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- Financial sales representatives
Skill Paths for Financial sales representatives
The following occupations share matching job skills with Financial sales representatives and may be of interest:
Financial and investment analysts collect and analyze financial information such as economic forecasts, trading volumes and the movement of capital, financial backgrounds of companies, historical performances and future trends of stocks, bonds and other investment instruments to provide financial and investment or financing advice for their company or their company's clients. Their studies and evaluations cover areas such as takeover bids, private placements, mergers or acquisitions. Financial analysts are employed by 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. Investment analysts are employed primarily by brokerage houses and fund management companies.
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- Accounting
- Bookkeeping
- Brokerage
- Business Acumen
- Business Administration
- Category Management
- Compliance Requirements
- Data Visualization
- Financial Analysis
- Financial Data
- Financial Planning
- Financial Services
- Financial Statements
- Investments
- Loans
- Management
- Mathematics
- Motion Analysis
- Operational Risk
- Personal Finance
- Sales
- Sales Training
- Statistics
- Strategic Planning
- Tax Preparation
- Treasury Management
- Wealth Management
Knowledge Gaps
None found.
Both Occupations’ Skills
- Action Oriented
- Analytics
- Anomaly Detection
- Attention to Detail
- Budgeting
- Consolidation
- Continuous Learning
- Creativity
- Critical Thinking
- Customer Service
- Decision Making
- Detail Oriented
- Innovation
- Interpersonal Skills
- Leadership
- Literacy
- Mediation
- Organizational Skills
- Performance Management
- Performance Metric
- Presentations
- Problem Solving
- Process Improvements
- Project Management
- Public Speaking
- Quality Assurance
- Reconciliation
- Research
- Resourcefulness
- Risk Management
- Service Quality
- Teamwork
- Tolerance
- Visualization
- Work Independently
- Writing
Skill Gaps
None found.
Both Occupations’ Tools & Technologies
Tool & Technology Gaps
None found.
Paralegals prepare legal documents and conduct research to assist lawyers or other professionals. Independent paralegals provide legal services to the public as allowed by government legislation, or provide paralegal services on contract to law firms or other establishments. Justices of the peace administer oaths, issue subpoenas, summonses and warrants and perform other court-related duties such as conducting bail hearings. Notaries public administer oaths, take affidavits, sign legal documents and perform other activities according to the scope of their practice. Trademark agents advise clients on intellectual property matters. Paralegals are employed by law firms, by record search companies and in legal departments throughout the public and private sectors. Independent paralegals are usually self-employed. Justices of the peace are employed by federal, provincial, municipal, and territorial courts. Notaries public are employed by government and in the public and private sectors or they may be self-employed. Trademark agents are employed by law firms and legal departments throughout the public and private sectors, trademark development and search firms or they may be self-employed.
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Knowledge Gaps
None found.
Both Occupations’ Skills
Skill Gaps
Both Occupations’ Tools & Technologies
No overlap found.
Tool & Technology Gaps
Telecommunication carriers managers plan, organize, direct, control and evaluate the operations of a telecommunications establishment, department or facility. They are employed by wired, wireless, satellite and other telecommunications carriers.
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Knowledge Gaps
Both Occupations’ Skills
Skill Gaps
Accommodation, travel, tourism and related services supervisors supervise and coordinate the activities of hotel accommodation service clerks, casino workers, reservation clerks and other travel and accommodations workers not elsewhere classified. They are employed by service establishments throughout the public and private sectors.
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Skill Gaps
Both Occupations’ Tools & Technologies
No overlap found.
Tool & Technology Gaps
Administrators in post-secondary education and vocational training include faculty administrators and registrars of colleges or universities and administrators of vocational training schools. Faculty administrators manage the academic and related activities of faculties of colleges or universities. Registrars manage registration activities and academic records systems of colleges or universities. Administrators of vocational training schools manage the operations of vocational schools specializing in trades, technology, business or other vocational subjects.
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Knowledge Gaps
None found.
Customer services representatives in financial institutions process customers' financial transactions and provide information on related banking products and services. They are employed by banks, trust companies, credit unions and similar financial institutions.
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Knowledge Gaps
Senior managers in financial, communications and other business services are usually appointed by a board of directors, to which they report. They work either alone or in conjunction with the board of directors to develop and establish objectives for the company, and to develop or approve policies and programs. They plan, organize, direct, control and evaluate, through middle managers, the operations of their organization in relation to established objectives. They work in establishments throughout the telecommunications, finance, insurance, real estate, and data processing, hosting and related services industries as well as other business service industries or they may own and operate their own business.
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Knowledge Gaps
Both Occupations’ Skills
Supervisors of general office and administrative support workers supervise and coordinate the activities of workers in the following minor groups: Office support and court services occupations (1410) and Survey, statistical and data entry occupations (1411). They are employed throughout the public and private sectors.
Learn More FollowGovernment managers in health and social policy development and program administration plan, organize, direct, control and evaluate the development and administration of health care policies, social policies and related programs designed to protect and promote the health and social welfare of individuals and communities. They are employed by all levels of government.
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No overlap found.
Knowledge Gaps
Both Occupations’ Skills
Both Occupations’ Tools & Technologies
No overlap found.
Tool & Technology Gaps
Journalists research, investigate, interpret and communicate news and public affairs through newspapers, television, radio and other media. They are employed by radio and television networks and stations, newspapers and magazines. Journalists may also work on a freelance basis.
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Knowledge Gaps
Both Occupations’ Skills