵守管辖法律和法规。
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.
金融调查员
Financial investigators
调查从事证券和商品期货交易或提供相关金融服务的个人或公司可能存在的不道德行为或违反证券或商品期货法的行为。
Investigate possible unethical conduct or breaches of securities or commodity futures laws by persons or companies that trade in securities and commodity futures or that provide related financial services.
金融承销商
Financial underwriters
分析客户请求以评估股票、债券、抵押贷款或其他融资解决方案的风险和细节
Analyze client requests to assess risk and details of stocks, bonds, mortgages or other financing solutions
与公司、政府或个人谈判确定金融产品的类型和条款并准备招股说明书或合同
Negotiate with corporations, governments or individuals to determine the type and terms of financial products and prepare offering prospectuses or contracts
可以承销新发行的股票和债券。
May underwrite new issues of stocks and bonds.
信托官员
Trust officers
管理遗产、个人、慈善、公司和其他类型的信托
Administer estate, personal, charitable, corporate and other types of trusts
直接信托账户投资，接收和记录投资收入并支付信托资金。
Direct trust account investments, receive and record investment income and disburse trust funds.
抵押贷款经纪人
Mortgage brokers
与客户会面，获取有关收入、负债和资产以及待抵押财产的类型、价格和状况的信息
Meet with clients to obtain information about income, liabilities and assets, and type, price and condition of property to be mortgaged
代表客户与贷款人或贷款机构协商抵押贷款。
Negotiate mortgage loans with lenders or lending institutions on behalf of 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.
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、投资基金协会和加拿大信托公司协会）提供各种培训计划和课程，雇主也可能会要求这些计划和课程。
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, and Trust Companies Institute of Canada, and may be required by employers.
可能需要公认的财务资格（CFA、CIM 或其他）。
A recognized financial designation may be required (CFA, CIM or others).
财务审查员和检查员可能需要公认的会计职称。
Financial examiners and inspectors may require a recognized accounting designation.
抵押贷款经纪人需要以下地区的抵押贷款经纪人执照：不列颠哥伦比亚省、阿尔伯塔省、萨斯喀彻温省、曼尼托巴省、安大略省、 魁北克省、新不伦瑞克省、纽芬兰与拉布拉多省和新斯科舍省。
Mortgage brokers require a mortgage broker licence in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, Quebec, New Brunswick, Newfoundland and Labrador and Nova Scotia.
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.
广告、营销和公共关系经理（参见 10022 广告、营销和公共关系经理）
Advertising, marketing and public relations managers (See 10022 Advertising, marketing and public relations managers)
银行、信贷和其他投资经理（参见 10021 银行、信贷和其他投资经理）
Banking, credit and other investment managers (See 10021 Banking, credit and other investment managers)
经济发展官员（见41402业务发展官员和市场研究人员和分析师）
Economic development officer (See 41402 Business development officers and market researchers and analysts)
经济学家（参见 41401 经济学家和经济政策研究人员和分析师）
Economist (See 41401 Economists and economic policy researchers and analysts)
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)
保险、房地产和金融经纪经理（参见 10020 保险、房地产和金融经纪经理）
Insurance, real estate and financial brokerage managers (See 10020 Insurance, real estate and financial brokerage managers)
其他商业服务经理（参见 10029 其他商业服务经理）
Other business services managers (See 10029 Other business services managers)
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。