Investment Analyst - Please help

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Investment Analyst - Please help

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Old 12-21-2009, 11:14 PM
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Investment Analyst - Please help


I am an investment analyst with the CFA (charter financial Analyst) certification and have a master degree in finance.
My questions are:
1) Is investment analyst part of the SOL list of jobs? It is not clear if it should fall under the Accountant category or the Financial Investment Advisor? Can somebody advise?
2) My wife is pregnant, so should I await for the baby to be born, before submitting the application or is it quicker if I already submit the application and send the details of the new born at a latter date.
3) Do you recommend to use an agent? If yes any names?


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Old 12-22-2009, 01:32 AM
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Hi kmen and welcome to the forum,

You ought to have a look at the occupational categories you're considering and then check out the sites of the assessing authorities, details at rear of SOL list and via the assessing authorities you'll be able to find out what occupation[s] your qualifications will be good for re assessment.

You need to have an assessment which is done separate to a visa application before submitting a visa application and once you have that, you can do a self assessment via the table you'll find under the eligibility section of a 175/176 visa.

How long you take to get an occupation assessment done and how far off is the birth will determine whether you include your baby as a secondary applicant along with your wife, though you can add a baby as a secondary applicant to an application that has been lodged but not decided upon.

The decision making process is quite lengthy at the moment, especially if you do not have an occupation on the Critical Skill List and you ought to have a read of the Whats New info re Priority Processing FAQ you'll find second in list linked from Professionals and other Skilled Migrants - Workers - Visas & Immigration
There's also a sticky thread at top of this section.

As to whether you use an agent or not, it is not rocket science to do an application but you do need to commit to thoroughly reading all the information available on visas, there being eligibility and applying for this visa sections which are most important and the latter having a Checklist which is good value.
Having studied at University level, all that ought to be easily handled but if you feel you haven't the time and money is less important, some people in that situation use agents.

When you use an agent, you'll still need to make the time to collate information to hand over and have some idea of what you hope the agent will achieve for you but at the same time you do lose some control over the process.

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Old 12-22-2009, 01:52 AM
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Many thanks for the reply.
One more question, as a Canadian passport holder (English is not my first language), do I still have to do the IELTS test?


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Old 12-22-2009, 03:33 AM
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As a Canadian passport holder I imagine you're also classed as a citizen and so would be eligible for 15 points without an IELTS test as stated under eligibility, ie.
The English language threshold is at the competent English level and this will give you 15 points.

You also meet the English language threshold and will receive 15 points if you hold a valid passport from, and are a citizen of, one of the following countries:

•United Kingdom (UK)
•New Zealand
•United States of America (USA)
•Republic of Ireland.
If you wish to claim 25 points you will need to meet the required English language test results for proficient English.
Interesting that as I presume even French speaking Canadians have a good grasp of English and that is what DIAC must presume too [ and then are there ever French speaking immigrants to Canada that gain citizenship and a passport without having a great grasp of english if they live in the French speaking parts?]

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Old 12-22-2009, 11:20 AM
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Thank you.
As a matter of fact, there is a lot of french speaking canadians that do not have a good grasp of English. Also, most of the immigrants in the french part do not speak english.


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