OaSIS - Skills Match search results - 11103.02 – Brokers
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| OaSIS profile | Broad occupational category | Training, Education, Experience and Responsibilities | Lead statement | Similarity rating | Last modified date |
|---|---|---|---|---|---|
| 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. |
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Last modified version OaSIS 2023 Version 1.0 |
| 11102.00 – Financial advisors | Business, finance and administration occupations | Occupations usually require a university degree |
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. |
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Last modified version OaSIS 2023 Version 1.0 |
| 11109.05 – Mortgage brokers | Business, finance and administration occupations | Occupations usually require a university degree |
Mortgage brokers provide services related to procuring mortgages. |
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Last modified version OaSIS 2023 Version 1.0 |
| 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. |
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Last modified version OaSIS 2023 Version 1.0 |
| 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. |
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Last modified version OaSIS 2023 Version 1.0 |
| 11200.00 – Human resources professionals | Business, finance and administration occupations | Occupations usually require a university degree |
Human resources professionals develop, implement and evaluate human resources and labour relations policies, programs and procedures and advise employers and employees on human resources matters. |
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Last modified version OaSIS 2023 Version 1.0 |
| 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. |
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Last modified version OaSIS 2023 Version 1.0 |
| 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. |
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Last modified version OaSIS 2023 Version 1.0 |
| 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. |
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Last modified version OaSIS 2023 Version 1.0 |
| 11202.00 – Professional occupations in marketing, advertising and public relations | Business, finance and administration occupations | Occupations usually require a university degree |
Professional occupations in advertising, marketing and public relations analyse, develop and implement communication and promotion strategies and information programs, analyse advertising needs and develop appropriate advertising and marketing plans, publicize activities and events, and maintain media relations on behalf of businesses, governments and other organizations, and for performers, athletes, writers and other talented individuals. |
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Last modified version OaSIS 2023 Version 1.0 |
| 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 (13.102), Accounting and related clerks (14.200), Banking, insurance and other financial clerks (14.201) and Collection clerks (14.202). |
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Last modified version OaSIS 2023 Version 1.0 |
| 12102.00 – Procurement and purchasing agents and officers | Business, finance and administration occupations | Occupations usually require a college diploma or apprenticeship training of two or more years; or supervisory occupations |
Procurement and purchasing agents and officers source and purchase general and specialized equipment, materials, business services and land or access rights for use or for further processing by their establishment. |
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Last modified version OaSIS 2023 Version 1.0 |
| 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. |
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Last modified version OaSIS 2023 Version 1.0 |
| 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. |
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Last modified version OaSIS 2023 Version 1.0 |
| 13200.01 – Custom 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. |
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Last modified version OaSIS 2023 Version 1.0 |
| 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. |
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Last modified version OaSIS 2023 Version 1.0 |
| 13201.01 – Production logistics coordinators | 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 |
Production logistics coordinators coordinate and expedite the flow of work within an establishment, prepare work and production schedules and monitor the progress of production and construction projects. |
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Last modified version OaSIS 2023 Version 1.0 |
| 13201.02 – Transportation logistics coordinators | 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 |
Transportation logistics coordinators coordinate and monitor the movement of products and ensure that products are shipped and received on schedule. |
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Last modified version OaSIS 2023 Version 1.0 |
| 41402.00 – Business development officers and market researchers and analysts | Occupations in education, law and social, community and government services | Occupations usually require a university degree |
Business development officers and market researchers and analysts conduct research, provide statistical and analytical supports, identify market trends and potential opportunities, formulate policies and manage programs to stimulate industrial and commercial business investment or tourism in urban and rural areas, or to promote commercial or industrial products and services. |
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Last modified version OaSIS 2023 Version 1.0 |
| 41403.01 – Social policy researchers | Occupations in education, law and social, community and government services | Occupations usually require a university degree |
Social policy researchers conduct research, develop policy and implement and administer programs in areas such as employment, immigration, law enforcement, corrections, human rights, housing, labour and family services. |
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Last modified version OaSIS 2023 Version 1.0 |
| 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. |
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Last modified version OaSIS 2023 Version 1.0 |
| 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. |
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Last modified version OaSIS 2023 Version 1.0 |
| 62101.00 – Retail and wholesale buyers | Sales and service occupations | Occupations usually require a college diploma or apprenticeship training of two or more years; or supervisory occupations |
Retail and wholesale buyers buy merchandise for resale by retail or wholesale establishments and are usually responsible for the merchandising operations of retail or wholesale establishments. Retail and wholesale buyers who are supervisors and those who are assistants are included in this unit group. |
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Last modified version OaSIS 2023 Version 1.0 |
| 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. |
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Last modified version OaSIS 2023 Version 1.0 |