Complete Occupation Guide for Finance and Accounting Professionals Interested in immigrating to Canada by Toronto-based Authorized Canadian Immigration Consultant Mr. Amir Ismail
World 1 st PPT on CA Articleship Training Guide.The ultimate training guide , Be it a C.A. or An Article Assistant , Are you on Way , If not , When ??? & Which Way??? It will help you to decide the ULTIMATE CA way....
Career Objective
To seek an organization, where I utilize my best skills and knowledge for the betterment of the organization and driving it towards prosperity
Career Profile:
Senior level executive with 14 years of extensive and diversified experience in financial management, business leadership and working with board of directors with an established record of success in significantly growing enterprise value, counting remarkable 5 years experience as Group Manager Finance with Dynamic Group of Companies, comprising of five engineering companies, namely โDynamic Equipment & Controls (Pvt) Ltdโ, โFauz Engineering Limitedโ, โIntegrated Construction Solutions (Pvt) Ltdโ, โDynamic Green Energy (Pvt) Ltd,โ and played a leading role in the development of latest venture of the group i.e. โDysin Automobiles Limitedโ.
Professional Achievements:
๏ง Initiated working on group formation, focused on reorganization and restructuring of existing companies, developed synergies amongst the top management and ultimately resulted the sense of ownership and family culture for the whole group
๏ง With the vision of growth in business and overall enterprise value, new ventures were explored and deployed which led to business diversification and new growth dimensions
๏ง Focused on growth not only in new ventures, incorporating new companies, but also worked on setting up new divisions / segments in existing business, evidencing the remarkable growth in the overall history of the group
๏ง Team building for catering the requirements of business expansion and group formation was really a challenge, deployed delegation, succession, defined scope and JDs at each level and ultimately developed โresponsibility, authority and accountability syndicateโ
๏ง Got the financial and management reporting aligned and put the effective controls in place at group level, deployed a centralized ERP (Oracle Based) with multi-companies common database and reporting structure
๏ง Put significant efforts in developing official communication with foreign principal companies and put in place concept of communication protocol at group level
๏ง Did a lot of work on contractual / legal arrangements with foreign principals, local vendors, customers and dealers, this was basically a drastic shift from informal / verbal cooperation arrangements to legal and contractual binding documentation
๏ง Developed culture of corporate social responsibility (CSR) in all group companies and deployed admirable social cause projects at group level
Having 26 + years in shipping and logistics experience in a multinational organizations in Dubai - UAE worked all divisions like Finance / Operations / Administration & Marketing. Please go through my resume arrange to provide me an opportunity, I shall do my best to your expectations.
World 1 st PPT on CA Articleship Training Guide.The ultimate training guide , Be it a C.A. or An Article Assistant , Are you on Way , If not , When ??? & Which Way??? It will help you to decide the ULTIMATE CA way....
Career Objective
To seek an organization, where I utilize my best skills and knowledge for the betterment of the organization and driving it towards prosperity
Career Profile:
Senior level executive with 14 years of extensive and diversified experience in financial management, business leadership and working with board of directors with an established record of success in significantly growing enterprise value, counting remarkable 5 years experience as Group Manager Finance with Dynamic Group of Companies, comprising of five engineering companies, namely โDynamic Equipment & Controls (Pvt) Ltdโ, โFauz Engineering Limitedโ, โIntegrated Construction Solutions (Pvt) Ltdโ, โDynamic Green Energy (Pvt) Ltd,โ and played a leading role in the development of latest venture of the group i.e. โDysin Automobiles Limitedโ.
Professional Achievements:
๏ง Initiated working on group formation, focused on reorganization and restructuring of existing companies, developed synergies amongst the top management and ultimately resulted the sense of ownership and family culture for the whole group
๏ง With the vision of growth in business and overall enterprise value, new ventures were explored and deployed which led to business diversification and new growth dimensions
๏ง Focused on growth not only in new ventures, incorporating new companies, but also worked on setting up new divisions / segments in existing business, evidencing the remarkable growth in the overall history of the group
๏ง Team building for catering the requirements of business expansion and group formation was really a challenge, deployed delegation, succession, defined scope and JDs at each level and ultimately developed โresponsibility, authority and accountability syndicateโ
๏ง Got the financial and management reporting aligned and put the effective controls in place at group level, deployed a centralized ERP (Oracle Based) with multi-companies common database and reporting structure
๏ง Put significant efforts in developing official communication with foreign principal companies and put in place concept of communication protocol at group level
๏ง Did a lot of work on contractual / legal arrangements with foreign principals, local vendors, customers and dealers, this was basically a drastic shift from informal / verbal cooperation arrangements to legal and contractual binding documentation
๏ง Developed culture of corporate social responsibility (CSR) in all group companies and deployed admirable social cause projects at group level
Having 26 + years in shipping and logistics experience in a multinational organizations in Dubai - UAE worked all divisions like Finance / Operations / Administration & Marketing. Please go through my resume arrange to provide me an opportunity, I shall do my best to your expectations.
