Skills, Education and Experience
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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
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
Qualifications
This occupation does not require certification in British Columbia.