OaSIS - Skills Match search results - 11102.00 – Financial advisors

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Alpha	Title	Code	OaSIS profile	Broad occupational category	Training, Education, Experience and Responsibilities	Lead statement	Similarity rating	Score	Last modified date
T	Trust officers	11109.04	11109.04 – Trust officers	Business, finance and administration occupations	Occupations usually require a university degree	Trust officers administer trusts, direct trust investments and disburse trust funds.	Similar	0.93	Last modified version OaSIS 2025 Version 1.0
F	Financial auditors	11100.01	11100.01 – Financial auditors	Business, finance and administration occupations	Occupations usually require a university degree	Financial auditors examine and analyze the accounting and financial records of individuals and establishments to ensure accuracy and compliance with established accounting standards and procedures.	Similar	0.92	Last modified version OaSIS 2025 Version 1.0
A	Accountants	11100.02	11100.02 – Accountants	Business, finance and administration occupations	Occupations usually require a university degree	Accountants plan, organize and administer accounting systems for individuals and establishments. Articling students in accounting firms are included in this occupation.	Similar	0.92	Last modified version OaSIS 2025 Version 1.0
S	Securities agents and investment dealers	11103.01	11103.01 – Securities agents and investment dealers	Business, finance and administration occupations	Occupations usually require a university degree	Securities agents and investment dealers buy and sell stocks, bonds, treasury bills, mutual funds and other securities for individual investors, pension fund managers, banks, trust companies, insurance firms and other establishments.	Similar	0.92	Last modified version OaSIS 2025 Version 1.0
B	Brokers	11103.02	11103.02 – Brokers	Business, finance and administration occupations	Occupations usually require a university degree	Brokers buy and sell stocks, bonds, commodity futures, foreign currencies and other securities at stock exchanges on behalf of investment dealers.	Similar	0.92	Last modified version OaSIS 2025 Version 1.0
F	Financial investigators	11109.02	11109.02 – Financial investigators	Business, finance and administration occupations	Occupations usually require a university degree	Financial investigators investigate the practices of securities and commodity futures traders and other financial service providers.	Similar	0.92	Last modified version OaSIS 2025 Version 1.0
F	Financial Underwriters	11109.03	11109.03 – Financial Underwriters	Business, finance and administration occupations	Occupations usually require a university degree	Underwriters provide services related to the issuing of new stocks, bonds and securities.	Similar	0.92	Last modified version OaSIS 2025 Version 1.0
M	Mortgage brokers	11109.05	11109.05 – Mortgage brokers	Business, finance and administration occupations	Occupations usually require a university degree	Mortgage brokers provide services related to procuring mortgages.	Similar	0.92	Last modified version OaSIS 2025 Version 1.0
B	Business valuators	12203.02	12203.02 – Business valuators	Business, finance and administration occupations	Occupations usually require a college diploma or apprenticeship training of two or more years; or supervisory occupations	Business valuators quantify the value of a business, its securities or its intangible assets.	Similar	0.91	Last modified version OaSIS 2025 Version 1.0
F	Financial examiners and inspectors	11109.01	11109.01 – Financial examiners and inspectors	Business, finance and administration occupations	Occupations usually require a university degree	Financial examiners and inspectors review financial establishments and services.	Similar	0.90	Last modified version OaSIS 2025 Version 1.0
S	Supervisors, finance and insurance office workers	12011.00	12011.00 – Supervisors, finance and insurance office workers	Business, finance and administration occupations	Occupations usually require a college diploma or apprenticeship training of two or more years; or supervisory occupations	Supervisors of finance and insurance office workers supervise and coordinate the activities of workers in the following unit groups: Payroll administrators (13102), Accounting and related clerks (14200), Banking, insurance and other financial clerks (14201) and Collection clerks (14202).	Similar	0.90	Last modified version OaSIS 2025 Version 1.0
E	Excise tax revenue officers	12104.01	12104.01 – Excise tax revenue officers	Business, finance and administration occupations	Occupations usually require a college diploma or apprenticeship training of two or more years; or supervisory occupations	Excise tax revenue officers administer and enforce laws and regulations related to tax revenue.	Similar	0.90	Last modified version OaSIS 2025 Version 1.0
I	Insurance underwriters	12202.00	12202.00 – Insurance underwriters	Business, finance and administration occupations	Occupations usually require a college diploma or apprenticeship training of two or more years; or supervisory occupations	Insurance underwriters review and evaluate insurance applications to determine insurance risks, insurance premiums and extent of insurance coverage according to company policies.	Similar	0.90	Last modified version OaSIS 2025 Version 1.0
H	Housing policy analysts	41403.03	41403.03 – Housing policy analysts	Occupations in education, law and social, community and government services	Occupations usually require a university degree	Housing policy analysts conduct research, develop policy, and implement and administer housing programs.	Similar	0.90	Last modified version OaSIS 2025 Version 1.0
