Education · 1 of 4
The path
Degree, then a dealer hires you and puts you through licensing. Then years of finding clients.
- 1
High school
Grades 11 and 12
Math, business, economics. Start following markets now.
- 2
Bachelor's degree
4 years
Business, economics or finance. Job Bank says a bachelor's or master's is usually required.
- 3
Get hired by a dealer
Months of applying
A bank-owned brokerage or independent firm. Many start as an associate on a team, or in a bank branch with a mutual funds licence.
- 4
Licensing and registration
Months
The CIRO (Canadian Investment Regulatory Organization) licensing exams, which replaced the old CSC (Canadian Securities Course) on January 1, 2026, then registration with CIRO and your provincial securities commission.
- 5
Build a book
3 to 5 years
Find clients, keep them, grow their money. This is the real qualification and it takes years.