Complete Occupation Guide for Finance and Accounting Professionals Interested in immigrating to Canada by Toronto-based Authorized Canadian Immigration Consultant Mr. Amir Ismail

1. Amir Ismail & Associates (AIA)
First Canadian Place, Suite 5700, 57th Floor, 100 King
Street West, Toronto, Canada
www.worldaia.com – 001-647-835-0660, 416-913-0230
Amir Ismail & Associates (AIA)
First Canadian Place, Suite 5700, 57th Floor,
100 King Street West, Toronto, Canada
www.worldaia.com – 001-647-835-0660, 416-913-0230
Immigration to Canada
Complete Occupation Guide for Finance
and Accounting Professionals
Interested in immigrating to Canada.
A presentation by Amir Ismail
Authorized Canadian Immigration Adviser
Member of the ICCRC & CAPIC

2. Amir Ismail & Associates (AIA)
First Canadian Place, Suite 5700, 57th Floor, 100 King
Street West, Toronto, Canada
www.worldaia.com – 001-647-835-0660, 416-913-0230
S.No. Occupations
Applications
allowed
1. Senior Managers – Financial Services 1000
2. Financial Managers 1000
3. Financial auditors and accountants 1000
4. Financial and Investment Analysts 1000
5. Securities agents, investment dealers and brokers 1000
6. Other financial officers 1000
7. Supervisors, finance and insurance office workers 1000
Finance & Accounting Related Occupations - 2014

3. Amir Ismail & Associates (AIA)
First Canadian Place, Suite 5700, 57th Floor, 100 King
Street West, Toronto, Canada
www.worldaia.com – 001-647-835-0660, 416-913-0230
Senior Managers – Financial Services
What do they do
• Determine the company's mission and strategic direction as
conveyed through policies and concrete objectives which are met
through the effective management of human, financial and
material resources
• Authorize and organize the establishment of major departments
and associated senior staff positions
• Allocate material, human and financial resources to implement
organizational policies and programs; establish financial and
administrative controls; formulate and approve promotional
campaigns; and approve overall human resources planning
• Select middle managers, directors or other executive staff;
delegate the necessary authority to them and create optimum
working conditions
• Represent the organization, or delegate representatives to act on
behalf of the organization, in negotiations or other official
functions.
Example of titles
bank president
chief executive officer (CEO) – telephone company
chief financial officer (CFO) – advertising agency
chief operating officer – engineering firm
executive director, credit union
executive vice-president, real estate agency
general manager, real estate management company
president and chief executive officer – financial, communications and
other business services
president, advertising agency
president, computing service company
regional vice-president, trust company
vice-president, human resources – bank
vice-president, marketing – clerical staff services
vice-president, operations – satellite communication services
Senior managers in this unit group are usually appointed by a board of
directors, to which they report. They work either alone or in conjunction
with the board of directors to develop and establish objectives for the
company, and to develop or approve policies and programs. They plan,
organize, direct, control and evaluate, through middle managers, the
operations of their organization in relation to established objectives. They
work in establishments throughout the telecommunications, finance,
insurance, real estate, and data processing, hosting and related services
industries as well as other business service industries.

4. Amir Ismail & Associates (AIA)
First Canadian Place, Suite 5700, 57th Floor, 100 King
Street West, Toronto, Canada
www.worldaia.com – 001-647-835-0660, 416-913-0230
Financial Managers
What do they do
• Plan, organize, direct, control and evaluate the operation of an accounting,
audit or other financial department
• Develop and implement the financial policies, systems and procedures of
an establishment
• Prepare or co-ordinate the preparation of financial statements, summaries,
and other cost-benefit analyses and financial management reports
• Co-ordinate the financial planning and budget process, and analyze and
correct estimates
• Supervise the development and implementation of financial simulation
models
• Evaluate financial reporting systems, accounting procedures and
investment activities and make recommendations for changes to
procedures, operating systems, budgets and other financial control
functions to senior managers and other department or regional managers
• Recruit, organize, train and manage staff
• Act as liaison between the organization and its shareholders, the investing
public and external financial analysts
Example of titles
controller – financial services
director – financial services
director of accounting
finance director
financial administrator
manager, financial control
manager, financial planning and analysis
manager, internal audit services
treasurer
Financial managers plan, organize, direct, control and evaluate the operation of financial and accounting
departments. They develop and implement the financial policies and systems of establishments. Financial
managers establish performance standards and prepare various financial reports for senior management. They
are employed in financial and accounting departments in companies throughout the private sector and in
government.
• Establish profitability standards for investment activities and
handle mergers and/or acquisitions
• Notify and report to senior management concerning any trends
that are critical to the organization's financial performance.

