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Other Financial Officers - Financial Planners/Mortgage Brokers

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This guide will help you find the information you need to start working in British Columbia. You can use the menu buttons to move between sections of the guide.

NOC 2021: 11109/ NOC 2016: 1114

Job Description

Financial Planner

Financial planners help their clients make the most of their money. You make sure clients can meet their financial goals today and in the future.

As a Financial Planner you perform the following duties:

  • Develop personal financial plans for clients covering cash management, finances, insurance coverage, investments, retirement and estate planning, taxes and legal matters
  • Analyze clients’ financial records and advise them on setting goals and developing financial strategies
  • May arrange for the purchase and sale of financial products and investments depending on your licence held, and monitor the portfolio to ensure its quality and profitability

Source: NOC

Mortgage Broker

Mortgage brokers work with people who apply for a loan to buy a house or other property. You match buyers who need money to make these big purchases with lenders who can help.

You perform the following duties:

  • Meet with clients to obtain information about their income, liabilities and assets, and type, price and condition of property to be mortgaged
  • Negotiate mortgage loans with lenders or lending institutions on behalf of clients.

Source: NOC