4 Semesters (2 Years)
Credential Awarded
Ontario College Diploma

About the Program

This two-year diploma program prepares you for entry-level roles on the front line of the financial services industry.

You will learn fundamental business principles and practices that will allow you to provide financial advice related to day-to-day banking, credit and mutual fund investments. You will have the opportunity to complete industry-demanded courses that will open career opportunities in the investment and property and casualty insurance industries. In addition to the customer service training that you will receive as part of this program, you will choose further courses in one of four areas (emotional intelligence, business ethics, negotiation strategies, or intercultural behaviour and communication) to enhance your professional skills. 


Throughout this program you will develop the following skills:

  • business administration
  • communication
  • computer literacy
  • customer service
  • negotiation
  • presentation skills
  • problem solving
  • relationship building

Your Career

When you graduate from this program, these are the types of career options that you can explore:

  • client service associate
  • customer experience associate
  • personal banking associate
  • inbound and outbound call centre officers
  • personal banking associate
  • financial services representative

Professional Certification

As a successful graduate of this program, you will be eligible to:

  • complete the Canadian Investment Funds Course (CIFC®) and meet the proficiency requirement for mutual fund licensing
  • complete the Insurance Institute Principles and Practice of Insurance Course, the stepping stone to the Chartered Insurance Professional (CIP®) designation

Pursuing these certifications requires additional examinations, all of which involve additional costs.