Professional Occupations in Finance - Careers & Experiential Education

Formal Description

“Other financial officers include professional occupations in finance such as financial examiners and inspectors, financial investigators, financial underwriters, mortgage brokers and trust officers. They are employed by banks, trust companies, investment firms and governments, or they may be self-employed.” (NOC 2021)

Sample Job Titles

This category includes a variety of job titles that may not necessarily be reflected by the category title. For a full index of job titles, see the category entry on the ESDC site. Example job titles include:

Bank Inspector

Credit Advisor

Estate and Trust Administrator

Financial Compliance Officer

Financial Investigator

Financial Underwriter

Interbanking Arrangements Officer

Mortgage Broker

Typical Employment and Education Requirements

The following typical requirements are listed on the ESDC’s 2021 entry for this occupational category:

A bachelor’s degree in business administration, commerce, economics or a related field is usually required.
Various training programs and courses are offered by financial institutes and organizations, such as the Canadian Securities Institute, Institute of Canadian Bankers, CFA Institute, Investment Funds Institute and Trust Companies Institute of Canada, and may be required by employers.
A recognized financial designation may be required (CFA, CIM or others).
Financial examiners and inspectors may require a recognized accounting designation.
Mortgage brokers require a mortgage broker licence in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, Quebec, New Brunswick, Newfoundland and Labrador and Nova Scotia.

Progression to financial management positions is possible with experience.

While these kinds of positions require a high degree of training and qualifications, persons who occupy them must continually update their skills and pursue professional development.

Success with a Social Sciences Undergraduate Degree and Beyond

The requirements listed for each occupational category will tend to vary across particular roles, job titles, and contexts. When reviewing typical requirements, please remember:

Degree and diploma listings often end with a purposefully open-ended phrase (“or a related field”, “or a similar discipline”) that acknowledges the variety and applicability of social sciences and liberal arts degrees.
Employers often focus less on the name or title of a candidate’s degree, and more on how they articulate their transferable skills and experiences.
Many qualifications and certifications are available as post-graduate certificates aimed at recent university graduates; these can make an excellent further education option for a social sciences or liberal arts degree.

Explore related Graduate Certificates, Master's Programs, or other relevant avenues for further education.

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Related Categories

Here are a few other categories that might interest you:

Accountants and Financial Auditors

Financial and Investment Analysts

Financial Advisors

Business Management Consultants

Related Sectors

Whereas Economic and Social Development Canada’s ‘occupational’ categories tend to focus more on the duties and functions that people play in specific roles, exploring careers by ‘sectors’ helps us to sort by employer type, industry, or general field of work. Here are just a few of the sectors that may be relevant to this category:

Careers in the Financial Sector

Careers in Organizations

Careers In Municipalities

Browse More Options by Sector

Academic Program Connections

As you select your program of study and the courses you will take, you can chart a path towards success in this sector from any one of our social sciences departments and programs. Here are just a few examples of academic disciplines that have connections with this sector:

Anthropology Learn More

[Definitely include anthropology — the outcome data says so!]

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Careers & Experiential Education

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