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graduate program

Banking Financial Services Diploma Program

Banking Financial Services Diploma Program

Step into the dynamic world of finance and banking, where opportunities for growth and success are boundless.

Approved as a vocational program under the Ontario Career Colleges Act 2005.

Banking and Financial Services program is designed to teach students all the relevant aspects of and to prepare students for careers in banking and finance.

ABC Access Business College has a Curriculum Licensing Agreement with the Canadian Securities Institute (CSI) to offer the Canadian Securities Course (CSC) and with the Investment Fund Institute Canada (IFIC) to offer the Canadian Investment Funds Course (CIFC). CSC or CIFC certification is required by the Provincial Securities Commission to obtain respective license.

Customer service representatives in this unit group process customers’ financial transactions and provide information on related banking products and services. They are employed by banks, trust companies, credit unions and similar financial institutions.

Career opportunities​

Bank teller, credit union teller, foreign exchange teller – financial services, financial customer service representative, financial advisor.

Main responsibilities

Customer service representatives in this unit group perform some or all of the following duties:

  • Process customer cash deposits and withdrawals, cheques, transfers, bills, credit card payments, money orders, certified cheques and other related banking transactions.
  • Obtain and process information required for the provision of services, such as opening accounts and savings plans and purchasing bonds.
  • Sell travellers’ cheques, foreign currency and money orders.
  • Balance daily transactions using computer programs, calculators and adding machines.
  • Sort and file deposit slips and cheques.
  • Prepare customer statements and other correspondence for mailing.
  • Answer enquiries and resolve problems or discrepancies concerning customers’ accounts.

Employment requirements

Completion of secondary school is required.
A business college diploma may be required.
On-the-job training is provided.

Additional information.

Progression to supervisory positions is possible with experience.

OUR GRADUATES EMPLOYERS IN FINANCIAL SECTOR

Bank of Montreal

CI Investments

CIBC

Desjardins Financial Security Independent Network

Global RESP Corporation

Mackenzie Investment Inc

Manulife Financial

Primerica Financial Services

TD Bank Tehri Exchange Service

Ukrainian Bank

World Financial Group

World Financial Group Insurance of Canada

Note :

Access Business College is dedicated to providing quality education and skills training to help individuals succeed in high-demand job markets. With the Better Jobs Ontario program, offered by the Government of Ontario (formerly known as Ontario Second Career), eligible Ontarians can receive up to $28,000 in grants to support their education. Additionally, if applicable, one may receive up to $1,000 per child for daycare (maximum $2,000 per month). Contact ABC Access Business College today to learn more about programs and see if you qualify for these opportunities.

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