Financial and investment analysts (NOC 1112)

About this job

Financial and investment analysts:

  • collect and analyze financial information so as to provide financial and investment or financing advice for their company or their company's clients
  • cover areas such as takeover bids, private placements, mergers or acquisitions
  • work for 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
Common job titles
  • adviser, corporate investment
  • analyst, financial
  • analyst, investment / planning / regional
  • consultant, financial analysis
  • manager, portfolio
  • mutual fund analyst
  • adviser, corporate investment
  • analyst, financial
  • analyst, investment / planning / regional
  • bond analyst
  • consultant, financial analysis
  • manager, portfolio

Earnings

Annual provincial median salary

$70,180

Source: 2016 Job Bank Wage data

Note:Estimated median employment income based on 2016 Job Bank median hourly wage rate (median annual salary = hourly wage rate x 40 (hours per week) x 52.14 (weeks per year))

Provincial hourly rate

  • High
  • Median
  • Low

Source: 2016 Job Bank Wage Report

Duties

Financial analysts:

  • evaluate financial risk, prepare financial forecasts, approaches and other documents concerning capital management, and write reports and recommendations
  • plan short and long-term cash flows and assess financial performance
  • evaluate 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, put into use and use tools for managing and evaluating financial record
  • prepare a regular risk profile for debt records
  • assist in preparing operating and investment budgets

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 evaluate 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

Work environment

Work in this occupation is typically performed in a structured environment, such as an office.

Job requirements

Education, training & qualifications

  • A bachelor's degree in commerce, business administration or economics 
    and
    On-the-job training and industry courses and programs are usually required.
  • A master's degree in business administration (MBA) (concentration in finance) or in finance may be required.
  • The Chartered Financial Analyst (CFA) designation, available through a program conducted by the Institute of Chartered Financial Analysts in the United States, may be required by some employers.

As of July 1, 2017 when the Canadian Free Trade Agreement (CFTA) came into force, you will not need significant additional training, experience, testing or assessment if your qualifications or certificates are recognized by a Canadian regulatory authority. This applies whether you were trained in Canada or internationally. Learn about labour mobility at www.workersmobility.ca. For information about labour mobility and foreign qualifications recognition, contact the B.C. regulator for your occupation.

Skills

  • Clerical Ability
  • Numerical Ability
  • Detail-Oriented
  • Finger Dexterity
View skills definitions

Education programs in B.C.

The following program areas are related to this occupation:
  • Economics
  • Economics (Arts)
  • Economics (Science)
  • Finance

For more information about programs offered specifically for this career, visit EducationPlannerBC.

Select a region to view regional outlook
Vancouver Island / Coast Mainland / Southwest Thompson-Okanagan Kootenay Cariboo Northeast North Coast & Nechako
Cariboo
Employment in 2016:
0
Average annual employment growth:
N/A
Expected number of job openings:
N/A
Kootenay
Employment in 2016:
0
Average annual employment growth:
N/A
Expected number of job openings:
N/A
Mainland / Southwest
Employment in 2016:
1,970
Average annual employment growth:
1.4%
Expected number of job openings:
740
North Coast & Nechako
Employment in 2016:
0
Average annual employment growth:
N/A
Expected number of job openings:
N/A
Northeast
Employment in 2016:
0
Average annual employment growth:
N/A
Expected number of job openings:
N/A
Thompson-Okanagan
Employment in 2016:
20
Average annual employment growth:
N/A
Expected number of job openings:
N/A
Vancouver Island / Coast
Employment in 2016:
300
Average annual employment growth:
1.3%
Expected number of job openings:
140

N/A - Data not available

Source: B.C. Labour Market Outlook

Career paths and resources

Career paths

Promotion to management positions, such as securities manager, is possible with experience.

Additional resources