11109 其他财务人员 Other financial officers-- FLYabroad NOC 2021

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1

noc_code: “11109”
noc_version: “2021.0”
translation_mode: “basic”
title_en: “Other financial officers”
title_zh: “其他财务人员”
official_url: “https://noc.esdc.gc.ca/Structure/NOCProfile?GocTemplateCulture=en-CA&code=11109&version=2021.0”
description: “Complete NOC profile for Other financial officers (NOC 11109) in basic translation mode - 100% faithful to official data, bilingual Chinese-English, enhanced with emojis for better readability. Contains occupation definition, job titles, main duties, employment requirements and TEER category system. No salary or employment inference included in basic mode.”
keywords:

  • NOC 11109
  • 11109 Other financial officers
  • 11109 其他财务人员
  • 11109 NOC 2021
    tags:
  • noc-1
  • teer-1
  • basic-mode

:money_bag: NOC 11109 其他财务人员 | Other financial officers

:clipboard: 关键信息速览 | Key Information

:canada: NOC 项目 内容
:clipboard: NOC 代码 11109

:open_book: 职业概述

:canada: 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.

| :bullseye: TEER 类别 | TEER 1 |
| :bar_chart: 主要类别 | 1 - 商业、金融和行政职业 (Business, finance and administration occupations) |
| :busts_in_silhouette: 主要组别 | 11 - 金融和商业专业职业 (Professional occupations in finance and business) |
| :magnifying_glass_tilted_left: 次要组别 | 111 - 金融专业职业 (Professional occupations in finance) |
| :pushpin: 次级组别 | 1110 - 审计师、会计师和投资专业人员 (Auditors, accountants and investment professionals) |
| :date: 数据版本 | :canada: NOC 2021 Version 1.0 |

📍 职业层级 | Occupational Hierarchy

:canada: NOC 11109 其他财务人员在 NOC 2021 分类体系中的位置：

1 商业、金融和行政职业
  └── 11 金融和商业专业职业
      └── 111 金融专业职业
          └── 1110 审计师、会计师和投资专业人员
              └── 11109 其他财务人员 ⭐ 您在这里

📖 职业定义 | Definition

:money_bag: NOC 11109 其他财务人员包括 (include) 金融领域的专业职业 (professional occupations in finance)，例如财务审查员和检查员 (financial examiners and inspectors)、财务调查员 (financial investigators)、财务承销商 (financial underwriters)、抵押贷款经纪人 (mortgage brokers) 和信托专员 (trust officers)。他们受雇于 (are employed by) 银行 (banks)、信托公司 (trust companies)、投资公司 (investment firms) 和政府 (governments)，或者他们可能是个体经营者 (self-employed)。

📄 **NOC 11109 其他财务人员** 英文原文 | View Original English 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.

💼 职位名称示例 | Illustrative Examples

NOC 11109 其他财务人员职业的常见职位名称包括：

  • :heavy_dollar_sign: 信贷裁决员 (Credit adjudicator)
  • :bank: 信用合作社审查员 (Credit unions examiner)
  • :memo: 遗产和信托管理员 (Estate and trust administrator)
  • :magnifying_glass_tilted_left: 金融机构检查员 (Financial institutions inspector)
  • :detective: 财务调查员 (Financial investigator)
  • :scroll: 财务承销商 (Financial underwriter)
  • :house_with_garden: 抵押贷款经纪人 (Mortgage broker)
  • :handshake: 信托专员 (Trust officer)
📋 **NOC 11109 其他财务人员** 完整职位名称索引 | Complete Index of Titles

