by Kevin McQuillan and Jennifer Hoffman
from the Population Studies Centre, University of Western Ontario, published in November of 2000.

Report funded by Human Resources Development Canada

Table of Contents

• EXECUTIVE SUMMARY
• INTRODUCTION
• INDUSTRY OVERVIEW
• OUTLOOK FOR EMPLOYMENT
• Financial Managers
• Insurance Manager
• Banking and Other Investment Managers
• Accountants
• Financial and Investment Analysts
• Financial Planner
• Mathematicians, System Analysts, and Programmers
• Insurance Adjusters and Claims Examiners
• Insurance Agent
• Supervisors, Finance and Insurance Clerks
• Tellers
• Banking, Insurance and Financial Clerks
• Customer Service, Information and Related Clerks
• ISSUES AFFECTING EMPLOYMENT IN THE FINANCIAL SERVICES SECTOR
• Advancements in Technology
• Bank Branches of Tomorrow
• Financial Planning and Customer Service
• Regulation of Financial Planners
• Barriers and Benefits to Entering the Industry
• APPENDICES
• Appendix A: Methodology
• Appendix B: Occupational Overview
• Appendix C: OCCUPATIONAL PROFILES
• Occupation: Tellers Financial Services - NOC: 1433
• Occupation: Financial Manager - NOC: 0111
• Occupation: Insurance Agent - NOC: 623
• Occupation: Banking and Other Investment Managers - NOC: 0122.1
• Occupation: Financial Planner - NOC: 1114.1
• Occupation: Insurance Manager -NOC: 0121.1
• Occupation: Insurance Adjusters and Claims Examiners - NOC: 1233
• Occupation: Banking, Insurance and Financial Clerks - NOC: 1434
• Occupation: Supervisors, Finance and Insurance Clerks - NOC: 1212
• Occupation: Financial and Investment Analysts - NOC: 1112
• Occupation: Accountants - NOC: 1111.2
• Occupation: Mathematicians, Systems Analysts and Computer Programmers - NOC: 216
• Occupation: Customer Service, Information and Related Clerks - NOC: 1453
• Appendix D: Mailing Addresses of Employers Interviewed
• Appendix E: List of Employers Contacted and Interviewed
• Appendix F: List of Acronyms and Designations

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