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Financial Services - Client Services

Available: Fall

Program Description

The Financial Services – Client Services (FSA) program equips you to succeed in the growing front–line client service areas of Canada's banking, insurance and investment sectors. You'll study the fundamental aspects of business, covering broad business principles and practices, as well as specialized courses in financial planning, contact centre operations, mortgage lending and mutual funds. You'll also complete the Canadian Investment Funds Course (CIFC) and have the opportunity to qualify for registration for a mutual funds license.



4 Semesters (2 Years)

Credential Awarded

Ontario College Diploma

Your Career

Toronto is now the second largest financial services sector in North America and in the top ten globally. Jobs in the GTA in this sector grew by 38% from 2000 - 2010 and continue to grow today. Over 75% of those employed hold postsecondary credentials and represent a third of Canada's financial sector employment (Source: TFSA). The financial services industry has a long history of attracting energetic and ambitious people who are looking for the best career opportunities. The industry is noted for its broad range of career paths, commitment to employee development and compensation structures difficult to find in other sectors of the economy.

As a graduate of the Financial Services - Client Services program, you'll be job–ready for multiple entry points in financial services. You'll have the credentials sought after by employers and will be suited for roles in the banking, insurance, investments and mutual fund sectors. Your career could span a wide range of fast-paced, rewarding jobs including: outbound and inbound customer service officer, retail banking officer, customer service representative, mortgage specialist and insurance consultant.

Professional Certification

As part of Seneca's FSA program, students will have the opportunity to complete the educational requirements to qualify for registration to sell mutual funds. The educational requirement is 60% minimum on the Canadian Investment Funds Course (CIFC) exam. All students will need to register for the CIFC and write the CIFC exam at an additional cost as part of their FSA studies.

For Programs within the School of Accounting and Financial Services, the CPA policy of a ten-year course currency of education is applied as part of the Seneca Life of a Credit (academic policy), and credits completed more than 10 years prior to an application for transfer credit or equivalency will not be considered.

Related Careers


This Seneca program has been validated by the Credential Validation Service as an Ontario College Credential as required by the Ministry of Advanced Education and Skills Development.

Admission Requirements

Program Eligibility

  • Ontario Secondary School Diploma (OSSD) or equivalent with:
    • Grade 12 English: ENG4(C) or ENG4(U)
    • Grade 12 Mathematics: (C) or (U) or Grade 11 Mathematics: (U) or (M)
  • OR Mature Student Status (age 19 or older) with the above prerequisite course(s), their equivalent(s) or appropriate Academic and Career Entrance (ACE) Certificate program credits (see Academic Upgrading).

Program Costs

Choose academic year:

Tuition – Domestic


Tuition – International


Book & Supply Costs


Please note: All costs are approximate, may vary by campus and are subject to change at any time without notice. Parking, locker and some mandatory incidental fees are among the charges not included in the figures above.

Program Details

The Degree and Credit Transfer Office provides a number of services for students continuing their education at Seneca, and for graduating students considering degree transfer options.

Through transfer agreements and institution partnerships, graduates of this Seneca College program may be eligible for credit at various post-secondary institutions. Please refer to the Degree Transfer Guide for more information.

Transfer Credit may be granted for courses deemed equivalent to courses at Seneca that have been completed at recognized postsecondary institutions. Additional information is available online.

Please take a few moments to view Important Academic Dates for your relevant term.

Please select the curriculum from the Academic Year in which you started (or will be starting) your studies. An Academic Year begins in September and ends in August of the following year.

Also see: English and General Education requirements.


Need to know more about your application and/or the application process? Reach out to our admissions advisors for assistance.

416.491.5050 ext. 22840

Student Recruitment

Have questions about Seneca’s campuses, financial aid, student supports and more? Connect with one of our student recruiters for more information or to book a campus tour.

416.491.5050 ext. 22608
Additional Contacts
Financial Aid & Awards

Program Coordinator

Marie Zukowski 416.491.5050 ext. 26312

Program Chair

Karen Murkar 416.491.5050 ext. 22337

Why Choose Seneca?

Passionate, expert faculty from a range of professions

Real-world learning experiences through paid and non-paid work opportunities

Curriculums developed in collaboration with industry advisory committees

A variety of credentials offered from certificates, diplomas, degrees, and graduate certificates

Opportunities to pathway to higher level credentials at Seneca and other universities in our transfer partnership network