Financial and investment advisers develop financial plans for individuals and organizations, and invest and manage funds on their behalf.
Skill level:
Highly skilled
Salary Check
Check your pay
- A Financial Reporting Manager in Alberta in financial and insurance activities with 4 years or less experience earned minimum $98.20 and maximum $118.50 per hour in 2020.
- A Financial Reporting Manager in Ontario in financial and insurance activities with 4 years or less experience earned minimum $96.90 and maximum $117.40 per hour in 2020.
- A Financial Reporting Manager in British Columbia in financial and insurance activities with 4 years or less experience earned minimum $94.70 and maximum $114.40 per hour in 2020.
Job Responsibilities
- Building and maintaining a client base
- Interviewing clients to determine financial status and objectives, risk tolerance and other information needed to develop financial plans and investment strategies
- Setting financial objectives, and developing and implementing strategies for achieving them
- Arranging to buy and sell stocks and bonds for clients
- Monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets
- Recommending and arranging insurance cover for clients
