View occupational profile - Canada.ca (2024)

Work characteristics

Work characteristics gathers the various components describing the work environment of each occupation, such as employers, work activities, and the work context. Each category displays up to 10 descriptors in descending order based, firstly, on their attributed ratings by the level of complexity (for Work Activities) or other measurement dimensions (for Work Context), and secondly, in alphabetical order. The whole list of descriptors and their ratings can be expanded at the bottom of each page.

Work Activities

Proficiency or complexity level

Analyzing Data or Information

5 - Highest Level

Communicating with Persons Outside Organization

5 - Highest Level

Developing Objectives and Strategies

5 - Highest Level

Evaluating Information to Determine Compliance

5 - Highest Level

Getting Information

5 - Highest Level

Work Context

Structural Job Characteristics

Structured versus Unstructured Work

Degree of freedom to determine tasks and priorities

3 - Moderate amount of freedom

Work Week Duration

Worked hours in a typical week

2 - Between 35 to 40 hours


Physical Work Environment

Physical Proximity

Physical distance from others

3 - Somewhat close (e.g. share office)


Physical Demands

Standing

Duration

0 – Not applicable

Bending or Twisting the Body

Duration

1 - Very little time


Interpersonal Relations

Contact with Others

Frequency

4 - Every day, a few times per day

Duration

3 - About half the time

Work with Work Group or Team

Importance

3 - Important

Frequency

3 - Once a week or more but not every day


Workplaces/employers

  • Banks
  • Governments
  • Investment firms
  • Self-employed
  • Trust companies

Skills and abilities

This section displays the various competencies required for an occupation. Each category displays up to 10 descriptors in descending order based, firstly, on their attributed ratings by the level of proficiency (for Skills and Abilities) or importance (for Personal Attributes) and secondly, in alphabetical order. The whole list of descriptors and their ratings can be expanded at the bottom of each page.

Abilities

Proficiency or complexity level

Deductive Reasoning

5 - Highest Level

Mathematical Reasoning

5 - Highest Level

Numerical Ability

5 - Highest Level

Inductive Reasoning

4 - High Level

Speech Clarity

4 - High Level

Skills

Proficiency or complexity level

Digital Literacy

5 - Highest Level

Management of Financial Resources

5 - Highest Level

Critical Thinking

4 - High Level

Decision Making

4 - High Level

Evaluation

4 - High Level

Personal Attributes

Importance

Analytical Thinking

4 - Highly important

Attention to Detail

4 - Highly important

Collaboration

4 - Highly important

Concern for Others

4 - Highly important

Independence

4 - Highly important

Interests

The OaSIS uses the Holland Codes to describe the work-related interests. According to the Holland model, people work best in work environments that match their preferences, which means that people and work environments can be matched for a best fit. Occupational environments in Holland’s theory are described according to a combination of main interests and the activities they represent. There are six interests in the Holland typology: Realistic, Investigative, Artistic, Social, Enterprising and Conventional. All occupations in OaSIS have up to three interests assigned to them.

Interests

Preferences for work environments and outcomes.

Interests profile: ECS

Enterprising (E)

Enterprising occupations are characterized by the dominance of action-oriented activities to attain organizational or self-interest goals. They frequently involve starting up and carrying out projects, influencing, leading or mobilizing people, making decisions, and sometimes require risk taking and dealing with business.

Conventional (C)

Conventional occupations are characterized by the dominance of activities that entail following sets of procedures and routines. These activities may include systematic manipulation of data, such as keeping records, filing materials, reproducing materials, organizing written and numerical data according to a prescribed plan, and operating business and data processing. They often require following a clear line of authority and usually involve working with data and details more than with ideas.

Social (S)

Social occupations are characterized by the dominance of activities that entail the interaction with others to inform, train, aid, develop, cure, or enlighten. These occupations often involve helping or providing service to others, teaching, working or communicating with people.

Employment requirements

Employment requirements includes the education, training, certifications and the knowledge required to work in each occupation. The Knowledge category displays up to 10 descriptors in descending orderbased, firstly, on their attributed ratings by the level of proficiency, and secondly, in alphabetical order. The whole list of Knowledge descriptors and their ratings can be expanded at the bottom of each page.

Education, certification and licensing

  • A bachelor's degree in business administration, commerce, economics or a related field is usually required.
  • The designation Certified Financial Planner, awarded by the Financial Planners Standards Council of Canada, may be required.
  • To sell regulated financial products and investments, such as annuities, RRSPs and life insurance, a licence is required from the appropriate governing body.
  • Certification as a Financial Planner is required in Quebec.
  • Various training programs and courses are offered by financial institutes and organizations, such as the Canadian Securities Institute, Institute of Canadian Bankers, CFA Institute, Investment Funds Institute, Canadian Institute of Financial Planning, and Trust Companies Institute of Canada, and may be required by employers.

Knowledge

Knowledge level

Accounting

3 - Advanced Level

Business Management

3 - Advanced Level

Client Service

3 - Advanced Level

Economics

3 - Advanced Level

Finance

3 - Advanced Level

View occupational profile - Canada.ca (1)

This page includes information from the O*NET 27.2 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license. O*NET® is a trademark of USDOL/ETA. Employment and Social Development Canada has modified all or some of this information. USDOL/ETA has not approved, endorsed, or tested these modifications.

View occupational profile - Canada.ca (2024)
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