Job requirements Investment Manager - Financial Brokerage in Canada
National Occupational Classification update
We have updated this page to reflect the transition to the 2021 version of the National Occupational Classification (NOC). This means that the occupation "investment manager - financial brokerage" was moved from the group Insurance, real estate and financial brokerage managers (NOC 0121) to the group Insurance, real estate and financial brokerage managers (NOC 10020).
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.
Source National Occupational Classification
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 in your province or territory.
| Location | Job title | Regulation | Regulatory body |
|---|---|---|---|
| British Columbia | Investment Fund Manager | Regulated | British Columbia Securities Commission |
| New Brunswick | Mortgage Administrator | Regulated | Financial and Consumer Services Commission |
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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