Student Direct Stream (SDS) offers fast and efficient processing of Study Permit Applications for Canada to students from Pakistan, India, China, Morocco, the Philippines. Senegal and Vietnam. The processing time is quick and within 20 calendar days for most of the applicants. Learn more about the requirements and eligibility in this presentation by our Toronto office team at Amir Ismail & Associates - www.amirismail.com
Learn about Canada's new Student Direct Stream and know if you meet the eligibility criteria. SDS offers processing in just 20 days to applicants from certain countries
Follow these 4 basic steps to apply for immigration to Canada via the Express Entry System. Express Entry provides an efficient and faster way to the Government of Canada to select suitable candidates and Invite them to apply for permanent residence through Express Entry Draws periodically. www.amirismail.com
New Occupations for Canada's Skilled Worker Program. Is your occupation eligible? A presentation by Toronto-based Authorized Canadian Immigration Adviser Mr. Amir Ismail for aspirants interested in immigrating to Canada and to check if their occupation is being considered for processing at this time. http://www.worldaia.com
Effective May 1, 2014, Citizenship and Immigration Canada will consider 25,000 applications for processing under its Federal Skilled Worker Program. Within the 25,000 cap, only 1,000 applications per eligible occupation will be considered for processing. Toronto-based Authorized Immigration Consultant Amir Ismail provides an in-depth analysis of the new policy and how different it is from its predecessor.
A comparison of proposed amendments in Canada's Citizenship Act by Amir Ismail and Associates (AIA) - Toronto based Authorized Canadian Immigration Consultants.
Updated presentation by Amir Ismail & Associates (AIA) - Toronto-based Licensed & Authorized Immigration Advisors regarding the new Canadian Immigration Program for Skilled Workers that would be commencing from 4 May 2013. http://www.amirismail.com
This presentation is no longer current. To view current version please follow the link: http://www.slideshare.net/amirismail/updated-presentation-canadas-new-federal-skilled-worker-program
Top Motivational Factors influencing the decision to immigrate to Canada. Prepared by Amir Ismail & Associates (AIA) Toronto Office - http://www.amirismail.com
http://www.facebook.com/canadaimmigration
Top reasons to study in Canada. Prepared by Amir Ismail & Associates (AIA) Toronto Office - http://www.amirismail.com
http://www.facebook.com/canadaimmigration
An overview of various Canadian Immigration Visa Categories available. Prepared by Amir Ismail & Associates (AIA) Toronto Office - http://www.amirismail.com
http://www.facebook.com/canadaimmigration
Testimonial of another successful client served by Amir Ismail & Associates - Authorized Canadian Immigration Advisers. http://www.amirismail.com
http://www.facebook.com/canadaimmigration
An easy to understand graphical representation of eligibility as a sponsor for spousal sponsorship program to Canada. Prepared by Amir Ismail & Associates (AIA) Toronto Office - http://www.amirismail.com
http://www.facebook.com/canadaimmigration
Presentation on Skilled Worker Selection Criteria for Immigration to Canada by the licensed, certified Canadian Immigration Consultant Mr. Amir Ismail - www.amirismail.com
Canada has included health professionals in its skilled worker priority occupation list to process their applications for permanent residence within 12 months. Talk to the Toronto-based licensed immigration practitioner Mr. Amir Ismail, authorized by the Canadian Government of your immigration needs - www.amirismail.com
Canada has included health professionals in its skilled worker priority occupation list to process their applications for permanent residence within 12 months. Talk to the Toronto-based licensed immigration practitioner Mr. Amir Ismail, authorized by the Canadian Government of your immigration needs - www.amirismail.com
Business Valuation Principles for EntrepreneursBen Wann
ย
This insightful presentation is designed to equip entrepreneurs with the essential knowledge and tools needed to accurately value their businesses. Understanding business valuation is crucial for making informed decisions, whether you're seeking investment, planning to sell, or simply want to gauge your company's worth.
