In general, you must have a university degree or college diploma in economics, business or other related discipline. You may be able to substitute investment, sales or other related industry experience for a post-secondary education.
To be a securities sales representative or trader, you need to complete industry investment/sales training programs as well as the Canadian Securities Course and the Registered Representative Manual Exam offered by the Canadian Securities Institute. If you wish to specialize in specific products, you can take specialized courses.
To be a securities agent, investment dealer or trader, you must obtain a licence issued by the securities commission in the province/territory where you'll work.
With experience, you may move up the ranks to become a manager.
Most recent entrants have an undergraduate university degree, and about 1 in 10 has a graduate degree.
Knowledge of the global economy
Decision-making under pressure