Job description Investment Manager - Financial Brokerage in the Stratford–Bruce Peninsula Region

Find out what work is like for an investment manager - financial brokerage in Canada. This work description is applicable to all Insurance, real estate and financial brokerage managers (NOC 10020).

Insurance, real estate and financial brokerage managers

Description

Insurance, real estate and financial brokerage managers plan, organize, direct, control and evaluate the activities of departments or establishments that provide insurance, mortgage, real estate and investment services. They are generally responsible for business development and must ensure that their group reaches performance levels related to established objectives. They are employed by insurance companies, real estate firms, stockbrokers, investment dealers, mortgage brokers and security and commodity exchanges.

Job duties

Here are some of the main activities and tasks that Insurance, real estate and financial brokerage managers have to perform, and some of the physical demands they involve:

  • Insurance managers
  • Plan, organize, direct, control and evaluate the operations of an establishment or department that provides automobile, fire, life, property or other types of insurance services.
  • Real estate service managers
  • Plan, organize, direct, control and evaluate the operations of an establishment or department that buys, sells and leases residential and commercial properties for clients.
  • Mortgage broker managers
  • Plan, organize, direct, control and evaluate the operations of an establishment or department that finds lenders or lending institutions on behalf of clients seeking a mortgage.
  • Securities managers
  • Plan, organize, direct, control and evaluate the operation of an establishment or department that buys and sells stocks, bonds and other forms of investments on behalf of individual or institutional clients and manage the investments of their own clients.

Physical demands

Physical demands are the physical activities that the job requires the worker to do. Physical demands are selected according to the likeliness that workers will have to perform them for at least half of the time they spend at work.

Work environment

The work environment refers to the physical setting in which people work. The characteristics and conditions of the work environment are selected according to the likeliness that workers will be exposed to them at least once a week.

Physical proximity from others

Physical proximity from others refers to the physical distance between individuals in the workplace. The likeliness that the job requires to perform tasks while being physically close to other people is rated on a scale with 3 levels: "Somewhat close", "Close" and "Very close".

Related job titles

Here are some other related job titles that are found in the same occupational category (NOC 10020), and a list of similar occupations:

  • bond sales manager
  • brokerage manager - investments
  • commodities trading manager
  • financial brokerage manager
  • insurance claims service manager
  • insurance manager
  • investment manager - financial brokerage
  • mortgage broker manager
  • real estate service manager
  • securities sales director
  • trading floor manager

Similar occupations Help - Similar occupations

Similar occupations

This section lists other occupations that are part of the same broad occupational category as Insurance, real estate and financial brokerage managers in the National Occupational Classification (NOC). These occupations involve similar core qualifications but involve different responsibilities. To see more similar occupations, use the Job Transition Tool.

Sources Occupational and Skills Information System & National Occupational Classification

Labour Market Information Survey
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