OaSIS - Skills Match search results - 11109.02 – Financial investigators
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| OaSIS profile | Broad occupational category | Training, Education, Experience and Responsibilities | Lead statement | Similarity rating | Last modified date |
|---|---|---|---|---|---|
| 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. |
Very similar |
Last modified version OaSIS 2025 Version 1.0 |
| 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 |
Last modified version OaSIS 2025 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. |
Similar |
Last modified version OaSIS 2025 Version 1.0 |
| 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. |
Similar |
Last modified version OaSIS 2025 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. |
Similar |
Last modified version OaSIS 2025 Version 1.0 |
| 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 |
Last modified version OaSIS 2025 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. |
Similar |
Last modified version OaSIS 2025 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. |
Similar |
Last modified version OaSIS 2025 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. |
Similar |
Last modified version OaSIS 2025 Version 1.0 |
| 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 |
Last modified version OaSIS 2025 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. |
Similar |
Last modified version OaSIS 2025 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. |
Similar |
Last modified version OaSIS 2025 Version 1.0 |
| 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 |
Last modified version OaSIS 2025 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. |
Similar |
Last modified version OaSIS 2025 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 (13102), Accounting and related clerks (14200), Banking, insurance and other financial clerks (14201) and Collection clerks (14202). |
Similar |
Last modified version OaSIS 2025 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. |
Similar |
Last modified version OaSIS 2025 Version 1.0 |
| 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. |
Similar |
Last modified version OaSIS 2025 Version 1.0 |
| 41201.02 – Post-secondary research assistants | Occupations in education, law and social, community and government services | Occupations usually require a university degree |
Post-secondary research assistants assist university professors, community college and CEGEP teachers and other faculty members in research activities at universities and colleges. |
Similar |
Last modified version OaSIS 2025 Version 1.0 |
| 41400.04 – Science policy and program officers | Occupations in education, law and social, community and government services | Occupations usually require a university degree |
Science policy and program officers conduct research, prepare reports, provide consultation and advice, administer programs in areas related to the natural and applied sciences. |
Similar |
Last modified version OaSIS 2025 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. |
Similar |
Last modified version OaSIS 2025 Version 1.0 |
| 41406.02 – Recreation, sports and fitness policy analysts | Occupations in education, law and social, community and government services | Occupations usually require a university degree |
Recreation, sports and fitness policy analysts develop policies related to recreation, sports and physical fitness. |
Similar |
Last modified version OaSIS 2025 Version 1.0 |
| 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. |
Somewhat similar |
Last modified version OaSIS 2025 Version 1.0 |
| 12113.00 – Statistical officers and related research support occupations | Business, finance and administration occupations | Occupations usually require a college diploma or apprenticeship training of two or more years; or supervisory occupations |
Statistical officers and workers in related research support occupations provide statistical and research support services to a wide range of businesses and organizations. These workers conduct statistical routines, monitor trends, compile data and prepare charts, graphs, summaries and reports in support of organizational information needs and research activities. |
Somewhat similar |
Last modified version OaSIS 2025 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. |
Somewhat similar |
Last modified version OaSIS 2025 Version 1.0 |
| 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 |
Last modified version OaSIS 2025 Version 1.0 |