Buy Verified PayPal Account | Buy Google 5 Star Reviewsusawebmarket
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Buy Verified PayPal Account
Looking to buy verified PayPal accounts? Discover 7 expert tips for safely purchasing a verified PayPal account in 2024. Ensure security and reliability for your transactions.
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[Note: This is a partial preview. To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
Sustainability has become an increasingly critical topic as the world recognizes the need to protect our planet and its resources for future generations. Sustainability means meeting our current needs without compromising the ability of future generations to meet theirs. It involves long-term planning and consideration of the consequences of our actions. The goal is to create strategies that ensure the long-term viability of People, Planet, and Profit.
Leading companies such as Nike, Toyota, and Siemens are prioritizing sustainable innovation in their business models, setting an example for others to follow. In this Sustainability training presentation, you will learn key concepts, principles, and practices of sustainability applicable across industries. This training aims to create awareness and educate employees, senior executives, consultants, and other key stakeholders, including investors, policymakers, and supply chain partners, on the importance and implementation of sustainability.
LEARNING OBJECTIVES
1. Develop a comprehensive understanding of the fundamental principles and concepts that form the foundation of sustainability within corporate environments.
2. Explore the sustainability implementation model, focusing on effective measures and reporting strategies to track and communicate sustainability efforts.
3. Identify and define best practices and critical success factors essential for achieving sustainability goals within organizations.
CONTENTS
1. Introduction and Key Concepts of Sustainability
2. Principles and Practices of Sustainability
3. Measures and Reporting in Sustainability
4. Sustainability Implementation & Best Practices
To download the complete presentation, visit: https://www.oeconsulting.com.sg/training-presentations
In the Adani-Hindenburg case, what is SEBI investigating.pptxAdani case
ย
Adani SEBI investigation revealed that the latter had sought information from five foreign jurisdictions concerning the holdings of the firmโs foreign portfolio investors (FPIs) in relation to the alleged violations of the MPS Regulations. Nevertheless, the economic interest of the twelve FPIs based in tax haven jurisdictions still needs to be determined. The Adani Group firms classed these FPIs as public shareholders. According to Hindenburg, FPIs were used to get around regulatory standards.
The world of search engine optimization (SEO) is buzzing with discussions after Google confirmed that around 2,500 leaked internal documents related to its Search feature are indeed authentic. The revelation has sparked significant concerns within the SEO community. The leaked documents were initially reported by SEO experts Rand Fishkin and Mike King, igniting widespread analysis and discourse. For More Info:- https://news.arihantwebtech.com/search-disrupted-googles-leaked-documents-rock-the-seo-world/
Cracking the Workplace Discipline Code Main.pptxWorkforce Group
ย
Cultivating and maintaining discipline within teams is a critical differentiator for successful organisations.
Forward-thinking leaders and business managers understand the impact that discipline has on organisational success. A disciplined workforce operates with clarity, focus, and a shared understanding of expectations, ultimately driving better results, optimising productivity, and facilitating seamless collaboration.
Although discipline is not a one-size-fits-all approach, it can help create a work environment that encourages personal growth and accountability rather than solely relying on punitive measures.
In this deck, you will learn the significance of workplace discipline for organisational success. Youโll also learn
โข Four (4) workplace discipline methods you should consider
โข The best and most practical approach to implementing workplace discipline.
โข Three (3) key tips to maintain a disciplined workplace.
Enterprise Excellence is Inclusive Excellence.pdfKaiNexus
ย
Enterprise excellence and inclusive excellence are closely linked, and real-world challenges have shown that both are essential to the success of any organization. To achieve enterprise excellence, organizations must focus on improving their operations and processes while creating an inclusive environment that engages everyone. In this interactive session, the facilitator will highlight commonly established business practices and how they limit our ability to engage everyone every day. More importantly, though, participants will likely gain increased awareness of what we can do differently to maximize enterprise excellence through deliberate inclusion.
What is Enterprise Excellence?
Enterprise Excellence is a holistic approach that's aimed at achieving world-class performance across all aspects of the organization.
What might I learn?
A way to engage all in creating Inclusive Excellence. Lessons from the US military and their parallels to the story of Harry Potter. How belt systems and CI teams can destroy inclusive practices. How leadership language invites people to the party. There are three things leaders can do to engage everyone every day: maximizing psychological safety to create environments where folks learn, contribute, and challenge the status quo.
Who might benefit? Anyone and everyone leading folks from the shop floor to top floor.
