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NOC 11102: Financial advisors
NOC 11102 is a TEER 1 occupation. It counts as skilled work for Express Entry under FSW and CEC. It is not on any 2026 category list, so candidates compete in general and program rounds.
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Financial advisors counsel individuals on financial decisions such as investments, cash management, and estate planning. They establish personal financial plans according to clients' objectives and guide them through the implementation of the proposed strategies that may be adjusted as the situation evolve. They are employed by banks, trust companies and investment firms, or they may be self-employed.
Job titles filed under this code
Official example titles
- account manager
- financial advisor
- financial consultant
- financial planner
- financial security advisor
- personal finance advisor
- personal investment advisor
Main duties
This group performs some or all of the following duties:
- 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
- May help to expand business and attract new clients.
What this code means for Express Entry
TEER 0–3 work counts toward the Federal Skilled Worker Program.
One year of this work in Canada can qualify for the Canadian Experience Class.
Not in a Federal Skilled Trades group.
CRS points from November 3, 2026
NOC 11102 is on IRCC's high-wage occupations list at the 1.3x level. From November 3, 2026, at least 12 months (1,560 hours) of Canadian work in it adds 20 points to your Canadian work experience points in the CRS, and a valid job offer in it is worth 50 points; the higher of the two counts. No LMIA is needed.
IRCC high-wage list (list from 2023 to 2025 wage data, read 2026-10-16) · CRS calculator with the new rules
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Employment requirements
- A bachelor's degree in business administration, commerce, economics or a related field is usually required.
- The designation Certified Financial Planner, awarded by the Financial Planners Standards Council of Canada, may be required.
- To sell regulated financial products and investments, such as annuities, RRSPs and life insurance, a licence is required from the appropriate governing body.
- Certification as a Financial Planner is required in Quebec.
- Various training programs and courses are offered by financial institutes and organizations, such as the Canadian Securities Institute, Institute of Canadian Bankers, CFA Institute, Investment Funds Institute, Canadian Institute of Financial Planning, and Trust Companies Institute of Canada, and may be required by employers.
Good to know
- While these kinds of positions require a high degree of training and qualifications, persons who occupy them must continually update their skills and pursue professional development.
- Progression to financial management positions is possible with experience.