完整职位名称索引 | Complete Index of Titles

  • 银行检查员 (Bank inspector)
  • 债券承销商 (Bonds underwriter)
  • 信贷裁决员 (Credit adjudicator)
  • 信贷顾问 (Credit advisor)
  • 信贷机构检查员 (Credit agency inspector)
  • 信用合作社审查员 (Credit unions examiner)
  • 遗产管理员 (Estate administrator)
  • 遗产和信托管理员 (Estate and trust administrator)
  • 遗产执行人 (Estate executor)
  • 财务和信贷管理员 (Finance and credit administrator)
  • 财务合规官 (Financial compliance officer)
  • 金融机构审查员 (Financial institutions examiner)
  • 金融机构检查员 (Financial institutions inspector)
  • 财务调查员 (Financial investigator)
  • 财务承销商 (Financial underwriter)
  • 对外银行间安排官员 (Foreign interbanking arrangements officer)
  • 银行间安排官员 (Interbanking arrangements officer)
  • 贷款解决方案经理 (Lending solutions manager)
  • 抵押贷款经纪人 (Mortgage broker)
  • 抵押贷款承销商 (Mortgage underwriter)
  • 个人信托专员 (Personal trust officer)
  • 证券承销商 (Securities underwriter)
  • 信托专员 (Trust officer)

📋 主要职责 | Main Duties

NOC 11109 其他财务人员执行以下部分或全部职责 (performs some or all of the following duties)：

  • :magnifying_glass_tilted_left: 财务审查员和检查员
    • 审查和检查 (Review and examine) 银行 (banks)、信托公司 (trust companies)、信用合作社 (credit unions)、人民银行 (caisses populaires)、信贷公司 (credit companies)、房地产公司 (real estate companies)、保险公司 (insurance companies)、养老基金 (pension funds)、证券经纪人 (securities brokers) 和其他金融服务和机构 (other financial services and institutions)，以确保符合 (ensure compliance with) 管理立法 (governing legislation) 和法规 (regulations)。
  • :detective: 财务调查员
    • 调查 (Investigate) 证券和商品期货交易 (trade in securities and commodity futures) 或提供相关金融服务 (provide related financial services) 的个人或公司 (persons or companies) 可能存在的不道德行为 (unethical conduct) 或违反证券或商品期货法律 (breaches of securities or commodity futures laws) 的行为。
  • :scroll: 财务承销商
    • 分析 (Analyze) 客户请求 (clients requests)，以评估 (assess) 风险 (risk) 以及股票 (stocks)、债券 (bonds)、抵押贷款 (mortgages) 或其他融资解决方案 (other financing solutions) 的细节。
    • 与公司 (corporations)、政府 (governments) 或个人 (individuals) 谈判 (Negotiate)，以确定 (determine) 金融产品 (financial products) 的类型 (type) 和条款 (terms)，并准备 (prepare) 发行招股说明书 (offering prospectuses) 或合同 (contracts)。
    • 可 (May) 承销 (underwrite) 新发行的股票 (new issues of stocks) 和债券 (bonds)。
  • :handshake: 信托专员
    • 管理 (Administer) 遗产 (estate)、个人 (personal)、慈善 (charitable)、公司 (corporate) 和其他类型 (other types) 的信托 (trusts)。
    • 指导 (Direct) 信托账户投资 (trust account investments)，接收 (receive) 和记录 (record) 投资收入 (investment income)，并支付 (disburse) 信托资金 (trust funds)。
  • :house_with_garden: 抵押贷款经纪人
    • 与客户会面 (Meet with clients)，以获取 (obtain) 有关收入 (income)、负债 (liabilities) 和资产 (assets) 的信息 (information)，以及抵押财产 (property to be mortgaged) 的类型 (type)、价格 (price) 和条件 (condition)。
    • 代表客户 (on behalf of clients) 与贷款人 (lenders) 或贷款机构 (lending institutions) 谈判 (Negotiate) 抵押贷款 (mortgage loans)。
📄 **NOC 11109 其他财务人员** 英文原文 | View Original English 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 investigatorsInvestigate 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 underwritersAnalyze clients requests to assess risk and details of stocks, bonds, mortgages or other financing solutionsNegotiate with corporations, governments or individuals to determine the type and terms of financial products and prepare offering prospectuses or contractsMay underwrite new issues of stocks and bonds.Trust officersAdminister estate, personal, charitable, corporate and other types of trustsDirect trust account investments, receive and record investment income and disburse trust funds.Mortgage brokersMeet with clients to obtain information about income, liabilities and assets, and type, price and condition of property to be mortgagedNegotiate mortgage loans with lenders or lending institutions on behalf of clients.
  • 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 underwritersAnalyze clients requests to assess risk and details of stocks, bonds, mortgages or other financing solutionsNegotiate with corporations, governments or individuals to determine the type and terms of financial products and prepare offering prospectuses or contractsMay underwrite new issues of stocks and bonds.Trust officersAdminister estate, personal, charitable, corporate and other types of trustsDirect trust account investments, receive and record investment income and disburse trust funds.Mortgage brokersMeet with clients to obtain information about income, liabilities and assets, and type, price and condition of property to be mortgagedNegotiate mortgage loans with lenders or lending institutions on behalf of clients.
  • 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 clients requests to assess risk and details of stocks, bonds, mortgages or other financing solutionsNegotiate with corporations, governments or individuals to determine the type and terms of financial products and prepare offering prospectuses or contractsMay underwrite new issues of stocks and bonds.Trust officersAdminister estate, personal, charitable, corporate and other types of trustsDirect trust account investments, receive and record investment income and disburse trust funds.Mortgage brokersMeet with clients to obtain information about income, liabilities and assets, and type, price and condition of property to be mortgagedNegotiate mortgage loans with lenders or lending institutions on behalf of clients.
  • Analyze clients 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 trustsDirect trust account investments, receive and record investment income and disburse trust funds.Mortgage brokersMeet with clients to obtain information about income, liabilities and assets, and type, price and condition of property to be mortgagedNegotiate mortgage loans with lenders or lending institutions on behalf of clients.
  • 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 mortgagedNegotiate mortgage loans with lenders or lending institutions on behalf of clients.
  • 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.

🎓 任职要求 | Employment Requirements

NOC 11109 其他财务人员任职必备条件：

📚 学历要求 | Educational Requirements

:white_check_mark: 必需学历：

  • 通常需要 (is usually required) 工商管理 (business administration)、商科 (commerce)、经济学 (economics) 或相关领域 (related field) 的学士学位 (bachelor’s degree)。

:blue_book: 对应加拿大学历框架：TEER 1（大学学位职业，通常需要学士、硕士或博士学位）

🏅 专业资格和许可 | Professional Designations and Licences

:pushpin: 可能要求以下资格和许可：

  • 金融机构 (financial institutes) 和组织 (organizations) 提供各种培训计划 (training programs) 和课程 (courses)，例如加拿大证券协会 (Canadian Securities Institute)、加拿大银行家协会 (Institute of Canadian Bankers)、CFA 协会 (CFA Institute)、投资基金协会 (Investment Funds Institute) 和加拿大信托公司协会 (Trust Companies Institute of Canada)，雇主可能要求 (may be required by employers) 这些培训。
  • 可能需要 (may be required) 认可的金融资格 (a recognized financial designation) (CFA, CIM 或其他)。
  • 财务审查员和检查员可能需要 (may require) 认可的会计资格 (a recognized accounting designation)。
  • 在不列颠哥伦比亚省 (British Columbia)、阿尔伯塔省 (Alberta)、萨斯喀彻温省 (Saskatchewan)、马尼托巴省 (Manitoba)、安大略省 (Ontario)、魁北克省 (Quebec)、新不伦瑞克省 (New Brunswick)、纽芬兰和拉布拉多省 (Newfoundland and Labrador) 以及新斯科舍省 (Nova Scotia)，抵押贷款经纪人需要 (require) 抵押贷款经纪人执照 (a mortgage broker licence)。
📄 **NOC 11109 其他财务人员** 英文原文 | View Original English Employment Requirements
  • A bachelor’s degree in business administration, commerce, economics or a related field is usually required.
  • 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 and Trust Companies Institute of Canada, and may be required by employers.
  • A recognized financial designation may be required (CFA, CIM or others).
  • Financial examiners and inspectors may require a recognized accounting designation.
  • Mortgage brokers require a mortgage broker licence in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, Quebec, New Brunswick, Newfoundland and Labrador and Nova Scotia.

