A financial planner develops personal financial plans for clients covering cash management, finances, insurance coverage, investments, retirement and estate planning, taxes and legal matters. They analyze clients' financial records, set goals and develop a financial strategy and advise clients on implementing the financial plan to help them achieve their goals. (National Occupational Classification)
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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, Institute of Chartered Financial Analysts, Investment Funds Institute, Canadian Institute of Financial Planning, and Trust Companies Institute of Canada, and may be required by employers.
The designation Certified Financial Planner, awarded by the Financial Planners Standards Council of Canada, may be required.
(National Occupational Classification)
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Information for foreign-trained Financial Planners - Canadian Information Centre for International Credentials
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Date modified: August 25, 2020