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).

Tasks

  • 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

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

    Skills

  • Service and Care Help -
    • Cleaning and House/Shop Keeping
    • Tending to Daily Needs
    • Cooking, Preparing, Serving
    • Serving Others
    • Protecting and Enforcing
    • Treating People/Animals
    • Counselling and Nurturing
  • Communication Help -
    • Interviewing
    • Promoting and Selling
    • Advising and Consulting
    • Professional Communicating
    • Teaching and Training
    • Liaising and Networking
    • Negotiating and Adjudicating
  • Analysis Help -
    • Inspecting and Testing
    • Analyzing Information
    • Examining and Diagnosing
    • Planning
    • Researching and Investigating
    • Projecting Outcomes

    Knowledge

  • Law and Public Safety Help -
    • Public Safety and Security
    • Law, Government, and Jurisprudence
  • Business, Finance and Management Help -
    • Client Service
    • Marketing
    • Sales
    • Clerical
    • Personnel and Human Resources
    • Accounting
    • Economics
    • Finance
    • Business Administration
    • Business Management
Labour Market Information Survey
Date modified: