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Skills, Education and Experience

computer monitor showing financial graphs
Source

Skills

  • Math skills and significant use of memory
  • Analytical and Problem solving
  • Good with people and customer service
  • Oral and written communication skills
  • Research skills
  • Presentation skills
  • Financial computer programs
  • Work well under pressure

Education and Experience

A bachelor’s degree in commerce, business administration, or economics, and on-the-job training and industry courses and programs are usually required.

You may also need:

  • A Master’s degree in finance or in business administration (MBA) (concentration in finance).
  • Chartered Financial Analyst (CFA) designation, available through a program conducted by the Institute of Chartered Financial Analysts in the United States
  • Canadian Investment Manager (CIM) designation from the Canadian Securities Institute (CSI)

For more information:

Qualifications

This occupation does not require certification in British Columbia.