chartered business valuator (CBV)

Responsibilities

Tasks

• Appraise value of property and buildings
• Assess value of land, buildings, structures and property improvements for taxation, grants and regional planning prior to purchase or sale
• Collect and analyze financial records of a business, such as financial statements, budgets, projections and sales data
• Appraise value of industrial and commercial machinery and equipment
• Assess business's competitiveness based on analysis of data
• Assess value of machinery and equipment for taxation, grants and regional planning prior to purchase or sale
• Analyze a company's financial records to assess its competitiveness or market value
• Appraise value of personal and household items
• Review and analyze data such as past sales, title searches, engineering and alignment maps and soil maps
• Prepare appraisal reports for lending agencies and insurance companies
• Prepare reports for estate planning, matrimonial litigation, insurance and business losses
• Review and analyze data such as subdivision, water and sewer plans
• Appear as an expert witness before courts, security regulators and other regulatory boards and commissions
• Prepare appraisal reports for government departments
• Review and analyze data such as location cost data and easements
• Explain assessment process to ratepayers
• Prepare appraisal reports for courts, attorneys, and creditors
• Prepare appraisal reports for buyers or auctioneers

Credentials

Certificates, licences, memberships, and courses 

• Chartered Business Valuator (CBV)
• Canadian Institute of Chartered Business Valuators Accreditation
• Appraisal Institute of Canada Accreditation
• Provincial Municipal Assessment Accreditation
• Canadian National Association of Real Estate Appraisers (CNAREA)
• Canadian Residential Appraiser (CRA)
• Fellow of the Real Estate Institute (FRI)

Experience and specialization

Computer and technology knowledge

• MS Access
• MS Excel
• MS Office
• MS Outlook
• MS PowerPoint
• MS Word
• Accounting software

Assessor and appraiser specialization

• Accident damaged automobiles
• Residential buildings and property
• Commercial and industrial buildings and property
• Construction and industrial equipment

Valuator specialization

• Purchase and sale of businesses
• Corporate reorganizations
• Mergers
• Shareholder agreements
• Estate planning
• Matrimonial litigation
• Insurance losses
• Business losses
• Incorporation, income tax, expropriation and family law

Specialization or experience

• Green economy sector
• Specialized environmental skills and knowledge

Additional information

Security and safety

• Bondable
• Basic security clearance
• Enhanced reliability security clearance
• Criminal record check

Transportation/travel information

• Valid driver's licence
• Own transportation
• Own vehicle
• Public transportation is available

Work conditions and physical capabilities

• Fast-paced environment
• Work under pressure
• Tight deadlines
• Attention to detail
• Large caseload
• Large workload
• Overtime required

Own tools/equipment

• Cellular phone

Personal suitability

• Accurate
• Client focus
• Dependability
• Excellent oral communication
• Excellent written communication
• Flexibility
• Initiative
• Judgement
• Organized
• Reliability
• Team player

Benefits

Financial benefits

• Bonus
• Commission
• Gratuities
• Stocks/shares

Other benefits

• Free parking available
• Learning/training paid by employer
• Other benefits