Financial Services – Client Services

Program Description

The Financial Services - Client Services program equips you to succeed in the growing front-line client service areas of Canada's banking, insurance, and investment sectors, particularly in the online/telephone service areas. You’ll study the fundamental aspects of business, covering broad business principles and practices, as well as specialized courses in financial planning, contact centre operations, mortgage lending and mutual funds. You’ll also complete the Canadian Investment Funds Course and have the opportunity to qualify for registration for a mutual funds license.

Upon graduation, you’ll be prepared to begin your career in the financial services sector, including banks, insurance, and investment companies, etc.

Admission Requirements

Program Eligibility:

• Ontario Secondary School Diploma with a majority of senior credits at the College Preparation (C), University Preparation (U) or University/College Preparation (M) level or Mature Student Status (age 19 or older)
• Grade 12 English: ENG4(C) or ENG4(U)
• Grade 12 Mathematics: (C) or (U) or Grade 11 Mathematics: (U) or (M)

Applicant Selection:

• Applicant grades in pre-requisite subjects (or their equivalents) may be used as a basis for the selection of candidates.

The Importance of Learning Skills:

Student success in college requires well developed learning skills (such as being able to work independently, participate in a team, be well-organized, develop good work habits, and show initiative). These skills are as important as prior academic achievement. While it is expected that applicants would have developed these skills through previous education and life experiences, Seneca offers support to assist students with further development of these important skills.

Your Career

With 223,000+ individuals working in Toronto's financial services sector, it is the third largest concentration of financial services employment in North America, after New York and Chicago. Over 75% of those employed hold post secondary credentials and represent a third of Canada’s financial sector employment. In the last decade the industry had added more than 62,000 employees in the Toronto region (Source: TFSA). Not surprisingly, the financial services industry has a long history of attracting energetic and ambitious people who are looking for the best career opportunities. The industry is noted for its broad range of career paths, commitment to employee development and compensation structures difficult to find in other sectors of the economy.

As a graduate of the FSA program, you’ll be job-ready for multiple entry points in financial services. You’ll have the credentials sought after by employers and will be suited for roles in the banking, insurance, investments and mutual fund sectors. Your career could span a wide range of fast-paced, rewarding jobs including: Outbound and Inbound Customer Service Officer; Retail Banking Officer; Customer Service Representative, Mortgage Specialist; Insurance Consultant, etc.

Transfer Options within Seneca

The School of Accounting and Financial Services offers seamless transfer to a multitude of degree, diploma and certificate programs, given several common first year courses in most diploma and certificate programs within the Faculty of Business.

Transfer Options *

* GPA requirements may apply.

Professional Certification

As part of Seneca's FSA program students will have the opportunity to complete the educational requirements to qualify for registration to sell mutual funds. The educational requirement is 60% minimum on the Investment Funds in Canada (IFIC) exam. All students will need to register for the IFIC course and write the IFIC exam at an additional extra cost as part of their FSA studies.

Diploma to Degree... and Beyond

Through transfer agreements and institution partnerships, graduates of this Seneca College program may be eligible for credit at the following post-secondary institution(s):

Toronto

Canada

U.S.

Curriculum

Contact Us