Throughout this program you will develop the following skills:
Explore Related Programs for more options.
Financial Services – Client Services (FSA)
Campus
Delivery
HybridDuration
4 Semesters (2 Years)Credential
Ontario College DiplomaSchool
Seneca BusinessAbout the Program
This two-year diploma program prepares you for entry-level roles on the front line of the financial services industry.
You will learn fundamental business principles and practices that will allow you to provide financial advice related to day-to-day banking, credit and mutual fund investments. You will have the opportunity to complete industry-demanded courses that will open career opportunities in the investment and property and casualty insurance industries. In addition to the customer service training that you will receive as part of this program, you will choose further courses in one of four areas (emotional intelligence, business ethics, negotiation strategies, or intercultural behaviour and communication) to enhance your professional skills.
Skills
- business administration
- communication
- computer literacy
- customer service
- negotiation
- presentation skills
- problem solving
- relationship building
Program Availability
| Start in | Location | Availability |
|---|---|---|
| Sept. 2025 | Newnham | Suspended |
Please note that availability is subject to change and a seat is not guaranteed.
| Start in | Location | Availability |
|---|---|---|
| Sept. 2025 | Newnham | Suspended |
Please note that availability is subject to change and a seat is not guaranteed.
This program meets Post-Graduation Work Permit (PGWP) eligibility requirements.
Program and Course Delivery
This program is offered in Seneca's hybrid delivery format with some courses available in Seneca's flexible delivery format. Some coursework is online and some must be completed in person. Students will need to come on campus to complete in-person learning requirements. In courses delivered in the flexible format, using interactive learning spaces, professors teach in person to students in a physical classroom or lab and stream to students online at the same time. Students have a choice of coming to campus for an in-person experience or learning online.
Learn more: Seneca’s program delivery options and how courses in this program will be delivered each term.
Your Career
Graduates of the program can explore the following career options:
- client service associate
- customer experience associate
- personal banking associate
- inbound and outbound call centre officers
- personal banking associate
- financial services representative
Professional Certification
As a successful graduate of this program, you will be eligible to:
- complete the Canadian Investment Funds Course (CIFC®) and meet the proficiency requirement for mutual fund licensing
- complete the Insurance Institute Principles and Practice of Insurance Course, the stepping stone to the Chartered Insurance Professional (CIP®) designation
Pursuing these certifications requires additional examinations, all of which involve additional costs.
Accreditation
Sustainability
We’ve made a bold commitment to embed principles of sustainability into every business program we offer.
Learn more about Seneca Business’s commitment to sustainability.