11101

Financial and investment analysts

TEER 1 — Usually require a university degree

Express Entry skill level: Yes
Regulated in Québec: Yes
In demand in Manitoba: Yes

Classification

Business, finance & administration

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Definition

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.

Main duties

This group performs some or all of the following duties:
Financial analysts
Evaluate financial risks, 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
Develop and update financial or treasury policies.
Investment analysts
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

•chartered financial analyst
•financial analyst
•financial services research associate
•investment analyst
•money market analyst
•portfolio manager

Overview

NOC 11101 classified as Financial and investment analysts under the National Occupational Classification (NOC) 2021 system is a high-demand, TEER 1 occupation in Canada. Professionals in this category are responsible for collecting and analyzing financial information, such as economic forecasts, transaction volumes, and company financial histories, to provide investment advice or construct financial plans. They are typically employed by investment companies, banks, trust companies, insurance firms, underwriting houses, and utility companies across Canada.

To qualify for this occupation under the official ESDC guidelines, individuals must typically possess a bachelor's degree in finance, economics, business administration, or a related discipline. Professional designations such as the Chartered Financial Analyst (CFA) or Chartered Investment Manager (CIM) are highly valued by Canadian employers and may be required for certain roles. Because NOC 11101 is classified as a TEER 1 occupation, skilled workers in this field are eligible for economic immigration pathways, including the Express Entry Federal Skilled Worker (FSW) program and various Provincial Nominee Programs (PNP).

Disclaimer: This information is for educational purposes only and does not constitute legal or professional immigration advice. For official up-to-date immigration guidelines and program requirements, please consult Immigration, Refugees and Citizenship Canada (IRCC) or a regulated immigration consultant.

Educational overview summarizing this occupation. Always confirm against the official NOC profile and IRCC before relying on it.

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Occupation data: Statistics Canada / ESDC — National Occupational Classification (NOC) 2021.