Financial Planners, Investigators, and Underwriters

(NOC 1114)
+9.18%
 

Requirement

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.

Degrees Associated with This Career

Bachelor

Trent University
Peterborough, Ontario, CA

Related Program(s):
Business Administration (B.B.A.) Bachelor; Honours
Economics (B.A.) Bachelor
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Ontario Tech University
Oshawa, Ontario, CA

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

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

Related Program(s):
Business Bachelor; Honours
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Tyndale University
Toronto, Ontario, CA

Related Program(s):
Business Administration Bachelor
Business Administration Bachelor; Honours
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Modified on May 17, 2012