Job requirements Investment Counsellor - Personal Finances in Canada

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Employment requirements

This is what you typically need for the job.

• A bachelor's degree in business administration, commerce, economics or a related field is usually required.
• The designation Certified Financial Planner, awarded by the Financial Planners Standards Council of Canada, may be required.
• To sell regulated financial products and investments, such as annuities, RRSPs and life insurance, a licence is required from the appropriate governing body.
• Certification as a Financial Planner is required in Quebec.
• Various training programs and courses are offered by financial institutes and organizations, such as the Canadian Securities Institute, Institute of Canadian Bankers, CFA Institute, Investment Funds Institute, Canadian Institute of Financial Planning, and Trust Companies Institute of Canada, and may be required by employers.

Source National Occupational Classification

Professional certification and licensing