Dr. William Harvey is a seasoned Operations Leader with extensive experience in chemical processing, manufacturing, and operations management. At Michelman, he currently oversees multiple sites, leading teams in strategic planning and coaching/practicing continuous improvement. William is set to start his eighth year of teaching at the University of Cincinnati where he teaches marketing, finance, and management. William holds various certifications in change management, quality, leadership, operational excellence, team building, and DiSC, among others.
Company Valuation webinar series - Tuesday, 4 June 2024FelixPerez547899
ย
This session provided an update as to the latest valuation data in the UK and then delved into a discussion on the upcoming election and the impacts on valuation. We finished, as always with a Q&A
Improving profitability for small businessBen Wann
ย
In this comprehensive presentation, we will explore strategies and practical tips for enhancing profitability in small businesses. Tailored to meet the unique challenges faced by small enterprises, this session covers various aspects that directly impact the bottom line. Attendees will learn how to optimize operational efficiency, manage expenses, and increase revenue through innovative marketing and customer engagement techniques.
"๐ฉ๐ฌ๐ฎ๐ผ๐ต ๐พ๐ฐ๐ป๐ฏ ๐ป๐ฑ ๐ฐ๐บ ๐ฏ๐จ๐ณ๐ญ ๐ซ๐ถ๐ต๐ฌ"
๐๐ ๐๐จ๐ฆ๐ฌ (๐๐ ๐๐จ๐ฆ๐ฆ๐ฎ๐ง๐ข๐๐๐ญ๐ข๐จ๐ง๐ฌ) is a professional event agency that includes experts in the event-organizing market in Vietnam, Korea, and ASEAN countries. We provide unlimited types of events from Music concerts, Fan meetings, and Culture festivals to Corporate events, Internal company events, Golf tournaments, MICE events, and Exhibitions.
๐๐ ๐๐จ๐ฆ๐ฌ provides unlimited package services including such as Event organizing, Event planning, Event production, Manpower, PR marketing, Design 2D/3D, VIP protocols, Interpreter agency, etc.
Sports events - Golf competitions/billiards competitions/company sports events: dynamic and challenging
โญ ๐ ๐๐๐ญ๐ฎ๐ซ๐๐ ๐ฉ๐ซ๐จ๐ฃ๐๐๐ญ๐ฌ:
โข 2024 BAEKHYUN [Lonsdaleite] IN HO CHI MINH
โข SUPER JUNIOR-L.S.S. THE SHOW : Th3ee Guys in HO CHI MINH
โขFreenBecky 1st Fan Meeting in Vietnam
โขCHILDREN ART EXHIBITION 2024: BEYOND BARRIERS
โข WOW K-Music Festival 2023
โข Winner [CROSS] Tour in HCM
โข Super Show 9 in HCM with Super Junior
โข HCMC - Gyeongsangbuk-do Culture and Tourism Festival
โข Korean Vietnam Partnership - Fair with LG
โข Korean President visits Samsung Electronics R&D Center
โข Vietnam Food Expo with Lotte Wellfood
"๐๐ฏ๐๐ซ๐ฒ ๐๐ฏ๐๐ง๐ญ ๐ข๐ฌ ๐ ๐ฌ๐ญ๐จ๐ซ๐ฒ, ๐ ๐ฌ๐ฉ๐๐๐ข๐๐ฅ ๐ฃ๐จ๐ฎ๐ซ๐ง๐๐ฒ. ๐๐ ๐๐ฅ๐ฐ๐๐ฒ๐ฌ ๐๐๐ฅ๐ข๐๐ฏ๐ ๐ญ๐ก๐๐ญ ๐ฌ๐ก๐จ๐ซ๐ญ๐ฅ๐ฒ ๐ฒ๐จ๐ฎ ๐ฐ๐ข๐ฅ๐ฅ ๐๐ ๐ ๐ฉ๐๐ซ๐ญ ๐จ๐ ๐จ๐ฎ๐ซ ๐ฌ๐ญ๐จ๐ซ๐ข๐๐ฌ."
Complete Occupation Guide for Finance and Accounting Professionals Interested in immigrating to Canada.
