person_searchOverview
This unit group includes professional occupations in finance not elsewhere classified such as financial planners, financial examiners and inspectors, financial investigators, financial underwriters, mortgage brokers and trust officers.
schoolEducation
A bachelor's degree in business administration, commerce, economics or a related field is usually required.
Various training programs and courses are offered by financial institutes and organizations, such as the Canadian Securities Institute, Institute of Canadian Bankers, Institute of Chartered Financial Analysts, Investment Funds Institute, Canadian Institute of Financial Planning, and Trust Companies Institute of Canada, and may be required by employers.
The designation Personal Financial Planner, awarded by the Financial Planners Standards Council of Canada, may be required.
Financial planners who sell regulated financial products and investments, such as annuities, RRSPs and life insurance, are required to be licensed by the appropriate governing body.
Financial examiners and inspectors may require a recognized accounting designation.
Mortgage brokers require a real estate licence in Quebec and a mortgage broker licence in Newfoundland and Labrador, Nova Scotia, Ontario, Manitoba, Saskatchewan, Alberta and British Columbia.
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University of Waterloo
Waterloo, Ontario, CA
Related Program(s): Economics Bachelor; Co-op; Honours Sport and Recreation Management Bachelor; Co-op; Honours
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Liberty University
Lynchburg, Virginia, US
Related Program(s): Business Administration - General Track Bachelor; Online Business Administration Bachelor
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Regent's University London
London, England, GB
Related Program(s): Business and Data Science Bachelor; Honours Business and Psychology Bachelor; Honours
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Memorial University – St. John’s Campus
St. John's, Newfoundland and Labrador, CA
Related Program(s): Economics (BA) Bachelor Commerce Bachelor; Online
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Centennial College
Toronto, Ontario, CA
Related Program(s): Business Administration - International Business Bachelor; Co-op; Honours
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SUNY Oswego
Oswego, New York, US
Related Program(s): Business Administration (BS) Bachelor; Honours; Online Economics (BA) Bachelor; Honours
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