💡 附加信息 | Additional Information

📈 职业发展与持续学习 | Career Progression and Continuous Learning

随着经验的积累 (with experience)，有可能晋升 (Progression is possible) 到财务管理职位 (financial management positions)。
虽然这些职位需要 (require) 高度的培训 (high degree of training) 和资格 (qualifications)，但担任这些职位的人 (persons who occupy them) 必须不断更新 (continually update) 他们的技能 (skills) 并追求 (pursue) 专业发展 (professional development)。

📄 **NOC 11109 其他财务人员** 英文原文 | View Original English Additional Information
  • Progression to financial management positions is possible with experience.
  • While these kinds of positions require a high degree of training and qualifications, persons who occupy them must continually update their skills and pursue professional development.

🚫 排除职业 | Exclusions

以下职业不属于 NOC 11109 其他财务人员类别：

:cross_mark: 广告、市场营销和公共关系经理 (Advertising, marketing and public relations managers)
:backhand_index_pointing_right: 参见 10022 广告、市场营销和公共关系经理

:cross_mark: 银行、信贷和其他投资经理 (Banking, credit and other investment managers)
:backhand_index_pointing_right: 参见 10021 银行、信贷和其他投资经理

:cross_mark: 经济发展官员 (Economic development officer)
:backhand_index_pointing_right: 参见 41402 业务发展官员和市场研究员及分析师

:cross_mark: 经济学家 (Economist)
:backhand_index_pointing_right: 参见 41401 经济学家和经济政策研究员及分析师

:cross_mark: 金融和投资分析师 (Financial and investment analysts)
:backhand_index_pointing_right: 参见 11101 金融和投资分析师

:cross_mark: 保险、房地产和金融经纪经理 (Insurance, real estate and financial brokerage managers)
:backhand_index_pointing_right: 参见 10020 保险、房地产和金融经纪经理

:cross_mark: 其他商业服务经理 (Other business services managers)
:backhand_index_pointing_right: 参见 10029 其他商业服务经理

:cross_mark: 证券代理、投资交易商和经纪人 (Securities agents, investment dealers and brokers)
:backhand_index_pointing_right: 参见 11103 证券代理、投资交易商和经纪人

📊 TEER 系统说明 | TEER Category System

NOC 11109 其他财务人员对应 TEER 1 大学学位职业 (Occupations usually require a university degree)。

TEER (Training, Education, Experience and Responsibilities) 是 NOC 2021 引入的新分类系统，替代了旧版 NOC 2016 的技能水平分类 (Skill Level)。

🎯 TEER 1 - 大学学位职业特征

TEER 1 包括：

  • 通常需要学士 (bachelor’s)、硕士 (master’s) 或博士学位 (doctorate)。

:books: 典型要求：

  • 完成大学学士学位 (completion of a university bachelor’s degree)；或
  • 完成数年的大学 (several years of university) 或大专 (college) 教育，并具备数年相关经验 (several years of experience)，以及特定的专业培训 (specific training)。

:light_bulb: 职位特点：

  • 需要高水平的专业知识 (high level of specialized knowledge)。
  • 复杂问题解决能力 (complex problem-solving skills)。
  • 独立判断和决策 (independent judgment and decision-making)。

:pushpin: TEER 系统完整分类：

TEER 类别 说明 典型要求
TEER 1 管理职业 大学学位或大专+经验
TEER 1 大学学位职业 学士/硕士/博士学位
TEER 1 大专/学徒职业 2-3年大专文凭或学徒训练
TEER 1 中学后教育职业 2年以下大专或学徒训练
TEER 1 中学教育职业 高中文凭或数周在职培训
TEER 1 短期培训职业 短期工作示范或在职培训

:memo: 微出国版权声明 | Copyright Notice

本内容基于 Employment and Social Development Canada (ESDC) NOC 2021 Version 1.0 和 Statistics Canada 官方数据整理，由 微出国 (veryvisa.com) 编译制作。

数据来源 | Data Sources:

翻译模式 | Translation Mode: 基础模式 (Basic Mode) - 100% 忠实于官方数据，不包含联网搜索的薪资和就业推断信息。本文档仅翻译 JSON 原文字段，使用 emoji 美化和中英文对照增强可读性。

加拿大国家职业分类 National Occupational Classification 列表-FLYabroad NOC 2021