S	Social survey researchers	41403.06	41403.06 – Social survey researchers	Occupations in education, law and social, community and government services	Occupations usually require a university degree	Social survey researchers conduct research, develop policy and implement or administer programs in areas such as employment, immigration, corrections, housing, labour and family services.	Similar	0.90	Last modified version OaSIS 2025 Version 1.0
I	Insurance agents and brokers	63100.00	63100.00 – Insurance agents and brokers	Sales and service occupations	Occupations usually require a college diploma or apprenticeship training of less than two years; or more than six months of on-the-job training	Insurance agents and brokers sell life, automobile, property, health and other types of insurance to individuals, businesses and public institutions. Supervisors of insurance agents are included in this unit group.	Similar	0.90	Last modified version OaSIS 2025 Version 1.0
F	Financial sales representatives	63102.00	63102.00 – Financial sales representatives	Sales and service occupations	Occupations usually require a college diploma or apprenticeship training of less than two years; or more than six months of on-the-job training	Financial sales representatives sell basic deposit, investment and loan products and services to individuals and businesses.	Similar	0.90	Last modified version OaSIS 2025 Version 1.0
F	Financial analysts	11101.01	11101.01 – Financial analysts	Business, finance and administration occupations	Occupations usually require a university degree	Financial analysts collect and analyze financial information such as economic forecasts, trading volumes and the movement of capital, financial backgrounds of companies, historical performances and future trends of stocks, bonds and other investment instruments to provide financial and investment or financing advice for their companies or their companies' clients. Their studies and evaluations cover areas such as takeover bids, private placements, merges and acquisitions.	Somewhat similar	0.89	Last modified version OaSIS 2025 Version 1.0
I	Investment analysts	11101.02	11101.02 – Investment analysts	Business, finance and administration occupations	Occupations usually require a university degree	Investment analysts collect and analyze financial information such as economic forecasts, trading volumes and the movement of capital, financial backgrounds of companies, historical performances and future trends of stocks, bonds and other investment instruments to provide investment advice for their companies or their companies' clients. Their studies and evaluations cover areas such as takeover bids, private placements, merges and acquisitions.	Somewhat similar	0.89	Last modified version OaSIS 2025 Version 1.0
I	Insurance adjusters	12201.01	12201.01 – Insurance adjusters	Business, finance and administration occupations	Occupations usually require a college diploma or apprenticeship training of two or more years; or supervisory occupations	Insurance adjusters investigate insurance claims and determine the amount of loss or damages covered by insurance policies.	Somewhat similar	0.89	Last modified version OaSIS 2025 Version 1.0
A	Assessors	12203.01	12203.01 – Assessors	Business, finance and administration occupations	Occupations usually require a college diploma or apprenticeship training of two or more years; or supervisory occupations	Assessors determine the value of land, businesses, estates and other real property, for purposes of sale, purchase, taxation and disposal of assets.	Somewhat similar	0.89	Last modified version OaSIS 2025 Version 1.0
C	Customs brokers	13200.01	13200.01 – Customs brokers	Business, finance and administration occupations	Occupations usually require a college diploma or apprenticeship training of less than two years; or more than six months of on-the-job training	Customs brokers clear goods through customs and to their destination on behalf of importer and exporter clients.	Somewhat similar	0.89	Last modified version OaSIS 2025 Version 1.0
S	Ship brokers	13200.02	13200.02 – Ship brokers	Business, finance and administration occupations	Occupations usually require a college diploma or apprenticeship training of less than two years; or more than six months of on-the-job training	Shipbrokers buy and sell cargo space on ships and buy and sell ships, yachts and other watercraft on behalf of clients.	Somewhat similar	0.89	Last modified version OaSIS 2025 Version 1.0
S	Social service planners	41403.07	41403.07 – Social service planners	Occupations in education, law and social, community and government services	Occupations usually require a university degree	Social services planners conduct research, develop social programs and assess, co-ordinate and develop awareness of existing social services.	Somewhat similar	0.89	Last modified version OaSIS 2025 Version 1.0
C	Customer service representatives supervisors - financial services	62023.01	62023.01 – Customer service representatives supervisors - financial services	Sales and service occupations	Occupations usually require a college diploma or apprenticeship training of two or more years; or supervisory occupations	Customer service representatives supervisors - financial services supervise and co-ordinate the activities of workers in the following group: Customer service representatives - financial institutions (64400).	Somewhat similar	0.89	Last modified version OaSIS 2025 Version 1.0