This group includes professional occupations in finance not elsewhere classified such as financial planners, financial examiners and inspectors, financial investigators, financial underwriters, mortgage brokers and trust officers.
People in this occupation:
Source: Estimated median employment income based on 2021 Job Bank median hourly wage rate (median annual salary = hourly wage rate x 40 (hours per week) x 52.14 (weeks per year))
Note:Estimated median employment income based on 2021 Job Bank median hourly wage rate (median annual salary = hourly wage rate x 40 (hours per week) x 52.14 (weeks per year))
Source: 2021 Job Bank Wage Report
Source: B.C. Labour Market Outlook
10 year expected job openings: 5,870
Financial Planners:
Financial Examiners and inspectors:
Financial investigators:
Financial underwriters:
Trust Officers:
Mortgage Brokers:
A conventional controlled environment such as an office, hospital or school
Source: 2016 Census
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. Mortgage brokers and security underwriters who are certified for that occupation by a regulator elsewhere in Canada can apply for the same certification from the regulator in B.C. Under the terms of the Canadian Free Trade Agreement (CFTA), most applicants who are transferring their credentials from elsewhere in Canada will not be required to complete additional training or testing. However, the B.C. regulator may ask applicants to provide further information such as a letter of good standing, references, or criminal record check. For those who trained outside of Canada and never received certification from any Canadian jurisdiction, a full assessment is likely needed. Most occupational regulators have a process for assessment and recognize internationally trained applicants. Contact the BC Financial Services Authority and/or the British Columbia Securities Commission for details on how to apply for certification in B.C. For information about labour mobility in Canada, visit www.workersmobility.ca. View a list of B.C. occupational regulators.
For more information about programs offered specifically for this career, visit EducationPlannerBC.
Every job calls for a certain set of skills. Knowing those skills is the first step in finding a good career fit.
Here, you will find the 35 most relevant workplace skills. Some are more important to achieving success in a certain career than others. These skills may come naturally to you or you may need to gain them through education, training and experience.
See the list of work-related skills below, ranked in order of importance for this career. You’ll also find the skill strength needed, letting you know how capable you must be in that skill.
Check out the list and see if this career matches your skills—take that first step!
Career paths
Progression to financial management positions is possible with experience. While these kinds of positions require a high degree of training and qualifications, workers must continually update their skills and pursue professional development.
Additional resources