Financial Planners, Investigators, and Underwriters

(NOC 1114)

What do Financial Planners, Investigators, and Underwriters do?

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.

How to become: Financial Planners, Investigators, and Underwriters

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.

Where to study for a career as: Financial Planners, Investigators, and Underwriters

Trent University
Peterborough, Ontario, CA

Related Program(s):
Economics (B.Sc.) Bachelor
Economics (B.Sc.) Bachelor; Honours
Request Info
Ontario Tech University
Oshawa, Ontario, CA

Related Program(s):
Commerce Bachelor; Co-op; Honours
Commerce - Bridge Bachelor; Honours
Request Info
Brock University
St. Catharines, Ontario, CA

Related Program(s):
Business Administration Bachelor; Honours
Business Administration Bachelor; Co-op; Honours
Request Info
University of Guelph-Humber
Toronto, Ontario, CA

Related Program(s):
Business Bachelor; Honours
Request Info
Algonquin College
Ottawa, Ontario, CA

Related Program(s):
Bachelor of Digital Marketing Communication - Pathway for Business Administration - Marketing Bachelor; Co-op; Honours
Bachelor of Commerce (Strategic Human Resources Management) Bachelor; Co-op; Honours
Request Info
view all
Modified on April 07, 2022

How much do Financial Planners, Investigators, and Underwriters make?


Job openings for Financial Planners, Investigators, and Underwriters

Job Seekers:
Job Openings: