OaSIS - Skills Match search results - 11109.04 – Trust officers

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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
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	0.93	Last modified version OaSIS 2025 Version 1.0
F	Financial advisors	11102.00	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	0.93	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
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	0.91	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.	Similar	0.91	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.	Similar	0.91	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	0.91	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	0.91	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	0.91	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	0.91	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	0.91	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).	Similar	0.91	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	0.90	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	0.90	Last modified version OaSIS 2025 Version 1.0
H	Human resources professionals	11200.00	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.	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
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	0.90	Last modified version OaSIS 2025 Version 1.0
B	Business development officers and market researchers and analysts	41402.00	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.	Similar	0.90	Last modified version OaSIS 2025 Version 1.0
S	Social policy researchers	41403.01	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	0.90	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.	Similar	0.90	Last modified version OaSIS 2025 Version 1.0
I	Independent paralegals	42200.02	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.	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
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
R	Recreation, sports and fitness policy analysts	41406.02	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.	Somewhat similar	0.89	Last modified version OaSIS 2025 Version 1.0