Finance (with Co-op)

Our one-year Finance (with COOP) advanced diploma program equips graduates to build upon their previous degree/diploma and excel in a diverse range of customer-facing advisory roles within Canada's financial services industry.  

Graduates work in careers in banking, investments, financial planning, or insurance and are employed within banks, credit unions, investment companies, and insurance agencies.

Program Learning Outcomes

• Critical Thinking and Knowledge: use core specialization knowledge in solving business problems.
• Ethical Perspective and Social Responsibility: identify organizational activities to reduce unethical behaviour.
• Collaboration: work effectively in diverse teams, supporting team performance to achieve organizational goals.
• Communication: present effective business communications in a variety of formats.
• Business Strategy: strategize to plan for changes in business. 

Examples of what graduates from this program can do: 

• Sell investment products and provide financial planning services.
• Work in the banking, investments, financial planning, or insurance industry.
• Analyze and evaluate financial products and services for clients.
• Develop and implement financial plans and strategies for clients.
• Provide investment advice to clients.
• Manage client portfolios and assets.
• Provide risk management advice to clients.
• Maintain up-to-date knowledge of financial products and services, industry regulations, and financial market trends.
• Work collaboratively with clients, colleagues, and industry professionals to meet client needs and achieve organizational goals. 

Success Factors

You might be a good fit for this program if you would enjoy: 

• Leveraging your previous degree or diploma to excel in the financial services industry.
• Guiding clients towards attaining their financial goals through tailored advice and strategies.
• Thriving in a dynamic and customer-centric business environment that emphasizes prompt service and efficient solutions.
• Building meaningful connections with diverse individuals and establishing trust to effectively address their financial needs.
• Utilizing your skills across various business lines, including banking, investing, lending, and insurance, to provide comprehensive financial solutions. 

For Co-op program only: A valid driver’s license and access to a vehicle is strongly recommended given the potential need to travel for co-op placement.

The industry and program environment require individuals to: 

• Proactively initiate conversations and establish rapport with individuals from diverse backgrounds.
• Demonstrate the ability to maintain focus and work effectively during extended periods of sitting.
• Exhibit strong attention to detail, ensuring accuracy in data analysis, market trends assessment, and risk evaluation.
• Utilize analytical skills to interpret complex information and make informed decisions in line with market dynamics.
• Cultivate and nurture relationships to foster trust and gain a comprehensive understanding of clients' unique needs.
• Uphold high ethical standards by maintaining confidentiality, prioritizing clients' best interests, and adhering to industry regulations.
• Adapt to ever-evolving market conditions and changes in regulatory landscapes, demonstrating flexibility and resilience.
• Employ problem-solving skills to identify challenges, develop innovative solutions, and optimize outcomes for clients.
• Exhibit excellent time management and organizational skills, effectively prioritizing tasks and meeting deadlines.