Job requirements Financial Planning And Advisory Service Manager in Canada

Find out what you typically need to work as a financial planning and advisory service manager in Canada. These requirements are applicable to all Financial managers (NOC 10010).

Employment requirements

This is what you typically need for the job.

  • A bachelor's degree in business administration, economics, commerce or a related field is required.
  • A master's degree in business administration (concentration in finance), or another master's level management program may be required.
  • Several years of experience in accounting, auditing, budgeting, financial planning and analysis or other financial activities are required.
  • Accounting and audit managers may require a recognized accounting designation (CPA, CA, CPA, CMA or CPA, CGA).
  • Investment, treasury, or corporate finance managers may require a recognized financial designation (CFA, CFP, CIM or others).

Source National Occupational Classification

Professional certification and licensing

We don’t have any data on professional certification requirements. This occupation is not regulated in Canada based on our records.

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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