Advice about getting in banking/Finance industry


Jump to Page:
< Previous  [ 1 ]    Next >




hukilow   
Member since: Dec 08
Posts: 5
Location:

Post ID: #PID Posted on: 21-02-12 12:43:44

Hi Guys,
I have been in Calgary for last 3 years working in restaurant industry.Iam looking to make a career change. Can some advice me on what kind of courses one need to take to get CSR/ Teller job in a bank ?. Also i would like to be financial advisor eventually, Just wanted to know what kind of courses i will need as well job likes and dislikes from those who are in the industry.
Thanks.



regar   
Member since: Aug 06
Posts: 135
Location:

Post ID: #PID Posted on: 28-02-12 20:38:04

There are no courses required but experience in customer service /cash handling may give an edge to secure Teller/csr position.
For account manager position you need to have experience in client facing sales roles and mutual funds licenses(IFIC course or CSC ) will help
all these roles have a expectation of meeting sales /refferal targets..can be demanding for some
Even in the worst time of economic crisis in 2008 in canada there were very few layoffs as compared to some other industries



hukilow   
Member since: Dec 08
Posts: 5
Location:

Post ID: #PID Posted on: 05-03-12 11:20:02

Thanks a lot for your advice. Can you please elaborate on the acronym NRD and Is the Canadian securities course agood way to start or would you recomend some thing else?.



hukilow   
Member since: Dec 08
Posts: 5
Location:

Post ID: #PID Posted on: 05-03-12 12:08:16

Thanks a lot for your advice. Can you please elaborate on the acronym NRD and Is the Canadian securities course agood way to start or would you recomend some thing else?.



comingtotoronto   
Member since: Dec 12
Posts: 15
Location:

Post ID: #PID Posted on: 23-02-13 18:29:41

There are couple of certifications which will help you. If you want to become a financial advisor then check out the following article:

http://www.fins.com/Finance/Articles/SB128439150255837089/The-Top-Three-Financial-Advisor-Certifications-and-How-to-Get-Them

Otherwise, a CFA or CPA is a standard requirement to work in a bank and can aid in helping you to change field.





Jump to Page: < Previous  [ 1 ]    Next >

Discussions similar to: Advice about getting in banking/Finance industry

Topic Forum Views Replies
Education /Courses usefull to be at PAR
Study 1499 0
Restaurant Jobs
Study 1672 1
Job prospects in IT training?
Jobs 2012 0
Accounting short term courses is it the right thing to do ?
Study 1730 1
Courses
Ask Immigration Expert 1557 1
Advice & Guidance requested...
Jobs 1714 0
Career Choices - Need Advice
Study 1688 0
Entry Level Job in IT field wanted ( 1 2 3 )
Wanted 3490 14
Banking Jobs(CSR/Teller) ( 1 2 3 4 5 )
Available 10498 28
Going to start a Traditional Palao Resturnt! will succeed or not? need ur advice ( 1 2 3 )
Rasoi & Restaurants 5935 17
Advice Please : Certificate pogram in Accounting
Study 2217 1
First Aid Course in Edmonton
General 1246 1
Need advice on MBA
Study 1833 2
Need Opinion on IT Network Jobs
Jobs 1859 1
New indian joining the clan
Life 5585 1
Fixed or variable Mortgage - Need advice ( 1 2 )
Real Estate & Mortgages 1993 7
Kindly advice for Audit Career
Study 1525 0
Need Advice on study subject
Available 1904 2
Career options
Jobs 1461 0
Career options for Indian (LLB) lawyer in Canada
Jobs 2714 1
Advice about getting in banking/Finance industry
Available 4758 4
Chartered Accountant - career change for new immigrant
Study 3062 5
Opening restaurant business in BC or Toronto ( 1 2 )
Business 3938 13
How to get into finance?
Financial Planning 1738 1
should i do masters to get P.Eng ! ( 1 2 )
Study 7844 13
 


Share:
















Advertise Contact Us Privacy Policy and Terms of Usage FAQ
Canadian Desi
© 2001 Marg eSolutions


Site designed, developed and maintained by Marg eSolutions Inc.