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  Canada Immigration Forum > About Canada > Jobs > Available > Advice about getting in banking/Finance industry
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Advice about getting in banking/Finance industry




Hi Guys,
I have been in Calgary for last 3 years working in restaurant industry.Iam looking to make a career change. Can some advice me on what kind of courses one need to take to get CSR/ Teller job in a bank ?. Also i would like to be financial advisor eventually, Just wanted to know what kind of courses i will need as well job likes and dislikes from those who are in the industry.
Thanks.


 
hukilow

Junior Desi
Member since: Dec 08
Posts: 5
Location:

Post ID: 193022 21-02-12 12:43:44
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regar
Senior Desi
Member since: Aug 06




Posts: 135
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There are no courses required but experience in customer service /cash handling may give an edge to secure Teller/csr position.
For account manager position you need to have experience in client facing sales roles and mutual funds licenses(IFIC course or CSC ) will help
all these roles have a expectation of meeting sales /refferal targets..can be demanding for some
Even in the worst time of economic crisis in 2008 in canada there were very few layoffs as compared to some other industries


 
Post ID: 193361 28-02-12 20:38:04
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ashedfc
Senior Desi
Member since: Jun 10




Posts: 2153
Location: GTA


Get your license, & then apply..... it increases your chances.
Pass the exam, get NRD access & registration (under any dealer: chosse a smaller dealer, as there is less requirement). Once you are registered under the Alberta Securities commission (or corresponding regulator of whichever your province is), & your license is active; than apply to all these positions at various financial institutions.............. your chances are more (because you are ready to go & you dont need any further studies or licensing).
All they have to do is chnage the dealer & you are productive from day one..


 
Post ID: 193370 28-02-12 23:40:24
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hukilow
Junior Desi
Member since: Dec 08




Posts: 5
Location:


Thanks a lot for your advice. Can you please elaborate on the acronym NRD and Is the Canadian securities course agood way to start or would you recomend some thing else?.

 
Post ID: 193518 05-03-12 11:20:02
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hukilow
Junior Desi
Member since: Dec 08




Posts: 5
Location:


Thanks a lot for your advice. Can you please elaborate on the acronym NRD and Is the Canadian securities course agood way to start or would you recomend some thing else?.


 
Post ID: 193520 05-03-12 12:08:16
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comingtotoronto
Junior Desi
Member since: Dec 12




Posts: 15
Location:


There are couple of certifications which will help you. If you want to become a financial advisor then check out the following article:

http://www.fins.com/Finance/Articles/SB128439150255837089/The-Top-Three-Financial-Advisor-Certifications-and-How-to-Get-Them

Otherwise, a CFA or CPA is a standard requirement to work in a bank and can aid in helping you to change field.


 
Post ID: 203982 23-02-13 18:29:41
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