• Completion of secondary school and extensive general banking experience is usually required.
  
• A bachelor's degree or college diploma related to commerce or economics may be required.
  
• A mutual funds licence is usually required.
  
• Registration with the securities regulatory authority in the province or territory of employment is usually required.
  
• Completion of a loan or credit training program, ranging from six to twelve months, is usually required.
  
• Various training programs and courses are offered by the Institute of Canadian Bankers and may be required by employers.
  
• Financial services officers who sell regulated financial products and investments are required to be licensed by the appropriate governing body.
  

High School Diploma
Certificate
Diploma
Post-diploma
Bachelor

Forward irreconcilable accounts for collector action
Prepare statements on delinquent accounts
Research and evaluate loan applicant's financial status, references, credit and ability to repay loan
Submit credit and loan applications to management
Review and update credit and loan files
Promote sale of credit and loan services
Interview applicants for loans
Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services
Approve or reject applications, or recommend applications for approval or rejection
Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals

Business
Mathematics
English