Other financial officers (NOC 1114)

The following characteristics concern the occupation of
Financial Planners (1114.1)

Definition

Financial planners provide professional services to assist individuals in identifying and attaining personal financial goals.

Note: The codes in brackets and under the Aptitudes heading are for career development specialists. Under the Interests heading, the code is in upper or lower case letters depending on the degree of importance.

Interests

Methodical (M)

Methodical persons like to have clear rules and organized methods to guide their activities. They prefer working under the direction or supervision of others according to given instructions, or to be guided by established policies and procedures. Methodical persons like to work on one thing until it is completed. They enjoy following a set routine and prefer work that is free from the unexpected.

Directive (I)

Innovative persons like to explore things in depth and arrive at solutions to problems by experimenting. They are interested in initiating and creating different ways to solve questions and present information. They enjoy scientific subjects. Innovative persons prefer to be challenged with new and unexpected experiences. They adjust to change easily.

Directive (D)

Directive persons like to take charge and control situations. They like to take responsibility for projects that require planning, decision making and co-ordinating the work of others. They are able to give direction and instructions easily. They enjoy organizing their own activities. They see themselves as independent and self-directing.

Physical activities

Near vision (V2)

Work activities are performed near the worker. The scope of the visual field is broader than in Close visual acuity (1).

Not relevant (C0)

Colour discrimination is not relevant in the performance of the work.

Verbal interaction (H2)

Work activities involve communication with colleagues, clients and/or the public on a regular basis.

Sitting (B1)

Work activities primarily involve sitting. Standing and/or walking (2) may occur but is incidental to the work being performed.

Not relevant (L0)

Work activities do not involve co-ordination of limbs.

Limited (S1)

Work activities involve handling loads up to 5 kg.

Aptitudes

G V N S P Q K F M
2 2 2 4 4 3 4 4 4

Data, people, things

Analyzing (D2)

Examining and evaluating data; frequently presenting alternative action in relation to the evaluation.

Instructing - Consulting (P2)

Teaching subject matter to others, giving advice or training others (including animals) through explanation, demonstration and supervised practice; making recommendations on the basis of subject matter expertise.

Not significant (C8)

Not significant

Environmental conditions

Regulated inside climate (L1)

A normal controlled environment such as an office, hospital or school.