Job requirements Financial Planner - Personal Finances in the Northeast Region
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Find out what you typically need to work as a financial planner - personal finances in the Northeast Region. These requirements are applicable to all Other financial officers (NOC 11102).

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

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.

Find out if this occupation is regulated and contact the regulatory authority to learn about the certification process.

Source Foreign Credential Recognition Program - ESDC

Find out where this occupation is regulated in Canada

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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