Financial and investment analysts

Annual Earnings

$83,424

Training, Education, Experience and Responsibilities

University Degree

Job Openings
(2024-2034)

1,980

Career Overview

Financial and investment analysts:

Collect and analyze financial information so as to provide financial and investment or financing advice for their company or their company's clients
Cover areas such as takeover bids, private placements, mergers or acquisitions
Work for 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

Duties

Financial analysts:

Evaluate financial risk, prepare financial forecasts, approaches and other documents concerning capital management, and write reports and recommendations
Plan short and long-term cash flows and assess financial performance
Evaluate investment projects
Advise on and participate in the financial aspects of contracts and calls for tender
Follow up on financing projects with financial backers
Develop, put into use and use tools for managing and evaluating financial record
Prepare a regular risk profile for debt records
Assist in preparing operating and investment budgets

Investment analysts:

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
Examine and evaluate financial and investment information collected, including profiles of companies, stock and bond prices, yields and future trends and other investment information
Provide investment advice and recommendations to clients, senior company officials, pension fund managers, securities agents and associates
Prepare company, industry and economic outlooks, analytical reports, briefing notes and correspondence

Earnings

Earnings is income that workers receive in exchange for their labour. Depending on the type of employment, earnings can be in the form of wages (hourly), salaries (fixed monthly or annual) or self-employed earnings.

Annual Earnings

$83,424

Provincial Hourly Rate

High

$61.54/hr

Median

$40.00/hr

Low

$29.44/hr

Source: B.C. Labour Market Information Office, derived from 2024 Job Bank Wage data

Work Environment

# Workers Employed

4,970

% Employed Full Time

76%

Source: 2021 Census

Work in this occupation is typically performed in a structured environment, such as an office.

Career Pathways

Promotion to management positions, such as securities manager, is possible with experience.

Related Careers

Occupational Interests

It’s important to understand what kinds of occupations align with your interests.

For more about occupational interests visit Skills for the Future Workforce > Characteristics.

Here are the top occupational interest(s) for this career profile:

Conventional

(

Organizers

)

Investigative

(

Thinkers

)

Enterprising

(

Persuaders

)

Job Titles

Chartered financial analyst

Financial analyst

Financial services research associate

Investment analyst

Money market analyst

Portfolio manager

Education, Training and Skills

A bachelor's degree in commerce, business administration or economics
and
On-the-job training and industry courses and programs are usually required.
A master's degree in business administration (MBA) (concentration in finance) or in finance may be required.
The Chartered Financial Analyst (CFA) designation, available through a program conducted by the Institute of Chartered Financial Analysts in the United States, may be required by some employers.

Workers who are certified for an occupation by a regulator elsewhere in Canada can apply for the same certification from the regulator in B.C. Under the terms of the Canadian Free Trade Agreement (CFTA), most applicants who are transferring their credentials from elsewhere in Canada will not be required to complete additional training or testing. However, the B.C. regulator may ask applicants to provide further information such as a letter of good standing, references, or criminal record check.

For those who trained outside of Canada and never received certification from any Canadian jurisdiction, a full assessment is likely needed. Most occupational regulators have a process for assessment and recognize internationally trained applicants.

For information about labour mobility in Canada, visit www.workersmobility.ca.

View a list of Professional Regulatory Authorities in B.C.

Education programs in B.C.

The following program areas are related to this occupation:

Finance
Economics (Arts)
Economics (Science)
Economics

Find out more information about programs offered specifically for this career.

Visit EducationPlannerBC

Skills

Every job calls for a certain set of skills. Knowing those skills is the first step in finding a good career fit.

Here, you will find the 10 most relevant workplace skills. Some are more important to achieving success in a certain career than others. These skills may come naturally to you or you may need to gain them through education, training and experience.

See the list of work-related skills below, ranked in order of importance for this career. Check out the list and see if this career matches your skills—take that first step!

Data not available

Labour Market Statistics

Discover data, facts and information that have been gathered and analyzed. Learn about the characteristics of the economy and labour market in B.C.

Employment

Find out about employment types and trends by region and industry.

Employment

4,970

Source: 2021 Census

Employment by Region

Cariboo

Kootenay

Mainland/Southwest

North Coast and Nechako

Northeast

Thompson-Okanagan

Vancouver Island/Coast

Region	Employment	% Employment of this Occupation
Cariboo	40	0.8%
Kootenay	25	0.5%
Mainland/Southwest	3,895	78.4%
North Coast and Nechako	25	0.5%
Northeast	0	0.0%
Thompson-Okanagan	265	5.3%
Vancouver Island/Coast	710	14.3%

Source: 2021 Census

Labour Market Outlook

The B.C. Labour Market Outlook is a 10-year forecast of the expected supply and demand for labour in the province. It’s usually updated every year. The purpose is to provide British Columbians with the knowledge to make informed decisions on careers, skills training, education and hiring.

Forecasted Job Openings (2024-2034)

1,980

Source: B.C. Labour Market Outlook

Forecasted Job Openings

Forecasted Employment Growth Rate

Composition of Job Openings

Source: B.C. Labour Market Outlook

Job Openings by Region (2024-2034)

Cariboo

Kootenay

Mainland/Southwest

North Coast and Nechako

Northeast

Thompson-Okanagan

Vancouver Island/Coast

Region	Job Openings	Avg. Annual Employment Growth
Cariboo	20	0.6%
Kootenay	Not available	Not available
Mainland/Southwest	1,620	1.4%
North Coast and Nechako	Not available	Not available
Northeast	Not available	Not available
Thompson-Okanagan	110	0.4%
Vancouver Island/Coast	240	0.4%

Source: B.C. Labour Market Outlook

Industry Highlights

Learn about the opportunities in B.C.'s major industries, including employment trends, earning potential, locations of work and more.

Forecasted Job Openings by Industry

Industry	Job Openings (2024-2034)
Finance, Insurance and Real Estate	1,250
Public Administration	170
Professional, Scientific and Technical Services	170
Health Care and Social Assistance	70
Retail Trade	50

For additional industry information, visit the Industry Profiles page.

Source: B.C. Labour Market Outlook