Skip to main content
4 Semesters (2 Years)
Credential Awarded
Ontario College Diploma

About the Program

This two-year diploma program equips you to succeed in the growing front–line client service areas of Canada's banking, insurance and investment sectors. You will learn about fundamental business principles and practices as well as specialized courses in financial planning, contact centre operations, mortgage lending and mutual funds.

Life of a Credit

This program qualifies for Seneca's Life of a Credit policy. This policy will allow you to transfer your credits earned in the past 10 years toward this program.


Throughout this program you will develop the following skills:

  • The collection, analysis and synthesis of information and products for clients
  • Integrated insurance solutions
  • Mortgage brokerage industry
  • Call centre technology
  • Developing and implementing financial strategies

Your Career

As a graduate of this program, you may pursue future career options, such as:

  • Outbound and inbound customer service officer
  • Retail banking officer
  • Customer service representative
  • Mortgage specialist
  • Insurance consultant

Professional Certification

As a successful graduate of this program, you will:

  • Complete the Canadian Investment Funds Course (CIFC)®
  • Qualify for registration for sell mutual funds license

Related Programs