Skills Personal Trust Officer near Edmonton (AB)

National Occupational Classification update

We have updated this page to reflect the transition to the 2021 version of the National Occupational Classification (NOC). This means that the occupation "personal trust officer" was moved from the group Other financial officers (NOC 1114) to the group Other financial officers (NOC 11109).

Find out what skills you typically need to work as a personal trust officer in Canada. These skills are applicable to all Other financial officers (NOC 11109).


  • Identify clients' financial goals and objectives
  • Supervise staff
  • Analyze clients' financial records
  • Develop financial plans for clients
  • Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
  • Arrange for sale of financial products and investments
  • Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
  • Investigate possible unethical conduct or breeches of securities or commodity futures law
  • Underwrite new issues of stocks and bonds
  • Negotiate with corporations and government to determine the type and terms of new securities issue
  • Prepare offering prospectus for new issues of stocks and bonds
  • Negotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of client
  • Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds

Skills and Knowledge Checklist

The following skills and knowledge are usually required in this occupation.


  • Analysis Help -
    • Projecting Outcomes
    • Researching and Investigating
    • Planning
    • Analyzing Information
  • Service and Care Help -
    • Serving Others
  • Communication Help -
    • Negotiating and Adjudicating
    • Liaising and Networking
    • Advising and Consulting


  • Law and Public Safety Help -
    • Law, Government, and Jurisprudence
  • Business, Finance and Management Help -
    • Business Administration
    • Finance
    • Economics
    • Accounting
    • Sales
    • Client Service
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