TERMIUM Plus®
The Government of Canada’s terminology and linguistic data bank.
financial advisor [3 records]
Record 1 - external organization data 2022-12-09
Record 1, English
Record 1, Subject field(s)
- Compartment - National Occupational Classification (NOC)
Record 1, Main entry term, English
- financial advisor
1, record 1, English, financial%20advisor
correct
Record 1, Abbreviations, English
Record 1, Synonyms, English
- financial consultant 1, record 1, English, financial%20consultant
correct
Record 1, Key term(s)
- financial adviser
Record 1, French
Record 1, Domaine(s)
- Tiroir – Classification nationale des professions (CNP)
Record 1, Main entry term, French
- conseiller financier
1, record 1, French, conseiller%20financier
correct, masculine noun
Record 1, Abbreviations, French
Record 1, Synonyms, French
- conseillère financière 1, record 1, French, conseill%C3%A8re%20financi%C3%A8re
correct, feminine noun
Record 1, Textual support, French
Record 1, Spanish
Record 1, Textual support, Spanish
Record 2 - internal organization data 2015-04-23
Record 2, English
Record 2, Subject field(s)
- Occupation Names (General)
- Financial and Budgetary Management
- Citizenship and Immigration
Record 2, Main entry term, English
- financial advisor
1, record 2, English, financial%20advisor
correct
Record 2, Abbreviations, English
Record 2, Synonyms, English
- financial counsellor 2, record 2, English, financial%20counsellor
correct
- financial adviser 3, record 2, English, financial%20adviser
correct
Record 2, Textual support, English
Record number: 2, Textual support number: 1 CONT
A financial adviser is a person that advises another on the most favourable strategy or method of investing his/her funds, bearing in mind age, finances, responsibilities, health, etc. A financial adviser can be independent, that is he/she will suggest the most favourable products from any source, or be tied to a financial institution, bank, insurance company, etc., and only recommend their products. That person must be licensed by the appropriate regulatory organisation. To give advice without the necessary authority is a criminal offence. [Klein, Gerald. Dictionary of Banking. Pitman Publishing, 1995]. 3, record 2, English, - financial%20advisor
Record number: 2, Textual support number: 2 CONT
Care should be taken not to confuse the function of financial administration with organizational responsibility. Many of the matters discussed in ... [the Guide on Financial Administration] concern the responsibilities of every manager for managing financial resources; others refer to services normally provided by financial advisors or their equivalents; and still others may often be provided by staff providing other functional services. 4, record 2, English, - financial%20advisor
Record 2, Key term(s)
- financial adviser
- financial counselor
Record 2, French
Record 2, Domaine(s)
- Désignations des emplois (Généralités)
- Gestion budgétaire et financière
- Citoyenneté et immigration
Record 2, Main entry term, French
- conseiller financier
1, record 2, French, conseiller%20financier
correct, masculine noun
Record 2, Abbreviations, French
Record 2, Synonyms, French
- conseillère financière 2, record 2, French, conseill%C3%A8re%20financi%C3%A8re
correct, feminine noun
Record 2, Textual support, French
Record 2, Spanish
Record 2, Campo(s) temático(s)
- Nombramiento de cargos (Generalidades)
- Gestión presupuestaria y financiera
- Ciudadanía e inmigración
Record 2, Main entry term, Spanish
- asesor financiero
1, record 2, Spanish, asesor%20financiero
correct, masculine noun
Record 2, Abbreviations, Spanish
Record 2, Synonyms, Spanish
- consejero financiero 1, record 2, Spanish, consejero%20financiero
correct, masculine noun
Record 2, Textual support, Spanish
Record 3 - internal organization data 1993-01-11
Record 3, English
Record 3, Subject field(s)
- Government Positions
Record 3, Main entry term, English
- Financial Advisor
1, record 3, English, Financial%20Advisor
see observation
Record 3, Abbreviations, English
Record 3, Synonyms, English
Record 3, Textual support, English
Record number: 3, Textual support number: 1 OBS
In use at the Department of Indian Affairs and Northern Development. 2, record 3, English, - Financial%20Advisor
Record 3, French
Record 3, Domaine(s)
- Postes gouvernementaux
Record 3, Main entry term, French
- Conseiller financier
1, record 3, French, Conseiller%20financier
see observation
Record 3, Abbreviations, French
Record 3, Synonyms, French
Record 3, Textual support, French
Record number: 3, Textual support number: 1 OBS
En usage au ministère des Affaires indiennes et du Nord canadien. 2, record 3, French, - Conseiller%20financier
Record 3, Spanish
Record 3, Textual support, Spanish
Copyright notice for the TERMIUM Plus® data bank
© Public Services and Procurement Canada, 2024
TERMIUM Plus®, the Government of Canada's terminology and linguistic data bank
A product of the Translation Bureau
Features
Language Portal of Canada
Access a collection of Canadian resources on all aspects of English and French, including quizzes.
Writing tools
The Language Portal’s writing tools have a new look! Easy to consult, they give you access to a wealth of information that will help you write better in English and French.
Glossaries and vocabularies
Access Translation Bureau glossaries and vocabularies.
- Date Modified: