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  • Financial Services - Client Services

    Financial Services - Client Services

Program Code:FSA
Campus:Newnham
Duration:4 Semesters (2 Years)
Start Dates:Fall,
Start dates are subject to change
Credential Awarded:Ontario College Diploma

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. 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. Seminars, workshops and tutoring are available at Seneca's Learning Centres.

Fees

Loading Tuition Costs

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 With 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.

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 Canadian Investment Funds (CIFC) exam. All students will need to register for the CIFC course and write the CIFC 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

University/CollegeDegrees Available
Seneca College• Bachelor of Commerce, Financial Services Management
York University• Bachelor of Administrative Studies (BAS)

Canada

University/CollegeDegrees Available
Royal Roads University• Bachelor of Commerce in Entrepreneurial Management

U.S.

University/CollegeDegrees Available
Davenport University• BBA – Finance with a Financial Planning Specialty

CGA Ontario Learning Centre

Grow your accounting and finance skill set in a space dedicated to supporting and engaging Seneca students, whether at the introductory or advanced levels of their accounting studies. Academic support is offered in partnership with the Certified General Accountants of Ontario. Located in the Newnham Campus Learning Centre.

Curriculum

Semester 1 Subject Name Hrs/Wk
ACC106 Accounting I 4
BUS106 Business - Its Nature and Environment 4
EAC150 College English 3
ICA001 Introduction to Computers and Applications 2
QNM106 Mathematics of Finance 4
SSC100 Success Strategies for College 2
 
Semester 2 Subject Name Hrs/Wk
ACC212 Financial Analysis 4
FCS240 Foundations of Customer Service 3
MRK108 Introduction to Marketing 3
OBR250 Organizational Behaviour 3
SOC270 Interpersonal and Intercultural Communications 3
XXXXXX General Education Option 3
 
Semester 3 Subject Name Hrs/Wk
BUS400 Business Economics 3
CAP500 Career Planning 1
EAC394 Effective Business Writing 3
MAP100 Mortgage Agent Program 3
RFC121 Introduction to Financial Planning and Economics 4
SMS202 Microcomputer Business Applications II 3
XXXXXX General Education Option 3
 
Semester 4 Subject Name Hrs/Wk
CIP011 Principles and Practices of Insurance 4
MGS350 Management Studies: Canadian Business Law 4
RFC126 Canadian Investment Funds 2
RFC223 Ethics and Marketing of Financial Products 3
RFC302 Call Centre Operations 4
XXXXXX General Education Option 3

Contact Us

Student Advisor: Pana Mitusev
Telephone: (416) 491-5050 Ext. 26216
Email: Pana.Mitusev@senecacollege.ca
Program Coordinator: To Be Announced
Associate Chair: Jeff McCarthy
Telephone: (416) 491-5050 Ext. 26722
Email: Jeff.McCarthy@senecacollege.ca
Program Chair: Karen Murkar
Telephone: (416) 491-5050 Ext. 22337
Email: Karen.Murkar@senecacollege.ca
Admissions Advisors:
Domestic Admissions Advisor: Salaha Fatima
Telephone: (416) 491-5050 Ext. 22127
Email: Salaha.Fatima@senecacollege.ca
International Admissions Advisor: Susan Gao
Telephone: (416) 491-5050 Ext. 22365
Email: Susan.Gao@senecacollege.ca
Registration & Records Advisor: Joan Chong
Telephone: (416) 491-5050 Ext. 26199
Email: Joan.Chong@senecacollege.ca

 

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