NOC 11102 · TEER 1

理财顾问

Financial advisors

所属大类：金融与商业专业职业（Professional occupations in finance and business）

该职业可能涉及省级执照或认证要求，请以所在省监管机构信息为准。

这个职业做什么

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. They are employed by banks, trust companies and investment firms, or they may be self-employed.

雇主常用头衔（点击直达在招职位）

去看在招职位（跳转外部网站）：Job Bank LinkedIn Indeed

各省薪资范围

地区	低	中位	高
全国	$23.91/时	$36.06/时	$73.08/时
阿省 AB	$23.59/时	$39.47/时	$101.92/时
BC 省	$24.00/时	$35.00/时	$73.08/时
曼省 MB	$22.31/时	$38.00/时	$75.00/时
新不伦瑞克 NB	$22.56/时	$33.33/时	$64.10/时
纽芬兰 NL	$23.08/时	$32.00/时	$51.28/时
新斯科舍 NS	$23.59/时	$31.25/时	$51.28/时
西北地区 NT	—	$43.02/时	—
安省 ON	$23.08/时	$36.06/时	$76.92/时
爱德华王子岛 PE	$16.92/时	$32.31/时	$76.92/时
魁省 QC	$25.00/时	$37.00/时	$63.19/时
萨省 SK	$24.00/时	$36.00/时	$62.02/时

来源：Job Bank / ESDC 公开数据 · 截至 2025-11-19

主要职责

Develop personal financial plans for clients covering cash management, finances, insurance coverage, investments, retirement and estate planning, taxes and legal matters
Analyze clients' financial records, set goals and develop a financial strategy
Advise clients on implementing the financial plan to help them achieve their goals
May also arrange for the purchase and sale of financial products and investments depending on the licence held, and monitor the portfolio to ensure its quality and profitability
May help to expand business and attract new clients.

雇佣要求

A bachelor's degree in business administration, commerce, economics or a related field is usually required.
The designation Certified Financial Planner, awarded by the Financial Planners Standards Council of Canada, may be required.
To sell regulated financial products and investments, such as annuities, RRSPs and life insurance, a licence is required from the appropriate governing body.
Certification as a Financial Planner is required in Quebec.
Various training programs and courses are offered by financial institutes and organizations, such as the Canadian Securities Institute, Institute of Canadian Bankers, CFA Institute, Investment Funds Institute, Canadian Institute of Financial Planning, and Trust Companies Institute of Canada, and may be required by employers.

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