Job requirements Investment Manager - Financial Brokerage in Canada
Find out what you typically need to work as an investment manager - financial brokerage in Canada. These requirements are applicable to all Insurance, real estate and financial brokerage managers (NOC 10020).
Employment requirements
This is what you typically need for the job.
- A university degree or college diploma in business administration, economics or other related field is usually required.
- Several years of experience within the appropriate industry are usually required.
- Licensure appropriate to the service sold, such as real estate, mortgage, securities or insurance, may be required.
- In the securities and investment industries, a recognized financial designation may be required (CFA, CFP, CIM or others).
- In the insurance industry, a recognized professional designation is usually required.
Professional certification and licensing
You might need to get a certification and/or license from a regulatory authority (or become registered as an apprentice) before you start working. Find out if this occupation is regulated and contact the regulatory authority to learn about the certification and/or licensing process.
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:
- Use free newcomer services that can support credential recognition and certification in Canada.
- Find loans and support services that you may be eligible for.
- Learn about the foreign credential
British Columbia
Nunavut
Québec
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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