1. Amir Ismail & Associates (AIA)
First Canadian Place, Suite 5700, 57th Floor, 100 King
Street West, Toronto, Canada
www.worldaia.com โ 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 โ 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 โ 001-647-835-0660, 416-913-0230
S.No. Occupations
Applications
allowed
1. Senior Managers โ 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 โ 001-647-835-0660, 416-913-0230
Senior Managers โ Financial Services
What do they do
โข 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
โข Authorize and organize the establishment of major departments
and associated senior staff positions
โข 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
โข Select middle managers, directors or other executive staff;
delegate the necessary authority to them and create optimum
working conditions
โข 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) โ telephone company
chief financial officer (CFO) โ advertising agency
chief operating officer โ engineering firm
executive director, credit union
executive vice-president, real estate agency
general manager, real estate management company
president and chief executive officer โ financial, communications and
other business services
president, advertising agency
president, computing service company
regional vice-president, trust company
vice-president, human resources โ bank
vice-president, marketing โ clerical staff services
vice-president, operations โ 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 โ 001-647-835-0660, 416-913-0230
Financial Managers
What do they do
โข Plan, organize, direct, control and evaluate the operation of an accounting,
audit or other financial department
โข Develop and implement the financial policies, systems and procedures of
an establishment
โข Prepare or co-ordinate the preparation of financial statements, summaries,
and other cost-benefit analyses and financial management reports
โข Co-ordinate the financial planning and budget process, and analyze and
correct estimates
โข Supervise the development and implementation of financial simulation
models
โข 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
โข Recruit, organize, train and manage staff
โข Act as liaison between the organization and its shareholders, the investing
public and external financial analysts
Example of titles
controller โ financial services
director โ 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.
โข Establish profitability standards for investment activities and
handle mergers and/or acquisitions
โข 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 โ 001-647-835-0660, 416-913-0230
Financial Auditors & Accountants
What do they do โ Financial Auditors
โข 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
โข Prepare detailed reports on audit findings and make
recommendations to improve individual or establishment's accounting
and management practices
โข Conduct field audits of businesses to ensure compliance with
provisions of the Income Tax Act, Canadian Business Corporations
Act or other statutory requirements
โข 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 โ Accountants
โข Plan, set up and administer accounting systems and
prepare financial information for individuals, departments
within organizations, businesses and other establishments
โข Examine accounting records and prepare financial
statements and reports
โข Develop and maintain cost finding, reporting and internal
control procedures
โข Examine financial accounts and records and prepare
income tax returns from accounting records
โข Analyze financial statements and reports and provide
financial, business and tax advice
โข May act as a trustee in bankruptcy proceedings
โข 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 โ 001-647-835-0660, 416-913-0230
Financial & Investment Analysts
What do they do โ Financial Analysts
โข Evaluate financial risk, prepare financial forecasts, financing
scenarios and other documents concerning capital management, and
write reports and recommendations
โข Plan short- and long-term cash flows and assess financial
performance
โข Analyze investment projects
โข Advise on and participate in the financial aspects of contracts and
calls for tender
โข Follow up on financing projects with financial backers
โข Develop, implement and use tools for managing and analyzing
financial portfolio
โข Prepare a regular risk profile for debt portfolios
โข 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 โ 001-647-835-0660, 416-913-0230
Financial & Investment Analysts
What do they do โ Investment Analysts
โข 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
โข Examine and analyze financial and investment information collected,
including profiles of companies, stock and bond prices, yields and
future trends and other investment information
โข Provide investment advice and recommendations to clients, senior
company officials, pension fund managers, securities agents and
associates
โข 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 โ 001-647-835-0660, 416-913-0230
Securities agents, investment
dealers and brokers
What do they do โ Security Agents
โข 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
โข 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
โข 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
โข Monitor clients' investment portfolios and ensure that
investment transactions are carried out according to
industry regulations.Example of titles
annuity representative โ
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 โ 001-647-835-0660, 416-913-0230
Other Financial Officers
What do they do โ 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 โ 001-647-835-0660, 416-913-0230
Other Financial Officers
What do they do โ 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 โ 001-647-835-0660, 416-913-0230
Other Financial Officers
What do they do โ 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 โ 001-647-835-0660, 416-913-0230
Other Financial Officers
What do they do โ 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 โ 001-647-835-0660, 416-913-0230
Other Financial Officers
What do they do โ 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 โ 001-647-835-0660, 416-913-0230
Other Financial Officers
What do they do โ 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 โ 001-647-835-0660, 416-913-0230
Supervisors, finance and insurance
office workers
What do they do
โข Examine and verify accuracy of work and authorize
routine payments, credits and other transactions
โข Establish work schedules and procedures and co-
ordinate activities with other work units or departments
โข Resolve work-related problems and prepare and submit
progress and other reports
โข Identify training needs and train workers in job duties
and company policies
โข Requisition supplies and materials
โข Ensure smooth operation of computer systems and
equipment and arrange for maintenance and repair work
โข 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.
โข 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 โ 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 โ 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