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Other Financial Officers |
(1114) |
| This unit group includes professional occupations in finance not elsewhere classified such as financial planners, financial examiners and inspectors, financial investigators, underwriters, mortgage brokers and trust officers. They are employed by banks, trust companies, investment firms, governments or they may be self-employed.
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| Employment requirements: |
* 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, Nova Scotia, Ontario, Manitoba, Saskatchewan, Alberta and British Columbia.
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| Occupation Information continued ... |
| Find out which institutions offer Other Financial Officers Programs by Province. |
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