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Financial Planning & Insurance

If you’re the kind of person who loves helping other people achieve their dreams, while you work towards yours… consider a rewarding career in financial planning.

This is one of the more ‘personal’ parts of the banking field, focusing on helping others through advice, service, and products that help protect them against risk, as they work towards financial independence.

It’s a place where moving up is measured by the quality and quantity of relationships you foster and retain.

This is reflected by longer commitment periods (how long you must stay in the job). That’s because today’s financial institutions are seeking to give greater consistency and predictability for clients, employees, and their organizations.

Career Success Factors

Career Success Factors

Financial Planning & Insurance in Canada

Retail Banking in Canada

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Industry Roles

Chief Compliance Officer Sr. Personal Banker
Compliance Officer Financial Planner
Investment Dealer Branch Manager Specialist Managers of:
Financial Planning or
Investment and
Retirement Planning (IRP)
Market Risk Managers Private Banker
Chief Financial Officer Insurance Agent
Branch Manager Underwriter



Securities Sector

Banking Sector

Mutual Fund and Insurance Sector

Financial Planning - Quebec IQPF


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