Skills Investment Manager - Financial Brokerage in the Red Deer Region

Expertise

People working in this occupation usually apply the following skill set.

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

Skills and knowledge

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

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.
• 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.
• Evaluating
  • Directing processes and procedures to ensure they add measurable value.

Analysis

Examining and evaluating information.

• Planning
  • Determining phases and steps, defining activities and tasks and establishing schedules to complete objectives on time and within budget.
• Projecting Outcomes
  • Estimating the results of an action or a series of actions.

Communication

Using communication skills to share information, advise and influence.

• Liaising and Networking
  • Developing alliances, contacts or partnerships, and exchanging information with others.
• Promoting and Selling
  • Using communication strategies or techniques to encourage acceptance of products, services, or ideas.
• Advising and Consulting
  • Providing guidance and advice to enable decision-making about tasks, situations, and processes.
• Negotiating and Adjudicating
  • Exchanging ideas while analyzing issues and interests at stake, and enabling opposing sides to resolve disputes and reach agreement.

Business, Finance and Management

Knowledge related to organization and control of business activities.

• Economics
  • Knowledge of economic theories, principles and methods of analysis including simulation and forecasting techniques.
• Finance
  • Knowledge of principles and practices of financial management, monitoring and accountability frameworks, reporting procedures, banking, and markets.
• Sales
  • Knowledge of principles and practices for displaying, promoting and selling products or services.
• Business Administration
  • Knowledge of the principles and practices of managing businesses.
• Client Service
  • Knowledge of principles and practices of providing service to clients to maintain and build organizational success.

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.