Archive - Financial and Investment Analysts (NOC 1112)

Published: 2 October 2014
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If you are interested in working as a Financial and Investment Analyst in Canada, you will be pleased to know that the outlook of your occupation in Canada is extremely healthy with significantly more opportunities than job seekers.

You can use this overview of the Canadian employment prospects in your field to start planning your immigration and settlement in Canada.

financial-investment-analysts

Important statistics for this occupation:

  • This field allows advancement to management positions with experience, such as securities manager.
  • Retirements account for the majority of openings in this field, due to the higher average age of workers in this field and the lower average retirement age.
  • A number of workers are also projected to leave this line of worker for other occupations, generally in management, which will allow for greater opportunities for newcomers.
  • The median yearly income for a Financial and Investment Analysts is $64,000 in Canada, with high incomes reported in the range of $104,500.

Duties for Financial and Investment Analysts

Financial and investment analysts collect and analyze financial information such as economic forecasts, trading volumes and the movement of capital, financial backgrounds of companies, historical performances and future trends of stocks, bonds and other investment instruments to provide financial and investment or financing advice for their company or their company's clients. Their studies and evaluations cover areas such as takeover bids, private placements, mergers or acquisitions. Financial analysts are employed by a wide range of establishments throughout the private and public sector, such as banks, brokerage houses, insurance companies, investment companies, manufacturing firms, trust companies, utility companies and underwriting firms. Investment analysts are employed primarily by brokerage houses and fund management companies.

Description of Main Duties

Financial Analysts perform some or all of the following duties:

  • Evaluate financial risk, prepare financial forecasts, financing scenarios and other documents concerning capital management, and write reports and recommendations
  • Plan short- and long-term cash flows and assess financial performance
  • Analyze investment projects
  • Advise on and participate in the financial aspects of contracts and calls for tender
  • Follow up on financing projects with financial backers
  • Develop, implement and use tools for managing and analyzing financial portfolio
  • Prepare a regular risk profile for debt portfolios
  • Assist in preparing operating and investment budgets.

Investment Analysts perform some or all of the following duties:

  • Collect financial and investment information about companies, stocks, bonds and other investments using daily stock and bond reports, economic forecasts, trading volumes, financial periodicals, securities manuals, company financial statements and other financial reports and publications
  • Examine and analyze financial and investment information collected, including profiles of companies, stock and bond prices, yields and future trends and other investment information
  • Provide investment advice and recommendations to clients, senior company officials, pension fund managers, securities agents and associates
  • Prepare company, industry and economic outlooks, analytical reports, briefing notes and correspondence.

Example job titles for Financial and Investment Analysts:

  • Chartered financial analyst
  • Financial analyst
  • Investment analyst
  • Money market analyst
  • Portfolio manager
  • Research associate, financial services

Find out about salary ranges for Financial and Investment Analysts in different Canadian cities with our Canada Salary Calculator.

You can start looking for a job in Canada by using our Canada Job Search Tool.