Job requirements Wealth Advisor in Canada

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This occupation includes job titles whose primary duties and responsibilities lead to positive environmental outcomes. Job Bank uses a list of occupations that were identified as "green" through a task-based analysis conducted by the United States’ Occupational Information Network (O*NET), which was recognized by the Organization for Economic Cooperation and Development (OECD) and adapted to the National Occupational Classification (NOC) in Canada. This list may change over time. Learn more.

Employment requirements

This is what you typically need for the job.

• A bachelor's degree in business administration, commerce, economics or a related field is usually required.
• The designation Certified Financial Planner, awarded by the Financial Planners Standards Council of Canada, may be required.
• To sell regulated financial products and investments, such as annuities, RRSPs and life insurance, a licence is required from the appropriate governing body.
• Certification as a Financial Planner is required in Quebec.
• Various training programs and courses are offered by financial institutes and organizations, such as the Canadian Securities Institute, Institute of Canadian Bankers, CFA Institute, Investment Funds Institute, Canadian Institute of Financial Planning, and Trust Companies Institute of Canada, and may be required by employers.

Source National Occupational Classification

Professional certification and licensing