5. Amir Ismail & Associates (AIA)
First Canadian Place, Suite 5700, 57th Floor, 100 King
Street West, Toronto, Canada
www.worldaia.com – 001-647-835-0660, 416-913-0230
Financial Auditors & Accountants
What do they do – Financial Auditors
• Examine and analyze journal and ledger entries, bank statements,
inventories, expenditures, tax returns and other accounting and
financial records, documents and systems of individuals,
departments within organizations, businesses or other
establishments to ensure financial recording accuracy and
compliance with established accounting standards, procedures and
internal controls
• Prepare detailed reports on audit findings and make
recommendations to improve individual or establishment's accounting
and management practices
• Conduct field audits of businesses to ensure compliance with
provisions of the Income Tax Act, Canadian Business Corporations
Act or other statutory requirements
• May supervise other auditors or professionals in charge of
accounting within client's establishment.
Example of titles
accountant
certified general accountant (CGA)
certified management accountant
(CMA)
chartered accountant (CA)
chief accountant
financial auditor
income tax expert
industrial accountant
internal auditor
Financial auditors examine and analyze the accounting and financial
records of individuals and establishments to ensure accuracy and
compliance with established accounting standards and procedures.
Accountants plan, organize and administer accounting systems for
individuals and establishments. Articling students in accounting firms are
included in this unit group. Financial auditors and accountants are
employed by auditing and accounting firms throughout the private and
public sectors, or they may be self-employed.
What do they do – Accountants
• Plan, set up and administer accounting systems and
prepare financial information for individuals, departments
within organizations, businesses and other establishments
• Examine accounting records and prepare financial
statements and reports
• Develop and maintain cost finding, reporting and internal
control procedures
• Examine financial accounts and records and prepare
income tax returns from accounting records
• Analyze financial statements and reports and provide
financial, business and tax advice
• May act as a trustee in bankruptcy proceedings
• May supervise and train articling students, other
accountants or administrative technicians.

6. Amir Ismail & Associates (AIA)
First Canadian Place, Suite 5700, 57th Floor, 100 King
Street West, Toronto, Canada
www.worldaia.com – 001-647-835-0660, 416-913-0230
Financial & Investment Analysts
What do they do – Financial Analysts
• Evaluate financial risk, 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.
Example of titles
analyst, investments
analyst, money market
analyst, securities
assistant financial analyst
chartered financial analyst
cost financial analyst
economic analyst, financial services
finance and commercial affairs
analyst
financial analysis consultant
financial analyst
fiscal projections consultant
investment adviser, corporate
investment analyst
investment consultant
junior financial analyst
money market analyst
portfolio manager
regional financial analyst
research analyst, securities
research associate, financial services
securities analyst
securities research analyst
senior financial analyst
senior investment officer
senior planning and return analyst
senior planning and yield analyst
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.

7. Amir Ismail & Associates (AIA)
First Canadian Place, Suite 5700, 57th Floor, 100 King
Street West, Toronto, Canada
www.worldaia.com – 001-647-835-0660, 416-913-0230
Financial & Investment Analysts
What do they do – 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 of titles
analyst, investments
analyst, money market
analyst, securities
assistant financial analyst
chartered financial analyst
cost financial analyst
economic analyst, financial services
finance and commercial affairs
analyst
financial analysis consultant
financial analyst
fiscal projections consultant
investment adviser, corporate
investment analyst
investment consultant
junior financial analyst
money market analyst
portfolio manager
regional financial analyst
research analyst, securities
research associate, financial services
securities analyst
securities research analyst
senior financial analyst
senior investment officer
senior planning and return analyst
senior planning and yield analyst
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.

