Job requirements Financial Services Representative in the Calgary Region
Find out what you typically need to work as a financial services representative in the Calgary Region. 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.
Professional certification and licensing
AlbertaIf 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.
Find out if this occupation is regulated and contact the regulatory authority to learn about the certification process.
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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