Job requirements Financial Services Representative in Alberta

Find out what you typically need to work as a financial services representative in Alberta. These requirements are applicable to all Financial sales representatives (NOC 6235).

Employment requirements

This is what you typically need for the job.

  • 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 license is usually required.
  • Registration with the securities regulatory authority in the province or territory of employment is usually required.
  • 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.
  • Financial services officers who sell regulated financial products and investments are required to be licensed by the appropriate governing body.

Source National Occupational Classification

Professional certification and licensing

You might need to get a professional licence 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 your occupation is regulated and contact the regulatory authority to learn about the certification process.

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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