8. Amir Ismail & Associates (AIA)
First Canadian Place, Suite 5700, 57th Floor, 100 King
Street West, Toronto, Canada
www.worldaia.com – 001-647-835-0660, 416-913-0230
Securities agents, investment
dealers and brokers
What do they do – Security Agents
• Develop long-term relationships with their clients by
preparing investment strategies to help them achieve their
financial goals, offering advice and information on various
investments to guide them in managing their portfolios
• Review financial periodicals, stock and bond reports,
business publications and other material, and develop a
network within the financial industry to gather relevant
information and identify potential investments for clients
• Carry out investment orders by buying and selling stocks,
bonds, treasury bills, mutual funds and other securities for
individual investors, pension fund managers or companies
such as banks, trust companies and insurance firms
• Monitor clients' investment portfolios and ensure that
investment transactions are carried out according to
industry regulations.Example of titles
annuity representative –
investments
bond broker/dealer/trader
broker, investments
commodity broker/trader
dealer, foreign exchange
discount broker
equity trader
financial broker
floor trader
foreign exchange dealer
foreign exchange trader
futures trader
grain broker/trader
investment broker/dealer
investment representative
money market trader
mutual fund broker/sales agent
registered investment
representative
sales agent, securities
salesman/woman, securities
securities trader
stock exchange floor trader
stockbroker
stocks and bonds trader
supervisor, registered
representatives
trader, foreign exchange
trader, stocks and bonds
trust services salesman/woman
Securities agents and investment dealers buy and sell stocks,
bonds, treasury bills, mutual funds and other securities for
individual investors, pension fund managers, banks, trust
companies, insurance firms and other establishments. Brokers
buy and sell stocks, bonds, commodity futures, foreign
currencies and other securities at stock exchanges on behalf of
investment dealers. They are employed by investment
companies, stock brokerage firms, stock and commodity
exchanges and other establishments in the

9. Amir Ismail & Associates (AIA)
First Canadian Place, Suite 5700, 57th Floor, 100 King
Street West, Toronto, Canada
www.worldaia.com – 001-647-835-0660, 416-913-0230
Other Financial Officers
What do they do – Financial Planners
Financial planners develop personal financial plans
for clients covering cash management, finances,
insurance coverage, investments, retirement and
estate planning, taxes and legal matters; analyze
clients' financial records, set goals and develop a
financial strategy; advise clients on implementing
the financial plan to help them achieve their goals;
may also arrange for the purchase and sale of
financial products and investments depending on
the licence held, and monitor the portfolio to
ensure its quality and profitability; and help to
expand business and attract new clients.
Example of titles
account manager
credit adjudicator
credit unions examiner
estate and trust
administrator
financial investigator
financial planner
financial underwriter
inspector, financial
institutions
mortgage broker
trust officer
This unit group includes professional
occupations in finance not elsewhere
classified such as financial planners,
financial examiners and inspectors,
financial investigators, financial
underwriters, mortgage brokers and
trust officers.

10. Amir Ismail & Associates (AIA)
First Canadian Place, Suite 5700, 57th Floor, 100 King
Street West, Toronto, Canada
www.worldaia.com – 001-647-835-0660, 416-913-0230
Other Financial Officers
What do they do – Financial Examiners
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.
Example of titles
account manager
credit adjudicator
credit unions
examiner
estate and trust
administrator
financial investigator
financial planner
financial underwriter
inspector, financial
institutions
mortgage broker
trust officer
This unit group includes professional
occupations in finance not elsewhere
classified such as financial planners,
financial examiners and inspectors,
financial investigators, financial
underwriters, mortgage brokers and
trust officers.

11. Amir Ismail & Associates (AIA)
First Canadian Place, Suite 5700, 57th Floor, 100 King
Street West, Toronto, Canada
www.worldaia.com – 001-647-835-0660, 416-913-0230
Other Financial Officers
What do they do – Financial Investigators
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.
Example of titles
account manager
credit adjudicator
credit unions
examiner
estate and trust
administrator
financial
investigator
financial planner
financial
underwriter
inspector, financial
institutions
mortgage broker
trust officer
This unit group includes professional
occupations in finance not elsewhere
classified such as financial planners,
financial examiners and inspectors,
financial investigators, financial
underwriters, mortgage brokers and
trust officers.

12. Amir Ismail & Associates (AIA)
First Canadian Place, Suite 5700, 57th Floor, 100 King
Street West, Toronto, Canada
www.worldaia.com – 001-647-835-0660, 416-913-0230
Other Financial Officers
What do they do – Financial Underwriters
Financial underwriters underwrite new
issues of stocks and bonds, negotiate with
corporations and governments to determine
the type and terms of new securities issued
and prepare offering prospectuses.
Example of titles
account manager
credit adjudicator
credit unions
examiner
estate and trust
administrator
financial investigator
financial planner
financial underwriter
inspector, financial
institutions
mortgage broker
trust officer
This unit group includes professional
occupations in finance not elsewhere
classified such as financial planners,
financial examiners and inspectors,
financial investigators, financial
underwriters, mortgage brokers and
trust officers.

