Seneca College's Faculty of Continuing Education in association with the Canadian Securities Institute, is now offering an accelerated Bridging Program to help Internationally Trained Professionals with a background in Financial Services, enter the professional labour market in the shortest time possible.

The Professional Excellence in Financial Services (EFS) Bridging Program will build on the learner's existing knowledge to prepare for career opportunities with employers in the financial sector, such as banks, credit card companies, insurance companies, investment funds, stock brokerages, consumer-finance companies, credit unions, accountancy companies, and some government-sponsored enterprises.

This Bridging Program is offered in an accelerated format and is 13-weeks in length. Upon successful completion, students will earn a Seneca College Statement of Recognition, and will have met the proficiency requirements to apply for the Mutual Fund Dealer - Dealing Representative License.


  • Industry-Developed Curriculum
  • Highly Subsidized Tuition
  • Financial Aid & OBPAP Bursary Options
  • Opportunity for Professional Accreditation
  • Accelerated Delivery Format
  • Instructors are Leading Industry Professionals
  • Job Search & Professional Skills Training
  • Personalized Coaching from Expert Employment Consultants
  • Opportunities to Secure Paid Employment



Information Session

Please contact us at: bridging@senecacollege.ca or (416) 491-5050 ext. 77337 to be registered for an upcoming Information Session, or register online below

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Information Session

New students are invited to attend an information session.

Career Opportunities

Professional Excellence in Financial Services has been designed to provide students with the necessary knowledge and skills that employers demand. An experienced staff team including Job Developers, Employment Consultants, and Industry Experts will leverage Seneca's industry network to help learners connect with employers, while providing personalized coaching.

Upon completion, students are well positioned for roles such as:

  • Financial & Investment Analyst
  • Financial Sales Representative
  • Credit Officer
  • Customer Service Representative
  • Financial Planner
  • Financial Advisor
  • Discount Broker
  • Mutual Funds Representative
  • Mutual Funds Licensed Dealer

Entry Requirements

In order to apply to the Professional Excellence in Financial Services Bridging Program, you must demonstrate the following:

  • Relevant Degree and/or Diploma from an accredited institution outside of Canada
  • Canadian Language Benchmark (CLB) Assessment at a minimum of Level 7
  • Permanent Resident, Canadian Citizen, Convention Refugee, or Refugee claimant who is eligible to work in Ontario
  • Presently unemployed or underemployed

How to determine if you are the right fit for this Bridging Program:

  • You have a background in financial and/or banking services
  • You have a solid understanding of finance, accounting and math
  • You have strong analytical and organizational skills
  • You are a good negotiator and team player
  • You have strong customer service skills and enjoy interacting with others

Please note:

International students, temporary foreign workers, and individuals lacking post-secondary credentials are not eligible for this program.

Application Process


To apply, you will be required to complete and email the following documents to bridging@senecacollege.ca:

  1. Application Form
    Please answer every question on the EFS Application Form in full and to the best of your ability. For legibility, please type rather than handwrite your responses.  
  2. Letter of Interest / Cover Letter
    Please indicate the following:
    • Why are you interested in this Bridging Program?
    • What relevant experience do you have?
    • Why do you think you are a good candidate for this Bridging Program?
  3. Resume
    Please provide your updated professional résumé in chronological format (most recent experience, first). Ideally, your resume should be 2 full pages in 11 or 12 size font. Please be sure to include the following:
    • All employment that you have held, whether in your field or not, with clear bullet point explanations of your responsibilities and accomplishments
    • All academic qualifications (exact names of degrees, certificates, diplomas, etc.), including any education completed in Canada, with dates
    • Professional memberships, licenses, designations, certifications, etc.
    • Any professional training or skills upgrading that you have completed in or outside of Canada including names of institutions and dates attended
    • Software that you are familiar with and your level of proficiency (basic, intermediate, or advanced)
  4. Immigration Status
    You will be required to submit a copy of one of the following: Citizenship Card, Canadian Passport, Permanent Resident Card, or Proof of Refugee Status.  
  5. Copies of Academic Credentials
    Please include copies of all academic credentials including Degree(s), Diploma(s) and/or Certificate(s).
    • Credential Assessment:
      If you have a credential assessment available at the time of submission, please include a copy of these results in your application. For more information on approved credential assessment services, please visit Canadian Information Centre for International Credentials.
  6. CLB Assessment
    Please provide a copy of your Canadian Language Benchmark (CLB) Assessment at a minimum of Level 7.
    • CLB Assessments are free for Permanent Residents, Convention Refugees and Canadian Citizens. For more information and to book an appointment, please contact the YMCA of Greater Toronto at 416-925-5462 or visit the Centre for Canadian Language Benchmarks for a list of Assessment Centres in Ontario.

Please be advised that there is considerable demand for this Bridging Program and due to the limited number of seats, selection of students follows a competitive process. Shortlisted candidates will be invited meet with staff to assess if they are a good fit.


This Bridging Program is being offered in an accelerated 13-weeks format, with classes taking place Monday to Friday from 9:30am - 4:30pm.

Courses include:

 Effective Career Planning and Progression
 Corporate Banking and Entrepreneurship
 MS Office for Business
 An Overview of the Canadian Banking System
 Investment Funds in Canada (IFC)
 Sales Strategies for Financial Products & Services
 Customer Service & Client Relations
 Economic Trends in the Canadian Banking Sector
 Business Communications
 Leadership in Financial Services
 Professional and Ethical Standards in the Financial Services Industry
 Professional Development Practicum in Financial Services

Tuition & Financial Aid

The fees are $1099.00 plus the cost of textbooks.

You may be eligible to have the cost of the tuition and textbooks covered through the Ontario Bridging Participant Assistance Program (OBPAP). Please visit the OBPAP website for more information.

Additionally, the following microloan programs are available to internationally trained professionals pursuing education, training or certification for re-entry into their professional field:

Immigrant Access Fund

WIL Employment Connections, Internationally Trained Worker Loan Program

Professional Certification

The Canadian Securities Institute (CSI) sets the standard for financial services education nationally, and is endorsed by the Investment Industry Regulatory Organization of Canada (IIROC), Canada's stock exchanges and Canada's securities regulatory commissions.

Students of the Professional Excellence in Financial Services Bridging Program will access  CSI's Investment Funds in Canada (IFC) course and the Mutual Fund Sales Representative Licensing Exam.

Upon successful completion of the course, students will receive:

  • Eligibility to apply for the Mutual Fund Dealer - Dealing Representative License, thus earning the title of Mutual Fund Sales Representative
  • Credit towards the Personal Financial Planner (PFP®) designation program
  • Credit towards the CSI Certificate in Financial Services Advice (CSFA®)

Program Contacts

Contact us via this form or using the phone number(s) below:

416-491-5050 ext. 77337

Information Session

New students are invited to attend an information session.