NOC Code

[ernestmin]

Im currently a financial Advisor at Scotiabank and I got offered a position at Connor Clark & Lunn (Investment Management firm) as a Retail Portfolio Specialist. The salary is $50k/year which is $9k more than what I make now however my current role is skill level A. I am not too sure what the NOC code for this position is and whether It will count towards my PR application next year.

Job Description

• Maintaining and reconciling client portfolio data; this involves connecting with external custodians as well as various areas within CC&L Private Capital and CC&L Funds Inc.
• Maintaining system and client data (i.e., portfolio administration system, trade order management system, client reporting system).
• Responding to ad hoc client portfolio queries from custodians and front office.
• Coordinating account transfers between various custodians.
• Performing trade input and monitoring as well as trade and portfolio reporting to the managers.
• Providing trade support back up including trade updates as well as trade and wire confirmations.
• Providing SMA trading back up including updating model portfolios and implementing model changes.
• Data Management.

Candidate Profile

• At least two years of related working experience; experience in an institutional investment firm, bank or trust company is an asset.
• Strong computer skills with advanced knowledge of MS Excel.
• Exceptional attention to detail including sorting, filtering, and handling vast amounts of data.
• Team oriented with strong interpersonal skills
• Proven ability to think logically and problem solve effectively.
• A positive attitude coupled with an interest for the investment industry.
• Developed knowledge of investment accounts (RRSP, TFSA, RRIF, etc.).
• Demonstrated ability to work efficiently under pressure; dealing with changes and interruptions while maintaining strict deadlines
• Undergraduate degree in Business, Finance, Accounting, or Economics
• Completion of the Canadian Securities Course is an asset

 

[jes_ON]

Hi, very good idea to consider this before you accept. And unfortunately, I think you have good reason to be concerned. To me, the closest "fit" within the NOC system looks like 1434 (Skill Level C, not eligible).

I would suggest that you ask your prospective employer about what NOC code they would assign. If you think you can be open about your concerns, perhaps they would be wiling to modify the job description.

BTW - do you have the securities license? That may help...

 

[tushya]

Hi, very good idea to consider this before you accept. And unfortunately, I think you have good reason to be concerned. To me, the closest "fit" within the NOC system looks like 1434 (Skill Level C, not eligible).

I would suggest that you ask your prospective employer about what NOC code they would assign. If you think you can be open about your concerns, perhaps they would be wiling to modify the job description.

BTW - do you have the securities license? That may help...

You seem very knowledgeable.

 

[ernestmin]

Hi, very good idea to consider this before you accept. And unfortunately, I think you have good reason to be concerned. To me, the closest "fit" within the NOC system looks like 1434 (Skill Level C, not eligible).

I would suggest that you ask your prospective employer about what NOC code they would assign. If you think you can be open about your concerns, perhaps they would be wiling to modify the job description.

BTW - do you have the securities license? That may help...

YEs, I do have the Securities license. Does that help ?

 

[jes_ON]

YEs, I do have the Securities license. Does that help ?

yes, absolutely - that says "more than a clerk." Later, if you get the ITA, include a scan of that with your employment documents.

Not my field, but I would suggest looking at NOCs 1114, 1112, and your current 1113 - and again, talk to your prospective employer and see what they would suggest. You still have to be careful - "securities clerk" is under 1434...

 

[ushuaia15]

Hi, I have the same job description. What NOC code did you use? I also have an MBA so that should say "more than a clerk". Please advise. Thanks!