Job requirements Sales Officer - Financial in Canada
Find out what you typically need to work as a sales officer - financial in Canada. 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
You might need to get a certification from a regulatory authority before you start working. Find out if this occupation is regulated and contact the regulatory authority to learn about the certification process.
Manitoba
Job title
Mortgage Salesperson
Regulated
Regulatory body:
Manitoba Securities Commission - Real Estate Division
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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