Skills Investment Manager - Financial Brokerage in Ontario

National Occupational Classification update

We have updated this page to reflect the transition to the 2021 version of the National Occupational Classification (NOC). This means that the occupation "investment manager - financial brokerage" was moved from the group Insurance, real estate and financial brokerage managers (NOC 0121) to the group Insurance, real estate and financial brokerage managers (NOC 10020).

Find out what skills you typically need to work as an investment manager - financial brokerage in Canada. These skills are applicable to all Insurance, real estate and financial brokerage managers (NOC 10020).

Tasks

  • Plan and control budget and expenditures
  • Establish and implement policies and procedures
  • Hire, train, direct and motivate staff
  • Assign, co-ordinate and review projects and programs
  • Plan and direct market research studies
  • Oversee the preparation of reports
  • Advise senior management
  • Manage contracts
  • Oversee the collection and analysis of data and information
  • Address customers' complaints or concerns
  • Plan and direct advertising and marketing campaigns
  • Plan, direct and monitor activities of sales department
  • Plan, organize, direct, control and evaluate daily operations

Skills and Knowledge Checklist

The following skills and knowledge are usually required in this occupation.

    Skills

  • Analysis Help -
    • Projecting Outcomes
    • Planning

    Analysis

    Examining and evaluating information.
    • Projecting Outcomes

      Estimating the results of an action or a series of actions.

    • Planning

      Determining phases and steps, defining activities and tasks and establishing schedules to complete objectives on time and within budget.

    Service and Care

    Taking care of the needs of people and animals.

    Operating and Repairing Equipment, Machinery and Vehicles

    Working with and/or repairing vehicles, machinery or stationary equipment.
  • Management Help -
    • Strategic Planning
    • Evaluating
    • Co-ordinating and Organizing
    • Recruiting and Hiring

    Management

    Taking charge of the direction and resources of an organization.
    • Strategic Planning

      Envisioning a future state and developing strategies, goals, objectives and action plans to achieve it.

    • Evaluating

      Directing processes and procedures to ensure they add measurable value.

    • Co-ordinating and Organizing

      Organizing and co-ordinating the activities of groups and individuals to align their activities with organizational objectives.

    • Recruiting and Hiring

      Acquiring the right talent to achieve the organization's mission.

  • Communication Help -
    • Negotiating and Adjudicating
    • Liaising and Networking
    • Advising and Consulting
    • Promoting and Selling

    Communication

    Using communication skills to share information, advise and influence.
    • Negotiating and Adjudicating

      Exchanging ideas while analyzing issues and interests at stake, and enabling opposing sides to resolve disputes and reach agreement.

    • Liaising and Networking

      Developing alliances, contacts or partnerships, and exchanging information with others.

    • Advising and Consulting

      Providing guidance and advice to enable decision-making about tasks, situations, and processes.

    • Promoting and Selling

      Using communication strategies or techniques to encourage acceptance of products, services, or ideas.

    Information Handling

    Creating and using systems for the storage and retrieval of knowledge and data.

    Handling Goods and Materials

    Working with goods and materials manually or with machines.

    Creative Expression

    Using various materials and formats to create work that is intended to be artistically satisfying, entertaining, instructive or functional.

    Building

    Working with materials to construct, renovate and maintain structures.

    Working with Technological Equipment and Machinery

    Working with technical equipment, instruments, machinery and other systems.

    Knowledge

    Social Sciences and Arts

    Knowledge related to culture, origins and patterns of human activity, and the development and expression of thought.

    Mathematics and Science

    Knowledge related to specialized areas of research such as measurement, living organisms, physical substances, and properties and relationships of quantity, space, and matter.

    Manufacturing and Production

    Knowledge related to the delivery of a series of operations in large-scale production or processing of goods or crops, according to safety and quality standards.
  • Law and Public Safety Help -
    • Law, Government, and Jurisprudence

    Law and Public Safety

    Knowledge related to the provision and enforcement of laws and regulations that safeguard the effective functioning of a democratic society.
    • Law, Government, and Jurisprudence

      Knowledge of the legal system, laws, legal codes, court procedures and precedents, and of government regulations, executive orders and the functioning of government.

  • Business, Finance and Management Help -
    • Business Administration
    • Finance
    • Economics
    • Sales
    • Client Service

    Business, Finance and Management

    Knowledge related to organization and control of business activities.
    • Business Administration

      Knowledge of the principles and practices of managing businesses.

    • Finance

      Knowledge of principles and practices of financial management, monitoring and accountability frameworks, reporting procedures, banking, and markets.

    • Economics

      Knowledge of economic theories, principles and methods of analysis including simulation and forecasting techniques.

    • Sales

      Knowledge of principles and practices for displaying, promoting and selling products or services.

    • Client Service

      Knowledge of principles and practices of providing service to clients to maintain and build organizational success.

    Engineering and Technology

    Knowledge related to the design, building, use or repair of machinery, equipment, systems, and structures.

    Education and Training

    Knowledge related to the theory and practice of teaching, and the methods used in the design, delivery and evaluation of the provision of knowledge or information.

    Communications and Transportation

    Knowledge related to the provision and transmission of systems of communication and entertainment and the delivery of consumer goods or services.

    Health Services

    Knowledge related to the provision of medical science and technology for the physical and mental well-being of others.
Labour Market Information Survey
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