13. Amir Ismail & Associates (AIA)
First Canadian Place, Suite 5700, 57th Floor, 100 King
Street West, Toronto, Canada
www.worldaia.com – 001-647-835-0660, 416-913-0230
Other Financial Officers
What do they do – Trust officers
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.
Example of titles
account manager
credit adjudicator
credit unions
examiner
estate and trust
administrator
financial
investigator
financial planner
financial
underwriter
inspector, financial
institutions
mortgage broker
trust officer
This unit group includes professional
occupations in finance not elsewhere
classified such as financial planners,
financial examiners and inspectors,
financial investigators, financial
underwriters, mortgage brokers and
trust officers.

14. Amir Ismail & Associates (AIA)
First Canadian Place, Suite 5700, 57th Floor, 100 King
Street West, Toronto, Canada
www.worldaia.com – 001-647-835-0660, 416-913-0230
Other Financial Officers
What do they do – Mortgage Brokers
Mortgage brokers meet with clients to
obtain information about income,
liabilities and assets, and type, price
and condition of property to be
mortgaged, and negotiate mortgage
loans with lenders or lending
institutions on behalf of clients.
Example of titles
account manager
credit adjudicator
credit unions
examiner
estate and trust
administrator
financial investigator
financial planner
financial underwriter
inspector, financial
institutions
mortgage broker
trust officer
This unit group includes professional
occupations in finance not elsewhere
classified such as financial planners,
financial examiners and inspectors,
financial investigators, financial
underwriters, mortgage brokers and
trust officers.

15. Amir Ismail & Associates (AIA)
First Canadian Place, Suite 5700, 57th Floor, 100 King
Street West, Toronto, Canada
www.worldaia.com – 001-647-835-0660, 416-913-0230
Supervisors, finance and insurance
office workers
What do they do
• Examine and verify accuracy of work and authorize
routine payments, credits and other transactions
• Establish work schedules and procedures and co-
ordinate activities with other work units or departments
• Resolve work-related problems and prepare and submit
progress and other reports
• Identify training needs and train workers in job duties
and company policies
• Requisition supplies and materials
• Ensure smooth operation of computer systems and
equipment and arrange for maintenance and repair work
• May perform the same duties as workers supervised.
Example of titles
accounts payable supervisor
accounts receivable supervisor
bank clerks supervisor
billing supervisor
bookkeeping supervisor
collection supervisor
credit supervisor
payroll supervisor
supervisor of accounting
supervisor, claims adjusters
pay and benefits supervisor
paymaster
payment processing unit
supervisor
payroll supervisor
petty cash supervisor
sales records supervisor
credit and collection supervisor
credit clerks supervisor
credit service group leader
credit supervisor
customs brokerage clerks
supervisor
financial accounting supervisor
financial control supervisor
head, accounting section
head, billing unit
Supervisors in this unit group supervise and co-
ordinate the activities of workers in the following
unit groups: Accounting and Related Clerks, Payroll
Clerks ,Banking, Insurance and Other Financial
Clerks and Collectors.
• Implement efficient working processes and co-ordinate,
assign and review the work of clerks engaged in the following
duties: administering accounts payable and receivable;
processing, verifying and recording financial documents and
forms; administering payrolls; processing, verifying and
recording insurance claims and forms; and collecting user fees
and payments on overdue accounts

16. Amir Ismail & Associates (AIA)
First Canadian Place, Suite 5700, 57th Floor, 100 King
Street West, Toronto, Canada
www.worldaia.com – 001-647-835-0660, 416-913-0230
Amir Ismail & Associates (AIA)
First Canadian Place, Suite 5700, 57th Floor, 100 King
Street West, Toronto, Canada
www.worldaia.com – 001-647-835-0660, 416-913-0230
Amir Ismail & Associates (AIA)
Authorized Immigration Advisers
Suite 5700, 57th Floor, First Canadian Place 100, King
Street West, Toronto, Ontario, Canada Tel: 416-913-
0230, 647-835-0660 www.worldaia.com
Facebook: www.facebook.com/canadaimmigration
Twitter: @canadaimmigrate
For more information or assessment of your
eligibility, please email your CV at
aiaconsulting@gmail.com or info@amirismail.com