11109

Other financial officers

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

Other financial officers include professional occupations in finance such as financial examiners and inspectors, financial investigators, financial underwriters, mortgage brokers and trust officers. They are employed by banks, trust companies, investment firms and governments, or they may be self-employed.

Main duties

This group performs some or all of the following duties:
Financial examiners and inspectors
Review and examine banks, trust companies, credit unions, caisses populaires, credit companies, real estate companies, insurance companies, pension funds, securities brokers and other financial services and institutions to ensure compliance with governing legislation and regulations.
Financial investigators
Investigate possible unethical conduct or breaches of securities or commodity futures laws by persons or companies that trade in securities and commodity futures or that provide related financial services.
Financial underwriters
Analyze client requests to assess risk and details of stocks, bonds, mortgages or other financing solutions
Negotiate with corporations, governments or individuals to determine the type and terms of financial products and prepare offering prospectuses or contracts
May underwrite new issues of stocks and bonds.
Trust officers
Administer estate, personal, charitable, corporate and other types of trusts
Direct trust account investments, receive and record investment income and disburse trust funds.
Mortgage brokers
Meet with clients to obtain information about 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.

Example job titles

•credit adjudicator
•credit unions examiner
•estate and trust administrator
•financial institutions inspector
•financial investigator
•financial underwriter
•mortgage broker
•trust officer

Overview

Under the Canadian National Occupational Classification (NOC) 2021, "Other financial officers" are categorized under NOC code 11109. This classification belongs to TEER Category 1, representing professional occupations that typically require university education. Professionals in this group, such as financial planners, trust officers, investment analysts, and credit adjudicators, perform key financial tasks including analyzing financial data, managing trust funds, and advising clients on personal or corporate financial strategies.

To immigrate to Canada under NOC 11109, applicants generally must hold a bachelor's degree in business administration, economics, commerce, or a related discipline. Depending on the specific financial specialization, licensing or professional designations (such as CFP or CFA) may also be required by regulatory bodies. As a TEER 1 occupation, NOC 11109 is highly sought after and qualifies for several federal and provincial immigration pathways, including the Express Entry Federal Skilled Worker (FSW) program, the Canadian Experience Class (CEC), and targeted Provincial Nominee Programs (PNPs).

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

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.