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Bachelor of Applied Business - Financial Services Management Career Day

Date:  March 2
Time: 10 am to 3 pm
Location: Newnham Campus

Advocis logo. 


Advocis, The Financial Advisors Association of Canada, is Canada’s largest voluntary professional association of financial advisors and planners. With more than 10,000 members organized in 43 chapters, Advocis members are firmly committed to professionalism through professional designations, a Code of Professional Conduct, a Best Practices Manual and continuing education programs.


American Income Life

At American Income Life, we pride ourselves in the fact that our sales agents do not have to go out and prospect for clients! Whereas most insurance agents spend most of their time searching for propects... we do group enrollments with Unions, Credit Unions, Associations as well as supply Child Safety kits and Kids Identification Safety Software(K.I.S.S.). We are looking for self-motivated individuals to grow with our company.

Career Opportunities:
Sales Agents
Supervising Agents
Managing Agents

  Bank of Montreal (BMO)
 CIBC Logo


CIBC (TSX, NYSE: CM) is a leading North American financial institution that has been serving clients for over 140 years.   Through our 2 distinct business lines, CIBC Retail Markets and CIBC World Markets, CIBC provides a full range of products and services to almost 11 million individual and small business clients and meets the financial needs of corporate and institutional clients.

CIBC is one of Canada's largest employers. We strive to offer our employees leading-edge strategies that provide an exciting vision of the future. Whether you are an individual contributor or part of a larger team, CIBC shares accountability with employees in shaping their careers and in providing opportunities to learn and grow.

A wide-range of career opportunities is available at CIBC. There are thousands of positions in retail branch banking, wealth management and in the bank's network of telephone banking centres, from sales and financial advisor positions to corporate finance and legal positions.

At CIBC, people are the key to achieving our vision of being recognized as the leader in client relationships. Building trust with colleagues and clients, strong teamwork, and taking accountability for our actions are the foundation for our success. We are an organization that appreciates your unique talents, contributions and accomplishments.

Everyone at CIBC either directly serves our customers, or works in partnership to support those that do. Our employees are accountable for fulfilling the responsibilities of their jobs and striving for the highest level of performance. This is especially important when it comes to making decisions that affect our customers.

Career opportunities:
Financial Services Representative, Customer Service Representative


The Co-operators

We are one of Canada’s Top 50 Employers. Are you ready to work for a better company?

The Opportunity
Becoming a Licensed Insurance Representative with The Co-operators is a great place to start a long and rewarding career in the insurance industry. In our state-of-the-art call centre, you’ll work in a supportive team environment where you can enhance your experience while discovering different aspects of the business.

Our Licensed Insurance Representatives are insurance professionals trained in client service, and provide the highest level of service available anywhere in the industry. We’ll get you started towards obtaining your insurance license with an 8 week paid training session in one of the most successful and recognized programs in the insurance industry.

Our caring and professional customer service team is the vital link that fulfills our promise to anticipate and meet our client’s needs. As a Licensed Insurance Representative you’ll determine clients’ insurance needs, make coverage recommendations, complete risk assessments, and provide administrative support. You’ll be part of a team that truly empowers you to provide great client service, and recognizes the importance of professional and career development.

Your Qualifications
Strong customer service and sales experience and outstanding communication and interpersonal skills. A post-secondary education and strong computer and keyboarding skills are also required. You have a general insurance license or RIBO or are willing to obtain this license upon hire.

The Reward

  • A full time position with one the 50 Best Employers In Canada
  • Opportunity for career development including education opportunities, continuous training and career planning • Flexible schedules to manage work/life commitments including personal days off
  • Commitment to staff wellness including a comprehensive employee assistance program
  • A generous compensation package including a competitive salary, a pension and benefits program ranked in the Top 30 in Canada, share purchase and employee incentive programs and paid vacation
  • Opportunity to give back to your community through a directed donations program and paid volunteer days

About The Co-operators
The Co-operators Group Limited a leading, 100% Canadian-owned and operated company focusing on home, auto, life, group, commercial and farm insurance, as well as investment products and property development. Our member-owners include co-operatives, credit unions and like-minded organizations across the country from a variety of sectors. The Co-operators has assets over $7 billion, and is well known for its philanthropy and community involvement. For the past seven years, The Co-operators has been among the 50 Best Employers in Canada by Hewitt and Associates.

If you are interested in a career with The Co-operators, please send your resume to


Edward Jones

Edward Jones Financial Advisors specialize in helping individual investors achieve their long-term financial objectives. The firm's financial advisors do this from single broker offices located in the communities where their clients live and work. These convenient locations enable financial advisors to meet and work with their clients face-to-face. The firm believes that only by knowing clients on a local, personal level can its brokers effectively provide the appropriate investments and services to help their investors achieve their financial goals.

Career Opportunities:
Financial Advisor - Permanent / Full-time

freedom55 Logo.

Freedom 55 Financial

Freedom 55 Financial is founded on the strength and stability of one of the most trusted names in the financial services industry London Life Insurance Company.

London Life™ has helped Canadians meet their financial security needs for over 130 years.

Founded in London, Ontario in 1874, London Life offers Canadians financial security advice and planning through its Freedom 55 Financial division. Our financial security advisors help clients identify their financial security needs and goals, and establish a personal financial security plan to reach their goals.

Freedom 55 Financial offers London Life's own brand of savings and investments, retirement income, life insurance and mortgages. In addition, our financial security advisors offer a broad range of leading financial products from other financial institutions. London Life's subsidiary Quadrus Investment Services Ltd. offers 40 exclusive mutual funds under Quadrus Group of Funds™.

