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.


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

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

  • 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