Learn about this occupation – including typical duties, education required, salary and job outlook information, job boards and more.
Financial and investment analysts collect and analyze financial information such as economic forecasts, trading volumes and the movement of capital, financial backgrounds of companies, historical performances and future trends of stocks, bonds and other investment instruments to provide financial and investment or financing advice for their company or their company's clients. Their studies and evaluations cover areas such as takeover bids, private placements, mergers or acquisitions.
Financial analysts are employed by a wide range of establishments throughout the private and public sector, such as banks, brokerage houses, insurance companies, investment companies, manufacturing firms, trust companies, utility companies and underwriting firms. Investment analysts are employed primarily by brokerage houses and fund management companies. (National Occupational Classification)
Find detailed information about the occupation, including typical duties and working conditions, in the links below:
- National Occupational Classification (NOC) - Canadian occupational descriptions
- O*NET Online - U.S resource for occupational descriptions and information
- OCCinfo by alis - Alberta-based occupational information
- Career Explorer by Sokanu - U.S.-based occupational information
- A Day in the Life of a Financial Analyst - The Princeton Review
- Financial Analyst career profile - from AgCareers.com
- Becoming a Financial Analyst (includes video) - from Investopedia
- What's a Financial Analyst and how do you become one? - TalentEgg.ca
- Financial Analyst Career Path Options:
- Who's who in mutual funds - Investment Funds Institute of Canada
- Career Paths in Finance - incl. Professional Interview Series from Sell Side Handbook
- A Day in the Life of a Research Analyst - National Student Network
- University of Manitoba Career Mentor profile - Chartered Financial Analyst
- UMToday: Another kind of modeling career - U of M alumnus profile
- Financial Services Career Map and Job Finder Tool - Canadian Securities Institute
U of M Academic Calendar
The Academic Calendar & Catalogue outlines program admission and course requirements. Use the left menu to navigate to a specific faculty and program. To determine which degree path suits your unique occupational goals, speak with a Career Consultant. For support with course registration and academic issues, speak with an Academic Advisor.
Faculty and Department Homepages
Visit U of M's faculty and department homepage to learn about program application deadlines and processes, as well as additional in-house resources and opportunities.
- Department of Accounting and Finance - Asper School of Business
- Department of Economics - Faculty of Arts
- Department of Agribusiness & Agricultural Economics> - Faculty of Agricultural & Food Sciences
Exploring Other Education Options
Labour market information
Labour market information informs users of supply and demand for specific occupations and sectors. It includes such things as salary and job outlook information. These resources support informed career decision making and job search efforts.
- Trend Analysis: Job Market Report (Winnipeg region) - Gov. of Canada Job Bank
- Occupation Outlook Handbook - Job outlook for the U.S.
- I want to be a financial analyst. What will my salary be? - The Globe & Mail
- Robert Half Salary Guide for Accounting & Finance Professionals - salary and hiring trends info
- Canadian Compensation Surveys - information on CFA charterholder salaries, work hours and employers from CFA Societies Canada
Professional associations may organize events and provide directories, job postings, career and labour market information. Student membership opportunities may also be available: engage, learn and network!
- Chartered Financial Analyst (CFA) Institute
- Canadian Securities Institute (CSI)
- Global Association of Risk Management Professionals
- Association for Finance Professionals (U.S.)
Directories, Industry Associations, and Sector Councils
These resources provide industry news, labour market information and a list of potential employers. Remember, there are usually multiple industries worth exploring.
- CFA Society Winnipeg - Member Firms/Employers
- Canadian Venture Capital & Private Equity Association - members
- Portfolio Management Association of Canada (PMAC) - firms
- Federally Regulated Financial Institution - list from Government of Canada
- Canadian Bankers Association - member banks
- Investment Industry Association of Canada - member firms
- Association of Canadian Pension - executive members
- Pension Investment Association of Canada
- Canadian Financial & Leasing Association - member directory
- Responsible Investment Association - member list
- Securities Industry and Financial Markets Association (U.S.) - member directory
- International Investment Funds Association
- Sell Side Handbook: Investment Banking Landscape - overview of Canada's sectors: Investment Banking, Industry Groups, M&A, Debt Capital and Equity Capital
Search occupations of interest in the industry-specific job boards below to learn about skill requirements, employers, job duties and available jobs. You may also wish to search more general online job boards.