Further to Québec law, both London Life Insurance Company, which includes its division Freedom 55 Financial, and Quadrus Investment Services Ltd. are financial services firms registered with the Financial Services Bureau. 

Why work with a Freedom 55 Financial security advisor?

  • Paid Licensing and Training Program 
  • Mentorship and support 
  • Flexibility and independence 
  • An entrepreneurial environment 
  • Support for community involvement 
  • Exceptional income potential

Offering you freedom and choice at all stages of life

Our financial security organization specializes in meeting your needs at all stages of life. Our professional team of financial security advisors can help you build a financial security plan and offer you a broad range of competitive insurance, investment and retirement products.

Our financial security advisors have access to integrated technology designed to analyse your needs and build a financial security plan that's tailored to fit your needs. Our computer-based tools help our financial security advisors illustrate how a well-balanced plan can help you achieve your goals.

Career Opportunities:
Financial Security Advisor
Investment Representative


Investors Group

Investors Group has been advising Canadians on the benefits of long-term financial planning for more than 80 years. As one of Canada’s leading financial services companies, we create personal financial solutions for one million Canadians. Our Financial Consultants offer our clients a unique package of financial planning services and a full complement of financial and investment options for every stage of life. IGM Financial Inc., Investors Group’s parent, is a member of the Power Financial Corporation group of companies and currently manages assets of over $118 billion in total assets under management as of January 21, 2010.

You’ve heard the news about the financial markets, but did you know that the demand for financial planners has never been higher and that Investors Group is continuing to grow and offer career opportunities?

  • Fast Company magazine named personal financial advisor as the #1 job
  • listed financial advisors as the 6th fastest growing occupation
  • Money magazine / named the career as the 9th best for young people and 4th best for those over 50
  • Find out why Investors Group was rated the #1 Full Service Dealer in the financial planning industry*, and how we can help bring you personal and professional rewards far beyond those associated with a traditional job.

And because choosing to become a financial planner isn’t a decision that is made overnight, we strive everyday to make your choice that much easier by providing you with:

  • The best training in the industry* - paid
  • Mentorship and support
  • Flexibility and independence
  • An entrepreneurial environment
  • Support for community involvement
  • Exceptional income potential

You bring with you:

  • Ability to impact and influence people in a positive way
  • Self-confidence
  • Achievement orientation
  • Self-management
  • Focused on learning
  • Relationship-building and personal growth
  • Integrity
  • Ability to network effectively
Career opportunities:
Financial Consultant

National Bank

National Bank Financial Group is an integrated group that provides comprehensive financial services to consumers, small and medium-sized enterprises and large corporations in its core market, while offering specialized services elsewhere in the world. National Bank Financial Group offers a full array of banking services, including corporate and investment banking. It is an active player on international markets and, through its subsidiaries, is involved in securities brokerage, insurance and wealth management, as well as mutual fund and retirement plan management.

National Bank Financial Group is the sixth largest bank in Canada and the leading bank in Quebec where it is the partner of choice among SMEs. It has branches in almost every province in Canada as well as numerous representative offices, subsidiaries and partnerships, through which it can serve clients in the United States, Europe and other parts of the world.

* National Bank Financial Group is a brand name used by National Bank of Canada

Career Opportunities:
Customer service Representative (CSR), Financial Services Manager (FSM), Manager, Customer Service



Canadian Banking provides personal and business financial services in Canada. With our leading national distribution network and the most valuable brand in Canada, we serve clients through the country’s most extensive branch and ATM network, our proprietary and specialized sales forces, online channels and call centres.

Career opportunities:
Account Manager



Scotiabank is one of North America's premier financial institutions and Canada's most international bank. With more than 57,000 employees, Scotiabank Group and its affiliates serve approximately 12 million customers in some 50 countries around the world. Scotiabank offers a diverse range of products and services including personal, commercial, corporate and investment banking.  

Named as one of the 50 Best Employers in Canada for the sixth consecutive year, Scotiabank places great importance on recognizing and rewarding strong performance. We offer room for advancement, a stimulating work environment and the resources to help you make the most of your career. Together, we continue to make Scotiabank a great place to work.

Career opportunities:
Personal Banking Officer


State Street

State Street is the world's leading provider of services to institutional investors. We provide information services, custody, securities lending, investment management, performance and analytic measurement, cash management, and record keeping. With over 28,000 employees worldwide, we offer clients a global perspective as well as local expertise. Our state of the art technology, a global network that spans 103 markets and offices located in 26 countries. Progressive career opportunities and a terrific team: they are here at State Street Canada.

Career opportunities:
Investment Manager Representative, Investment Accountant, Investment Valuations Coordinator, Compliance Analyst


Sun Life

Sun Life Financial is a leading international financial services organization providing a diverse range of protection and wealth accumulation products and services to individuals and corporate customers. Chartered in 1865, Sun Life Financial and its partners today have operations in key markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China and Bermuda. As of September 30, 2007, the Sun Life Financial group of companies had total assets under management of CDN$427 billion.

Sun Life Financial Inc. trades on the Toronto (TSX), New York (NYSE), and Philippine (PSE) stock exchanges under ticker symbol SLF.

Career opportunities:
Financial Advisor


Syndicate Mortgages

Syndicate Mortgages Inc. is a Canadian based mortgage brokerage offering home and commercial loans to clients. We have access to a vast array of major lending institutions across Canada, which allows us to shop around within the market and thus offer our clients the best rates in mortgages. Syndicate Mortgages Inc. constitutes of a team of individuals who possess expertise and knowledge in the constantly changing market and are therefore able to provide solid financial advice as well as a superior level of service.

Career Opportunities:
Mortgage Agent

  TD Canada Trust
  Veracity Insurance