OaSIS - Skills Match search results - 11109.03 – Financial Underwriters
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| OaSIS profile | Broad occupational category | Training, Education, Experience and Responsibilities | Lead statement | Similarity rating | Last modified date |
|---|---|---|---|---|---|
| 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. |
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Last modified version OaSIS 2025 Version 1.0 |
| 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. |
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Last modified version OaSIS 2025 Version 1.0 |
| 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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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Last modified version OaSIS 2025 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 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. |
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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. |
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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. |
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Last modified version OaSIS 2025 Version 1.0 |
| 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. |
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Last modified version OaSIS 2025 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 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. |
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Last modified version OaSIS 2025 Version 1.0 |
| 12201.02 – Insurance claims examiners | Business, finance and administration occupations | Occupations usually require a college diploma or apprenticeship training of two or more years; or supervisory occupations |
Insurance claims examiners examine claims investigated by insurance adjusters and authorize payments. |
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Last modified version OaSIS 2025 Version 1.0 |
| 22303.00 – Construction estimators | Natural and applied sciences and related occupations | Occupations usually require a college diploma or apprenticeship training of two or more years; or supervisory occupations |
Construction estimators analyze costs of and prepare estimates on civil engineering, architectural, structural, electrical and mechanical construction projects. |
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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. |
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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. |
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Last modified version OaSIS 2025 Version 1.0 |
| 42200.02 – Independent paralegals | Occupations in education, law and social, community and government services | Occupations usually require a college diploma or apprenticeship training of two or more years; or supervisory occupations |
Independent paralegals provide legal services to the public as allowed by government legislation, or provide paralegal services on contract to law firms or other establishments. |
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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. |
Somewhat 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. |
Somewhat similar |
Last modified version OaSIS 2025 Version 1.0 |