Job requirements Financial Services Representative near Toronto (ON)

Find out what you typically need to work as a financial services representative near Toronto (ON). These requirements are applicable to all Financial sales representatives (NOC 63102).

Employment requirements

This is what you typically need for the job.

  • Registration with the securities regulatory authority in the province or territory of employment is usually required.
  • Financial services officers who sell regulated financial products and investments are required to be licensed by the appropriate governing body.
  • Completion of a loan or credit training program, ranging from six to twelve months, is usually required.
  • Various training programs and courses are offered by the Institute of Canadian Bankers and may be required by employers.
  • Completion of secondary school and extensive general banking experience is usually required.
  • A bachelor's degree or college diploma related to commerce or economics may be required.
  • A mutual funds licence is usually required.

Source National Occupational Classification

Professional certification and licensing

Ontario

If this occupation is regulated, you may need to get a professional license from a regulatory authority before you can start working. Licensing can be compulsory or voluntary, depending on the occupation.

  • If the licence is compulsory, you must be certified before you can practise the occupation and use the professional designation.
  • If the licence is voluntary, you don’t need to be certified to practise this occupation.
Get your foreign credentials recognized in Canada

If you are a newcomer and want to work in a regulated job, you must have your training, education or work experience from another country assessed. This shows if your qualifications are recognized in Canada. This process is called foreign credential recognition.

The steps to get a license or certification are different in each province or territory. You will need to contact the regulatory authority where you want to work to learn what to do.

Did you know?

Getting your qualifications recognized and obtaining a professional license or certification in Canada can take time, money, and effort. If you need help, you can:

Find out where this occupation is regulated in Canada

Source Foreign Credential Recognition Program - ESDC

Do you want to work in another province or territory?

If you are already certified to work in a regulated occupation in your province or territory, it will be easier for you to have your certification recognized in another province or territory. See the Workers Mobility's website to learn more.

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